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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
BMSSC
326
B. Metzler seel. Sohn & Co
Germany
$19.2M -$17.7K -233 -0.1%
SIA
327
Sit Investment Associates
Minnesota
$19M +$1.61M +21,085 +9%
YCM
328
Yaupon Capital Management
New York
$18.9M +$18.5M +243,615 New
NRS
329
Neville Rodie & Shaw
New York
$18.6M -$1.16M -15,212 -6%
MAM
330
Madison Asset Management
Wisconsin
$18.5M +$444K +5,831 +2%
RG
331
Rathbones Group
United Kingdom
$18.4M +$2.79M +36,669 +18%
JMFC
332
J.M. Forbes & Co
Massachusetts
$18.3M -$62.7K -823 -0.3%
CAM
333
Cidel Asset Management
Ontario, Canada
$18.1M +$518K +6,807 +3%
CT
334
Caldwell Trust
Florida
$18.1M -$346K -4,542 -2%
SWM
335
Spire Wealth Management
Virginia
$18M -$5.36M -70,456 -23%
Squarepoint
336
Squarepoint
New York
$18M +$17.7M +232,019 New
CRM
337
Cramer Rosenthal McGlynn
Connecticut
$17.8M +$4.34M +57,057 +33%
BCIM
338
British Columbia Investment Management
British Columbia, Canada
$17.7M -$5.73M -75,252 -25%
MIH
339
Meitav Investment House
Israel
$17.5M +$11.6M +152,574 +207%
CA
340
Cornerstone Advisors
North Carolina
$17.4M +$5.67M +74,500 +50%
WDA
341
Wendell David Associates
New Hampshire
$17.2M +$77.7K +1,020 +0.5%
RJT
342
Raymond James Trust
Florida
$17.1M +$103K +1,356 +0.6%
CGH
343
Crossmark Global Holdings
Texas
$17.1M +$335K +4,405 +2%
PIM
344
Penobscot Investment Management
Massachusetts
$17.1M -$198K -2,598 -1%
PA
345
Pinnacle Associates
New York
$17M -$211K -2,769 -1%
Walleye Trading
346
Walleye Trading
New York
$16.7M +$9.74M +127,877 +146%
CTC
347
Central Trust Company
Missouri
$16.7M -$30.5K -400 -0.2%
BFO
348
Boston Family Office
Massachusetts
$16.6M +$331K +4,346 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
349
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.6M -$195K -2,560 -1%
MYAM
350
Meiji Yasuda Asset Management
Japan
$16.5M -$1.65M -21,621 -9%

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.