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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
GI
376
GAMCO Investors
Connecticut
$14.2M +$4.46M +58,589 +47%
BBL
377
Beck Bode LLC
Massachusetts
$14.1M +$1M +13,156 +8%
IA
378
IFP Advisors
Florida
$14M
X
379
Xponance
Pennsylvania
$14M -$2.27M -29,799 -14%
CA
380
Callahan Advisors
Texas
$13.7M -$309K -4,055 -2%
MC
381
Middleton & Co
Massachusetts
$13.7M -$191K -2,510 -1%
AHB
382
Abner Herrman & Brock
New Jersey
$13.6M +$452K +5,931 +3%
IIM
383
Intact Investment Management
Quebec, Canada
$13.5M
BCM
384
Brasada Capital Management
Texas
$13.4M +$235K +3,081 +2%
CGPCS
385
Capital Group Private Client Services
California
$13.3M +$5.19M +68,120 +66%
BRWA
386
B. Riley Wealth Advisors
Florida
$13.3M +$37.6K +494 +0.3%
TRCT
387
Tower Research Capital (TRC)
New York
$13.2M -$14M -184,264 -52%
JWM
388
JGP Wealth Management
Oregon
$13.1M +$483K +6,347 +4%
ZCM
389
Ziegler Capital Management
Illinois
$13M +$128K +1,679 +1%
CCM
390
Cinctive Capital Management
New York
$13M +$3.06M +40,247 +32%
SF
391
Synovus Financial
Georgia
$13M +$307K +4,036 +2%
GKWIM
392
Gerber Kawasaki Wealth & Investment Management
California
$12.8M +$15.3K +201 +0.1%
Brown Advisory
393
Brown Advisory
Maryland
$12.7M +$29.8K +392 +0.2%
B
394
Brightworth
Georgia
$12.5M -$125K -1,638 -1%
SWP
395
Stratos Wealth Partners
Ohio
$12.5M +$532K +6,994 +5%
Mercer Global Advisors
396
Mercer Global Advisors
Colorado
$12.4M -$81.3K -1,068 -0.7%
PJSIMP
397
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12.4M -$375K -4,920 -3%
CWM
398
Congress Wealth Management
Massachusetts
$12.4M -$72.3K -950 -0.6%
WBC
399
Westpac Banking Corp
Australia
$12.3M -$4.04K -53 -0%
UOC
400
UBS O'Connor
Illinois
$12.3M +$12.1M +158,918 New

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.