NextEra Energy
NEE
2,390 hedge funds and large institutions have $143B invested in NextEra Energy in 2021 Q4 according to their latest regulatory filings, with 362 funds opening new positions, 938 increasing their positions, 771 reducing their positions, and 91 closing their positions.
298% more first-time investments, than exits
New positions opened: 362 | Existing positions closed: 91
32% more funds holding in top 10
Funds holding in top 10: 71 → 94 (+23)
22% more repeat investments, than reductions
Existing positions increased: 938 | Existing positions reduced: 771
21% more capital invested
Capital invested by funds: $118B → $143B (+$24.7B)
11% more funds holding
Funds holding: 2,156 → 2,390 (+234)
1.34% more ownership
Funds ownership: 76.89% → 78.23% (+1.3%)
3% more call options, than puts
Call options by funds: $1.47B | Put options by funds: $1.42B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$883M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$493M |
| 3 |
JP Morgan Chase
New York
|
+$467M |
| 4 |
BlackRock
New York
|
+$339M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$266M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$176M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$171M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$157M |
| 4 |
D.E. Shaw & Co
New York
|
-$142M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$120M |
NEE Hedge Fund Activity: Q4 2021 in Review
2,390 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2021, worth a combined $143B — up 21% from $118B a quarter earlier.
Buyers outnumbered sellers: 362 funds opened new NEE positions and 91 closed out — a net gain of 271 holders — while 938 added to existing stakes and 771 trimmed.
The largest buyer was DZ Bank, adding an estimated $883M. The largest seller was Wells Fargo, cutting an estimated $176M.
- 2,390 institutional investors held NextEra Energy (NEE) as of Q4 2021, up from 2,156 in Q3 2021.
- Funds reported $143B of NextEra Energy stock for Q4 2021, up 21% quarter-over-quarter.
- 362 funds opened new NextEra Energy positions in Q4 2021 and 91 closed out, a net change of +271 holders.
- The largest NextEra Energy buyer in Q4 2021 was DZ Bank, an estimated $883M added.
- The largest NextEra Energy seller in Q4 2021 was Wells Fargo, an estimated $176M sold.
Based on aggregated 13F filings for Q4 2021.