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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
Kayne Anderson Rudnick Investment Management
351
Kayne Anderson Rudnick Investment Management
California
$16.4M +$757K +9,943 +5%
WB
352
WesBanco Bank
West Virginia
$16.2M +$243K +3,193 +2%
CG
353
Carmignac Gestion
France
$16.1M +$15.8M +207,991 New
HIMCH
354
Hartford Investment Management Co (HIMCO)
Connecticut
$15.9M +$440K +5,784 +3%
SAM
355
Securian Asset Management
Minnesota
$15.7M -$1.79M -23,467 -10%
PAG
356
Private Advisor Group
New Jersey
$15.6M +$1.29M +16,962 +9%
BF
357
BOK Financial
Oklahoma
$15.6M +$81.4K +1,069 +0.5%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$15.5M +$362K +4,754 +2%
PP
359
Patten & Patten
Tennessee
$15.4M -$523K -6,870 -3%
ACA
360
Aptus Capital Advisors
Alabama
$15.4M +$2.44M +32,079 +19%
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$15.3M -$44.3K -582 -0.3%
CWM
362
Calamos Wealth Management
Illinois
$15.3M +$408K +5,360 +3%
TAM
363
Taurus Asset Management
New York
$15.3M +$13.5M +177,264 +874%
ABC
364
Associated Banc-Corp
Wisconsin
$15.1M +$379K +4,977 +3%
Connor, Clark & Lunn Investment Management (CC&L)
365
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15M -$3.72M -48,896 -20%
FF
366
FourThought Financial
Florida
$14.8M -$25K -329 -0.2%
BFEC
367
Benjamin F. Edwards & Company
Missouri
$14.7M +$819K +10,761 +6%
TCOV
368
Trust Company of Vermont
Vermont
$14.7M +$106K +1,389 +0.7%
RT
369
Rockland Trust
Massachusetts
$14.6M -$948K -12,455 -6%
DWM
370
Doyle Wealth Management
Florida
$14.6M +$499K +6,553 +4%
GW
371
GW & Wade
Massachusetts
$14.6M -$1.86M -24,481 -11%
SPC
372
Stewart & Patten Company
California
$14.5M +$444K +5,827 +3%
Credit Agricole
373
Credit Agricole
France
$14.5M +$1.1M +14,474 +8%
H
374
HoyleCohen
California
$14.4M +$112K +1,470 +0.8%
ZIM
375
Zacks Investment Management
Illinois
$14.4M +$761K +9,995 +6%

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.