NextEra Energy
NEE
2,409 hedge funds and large institutions have $122B invested in NextEra Energy in 2023 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,039 increasing their positions, 917 reducing their positions, and 160 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 1,039 | Existing positions reduced: 917
8% more call options, than puts
Call options by funds: $1.22B | Put options by funds: $1.12B
0.23% more ownership
Funds ownership: 77.92% → 78.15% (+0.23%)
9% less first-time investments, than exits
New positions opened: 146 | Existing positions closed: 160
3% less funds holding
Funds holding: 2,473 → 2,409 (-64)
5% less capital invested
Capital invested by funds: $129B → $122B (-$6.77B)
15% less funds holding in top 10
Funds holding in top 10: 108 → 92 (-16)
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 |
ClearBridge Investments
New York
|
+$241M |
| 5 |
BlackRock
New York
|
+$231M |
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
2,409 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2023, worth a combined $122B — down 5.2% from $129B a quarter earlier.
Sellers outnumbered buyers: 160 funds closed out of NEE and 146 opened new positions — a net loss of 14 holders — while 917 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.
- 2,409 institutional investors held NextEra Energy (NEE) as of Q1 2023, down from 2,473 in Q4 2022.
- Funds reported $122B of NextEra Energy stock for Q1 2023, down 5.2% quarter-over-quarter.
- 146 funds opened new NextEra Energy positions in Q1 2023 and 160 closed out, a net change of -14 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.