NextEra Energy
NEE
2,312 hedge funds and large institutions have $92.9B invested in NextEra Energy in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,023 increasing their positions, 905 reducing their positions, and 221 closing their positions.
78% more capital inflows, than outflows
Capital inflows: $8.18B | Capital outflows: $4.6B
52% more call options, than puts
Call options by funds: $1.33B | Put options by funds: $877M
13% more repeat investments, than reductions
Existing positions increased: 1,023 | Existing positions reduced: 905
0.81% more ownership
Funds ownership: 77.89% → 78.7% (+0.81%)
4% less funds holding
Funds holding: 2,417 → 2,312 (-105)
34% less first-time investments, than exits
New positions opened: 146 | Existing positions closed: 221
50% less funds holding in top 10
Funds holding in top 10: 60 → 30 (-30)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$676M |
| 2 |
JP Morgan Chase
New York
|
+$522M |
| 3 |
Goldman Sachs
New York
|
+$382M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$280M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$275M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$565M |
| 2 |
Alphinity Investment Management
Sydney,
Australia
|
-$361M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$218M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$147M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$114M |
NEE Hedge Fund Activity: Q3 2023 in Review
2,312 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2023, worth a combined $92.9B — down 21% from $117B a quarter earlier.
Sellers outnumbered buyers: 221 funds closed out of NEE and 146 opened new positions — a net loss of 75 holders — while 905 trimmed existing stakes and 1,023 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $676M. The largest seller was Capital International Investors, cutting an estimated $565M.
- 2,312 institutional investors held NextEra Energy (NEE) as of Q3 2023, down from 2,417 in Q2 2023.
- Funds reported $92.9B of NextEra Energy stock for Q3 2023, down 21% quarter-over-quarter.
- 146 funds opened new NextEra Energy positions in Q3 2023 and 221 closed out, a net change of -75 holders.
- The largest NextEra Energy buyer in Q3 2023 was T. Rowe Price Associates, an estimated $676M added.
- The largest NextEra Energy seller in Q3 2023 was Capital International Investors, an estimated $565M sold.
Based on aggregated 13F filings for Q3 2023.