NextEra Energy
NEE
2,407 hedge funds and large institutions have $123B invested in NextEra Energy in 2023 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,039 increasing their positions, 918 reducing their positions, and 160 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 1,039 | Existing positions reduced: 918
1.94% more ownership
Funds ownership: 78.11% → 80.06% (+1.9%)
8% more call options, than puts
Call options by funds: $1.22B | Put options by funds: $1.12B
9% less first-time investments, than exits
New positions opened: 145 | Existing positions closed: 160
3% less funds holding
Funds holding: 2,472 → 2,407 (-65)
6% less capital invested
Capital invested by funds: $131B → $123B (-$7.58B)
14% less funds holding in top 10
Funds holding in top 10: 108 → 93 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$998M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$494M |
| 3 |
JP Morgan Chase
New York
|
+$297M |
| 4 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$280M |
| 5 |
ClearBridge Investments
New York
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$552M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$415M |
| 3 |
State Street
Boston,
Massachusetts
|
-$361M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$258M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$256M |
NEE Hedge Fund Activity: Q1 2023 in Review
2,407 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2023, worth a combined $123B — down 5.8% from $131B a quarter earlier.
Sellers outnumbered buyers: 160 funds closed out of NEE and 145 opened new positions — a net loss of 15 holders — while 918 trimmed existing stakes and 1,039 added.
The largest buyer was Wellington Management Group, adding an estimated $998M. The largest seller was Capital Research Global Investors, cutting an estimated $552M.
- 2,407 institutional investors held NextEra Energy (NEE) as of Q1 2023, down from 2,472 in Q4 2022.
- Funds reported $123B of NextEra Energy stock for Q1 2023, down 5.8% quarter-over-quarter.
- 145 funds opened new NextEra Energy positions in Q1 2023 and 160 closed out, a net change of -15 holders.
- The largest NextEra Energy buyer in Q1 2023 was Wellington Management Group, an estimated $998M added.
- The largest NextEra Energy seller in Q1 2023 was Capital Research Global Investors, an estimated $552M sold.
Based on aggregated 13F filings for Q1 2023.