NextEra Energy
NEE
2,417 hedge funds and large institutions have $117B invested in NextEra Energy in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 1,064 increasing their positions, 904 reducing their positions, and 114 closing their positions.
35% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $929M
22% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 114
18% more repeat investments, than reductions
Existing positions increased: 1,064 | Existing positions reduced: 904
0% more funds holding
Funds holding: 2,410 → 2,417 (+7)
0.26% less ownership
Funds ownership: 78.15% → 77.89% (-0.26%)
4% less capital inflows, than outflows
Capital inflows: $5.24B | Capital outflows: $5.46B
35% less funds holding in top 10
Funds holding in top 10: 92 → 60 (-32)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$470M |
| 2 |
Morgan Stanley
New York
|
+$302M |
| 3 |
State Street
Boston,
Massachusetts
|
+$219M |
| 4 |
JP Morgan Chase
New York
|
+$210M |
| 5 |
Barclays
London,
United Kingdom
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$694M |
| 2 |
EP Wealth Advisors
Torrance,
California
|
-$491M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$392M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$218M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$212M |
NEE Hedge Fund Activity: Q2 2023 in Review
2,417 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2023, worth a combined $117B — down 4.1% from $122B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new NEE positions and 114 closed out — a net gain of 25 holders — while 1,064 added to existing stakes and 904 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $470M. The largest seller was Fidelity Investments, cutting an estimated $694M.
- 2,417 institutional investors held NextEra Energy (NEE) as of Q2 2023, up from 2,410 in Q1 2023.
- Funds reported $117B of NextEra Energy stock for Q2 2023, down 4.1% quarter-over-quarter.
- 139 funds opened new NextEra Energy positions in Q2 2023 and 114 closed out, a net change of +25 holders.
- The largest NextEra Energy buyer in Q2 2023 was T. Rowe Price Associates, an estimated $470M added.
- The largest NextEra Energy seller in Q2 2023 was Fidelity Investments, an estimated $694M sold.
Based on aggregated 13F filings for Q2 2023.