We are live on ! Find out more
NEE icon

NextEra Energy

2,311 hedge funds and large institutions have $119B invested in NextEra Energy in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 1,031 increasing their positions, 851 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $901M

23% more funds holding in top 10

Funds holding in top 10: 8098 (+18)

21% more repeat investments, than reductions

Existing positions increased: 1,031 | Existing positions reduced: 851

0.86% more ownership

Funds ownership: 77.43%78.29% (+0.86%)

2% less funds holding

Funds holding: 2,3672,311 (-56)

7% less capital invested

Capital invested by funds: $128B → $119B (-$9.46B)

18% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 133

Holders
2,311
Holders Change
-56
Holders Change %
-2.37%
% of All Funds
38.93%
Holding in Top 10
98
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.5%
% of All Funds
1.65%
New
109
Increased
1,031
Reduced
851
Closed
133
Calls
$1.16B
Puts
$901M
Net Calls
+$259M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$38M -$268K -3,519 -0.7%
PCM
227
Polaris Capital Management
Massachusetts
$37.6M -$556K -7,300 -1%
AAM
228
Abeille Asset Management
France
$37.5M -$458K -6,021 -1%
PR
229
Payden & Rygel
California
$37.5M +$6.26M +82,200 +20%
CS
230
Candriam SCA
Luxembourg
$37.5M +$12.5M +164,172 +51%
MIM
231
Merewether Investment Management
Texas
$36.8M +$26.7M +350,270 +281%
QP
232
Quilter Plc
United Kingdom
$36.7M +$1.54M +20,252 +4%
BC
233
Bruce & Co
Illinois
$35.6M -$2.28M -30,000 -6%
WCM
234
Windward Capital Management
California
$35.3M +$213K +2,796 +0.6%
NIM
235
Northeast Investment Management
Massachusetts
$35.2M +$94.1K +1,236 +0.3%
KIA
236
KCM Investment Advisors
California
$34.7M +$99.7K +1,309 +0.3%
CPSAC
237
Chas P. Smith & Associates (CPS)
Florida
$34.6M +$657K +8,624 +2%
JIC
238
Johnson Investment Counsel
Ohio
$34.4M +$383K +5,036 +1%
NP
239
NS Partners
United Kingdom
$34.3M +$647K +8,501 +2%
IC
240
Inverness Counsel
New York
$34.2M -$4.74M -62,210 -12%
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$34M -$359K -4,720 -1%
CLOS
242
Compagnie Lombard Odier SCmA
Switzerland
$34M +$11.4M +150,228 +52%
Calamos Advisors
243
Calamos Advisors
Illinois
$33.2M +$864K +11,353 +3%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$32.5M +$13.1M +172,231 +70%
ECA
245
Encompass Capital Advisors
New York
$32.4M +$31.9M +418,899 New
MCM
246
MAI Capital Management
Ohio
$30.2M +$1.33M +17,447 +5%
Comerica Bank
247
Comerica Bank
Texas
$29.9M +$707K +9,293 +3%
SYBT
248
Stock Yards Bank & Trust
Kentucky
$29.8M +$9.69M +127,228 +49%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$29.8M -$12.1M -158,865 -29%
YCM
250
Yousif Capital Management
Michigan
$29.7M +$229K +3,008 +0.8%

NEE Hedge Fund Activity: Q2 2022 in Review

2,311 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2022, worth a combined $119B — down 7.4% from $128B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of NEE and 109 opened new positions — a net loss of 24 holders — while 851 trimmed existing stakes and 1,031 added.

The largest buyer was Morgan Stanley, adding an estimated $769M. The largest seller was T. Rowe Price Associates, cutting an estimated $771M.

  • 2,311 institutional investors held NextEra Energy (NEE) as of Q2 2022, down from 2,367 in Q1 2022.
  • Funds reported $119B of NextEra Energy stock for Q2 2022, down 7.4% quarter-over-quarter.
  • 109 funds opened new NextEra Energy positions in Q2 2022 and 133 closed out, a net change of -24 holders.
  • The largest NextEra Energy buyer in Q2 2022 was Morgan Stanley, an estimated $769M added.
  • The largest NextEra Energy seller in Q2 2022 was T. Rowe Price Associates, an estimated $771M sold.

Based on aggregated 13F filings for Q2 2022.