NextEra Energy
NEE
2,422 hedge funds and large institutions have $99.1B invested in NextEra Energy in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 930 increasing their positions, 997 reducing their positions, and 155 closing their positions.
95% more first-time investments, than exits
New positions opened: 302 | Existing positions closed: 155
41% more call options, than puts
Call options by funds: $1.53B | Put options by funds: $1.08B
33% more funds holding in top 10
Funds holding in top 10: 30 → 40 (+10)
7% more capital invested
Capital invested by funds: $92.9B → $99.1B (+$6.23B)
5% more funds holding
Funds holding: 2,312 → 2,422 (+110)
0.77% more ownership
Funds ownership: 78.7% → 79.48% (+0.77%)
7% less repeat investments, than reductions
Existing positions increased: 930 | Existing positions reduced: 997
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.44B |
| 2 |
Neuberger Berman Group
New York
|
+$576M |
| 3 |
State Street
Boston,
Massachusetts
|
+$335M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$307M |
| 5 |
JP Morgan Chase
New York
|
+$281M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$818M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$723M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$553M |
| 4 |
Goldman Sachs
New York
|
-$277M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$261M |
NEE Hedge Fund Activity: Q4 2023 in Review
2,422 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2023, worth a combined $99.1B — up 6.7% from $92.9B a quarter earlier.
Buyers outnumbered sellers: 302 funds opened new NEE positions and 155 closed out — a net gain of 147 holders — while 930 added to existing stakes and 997 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.44B. The largest seller was Bank of America, cutting an estimated $818M.
- 2,422 institutional investors held NextEra Energy (NEE) as of Q4 2023, up from 2,312 in Q3 2023.
- Funds reported $99.1B of NextEra Energy stock for Q4 2023, up 6.7% quarter-over-quarter.
- 302 funds opened new NextEra Energy positions in Q4 2023 and 155 closed out, a net change of +147 holders.
- The largest NextEra Energy buyer in Q4 2023 was Capital Research Global Investors, an estimated $1.44B added.
- The largest NextEra Energy seller in Q4 2023 was Bank of America, an estimated $818M sold.
Based on aggregated 13F filings for Q4 2023.