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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
BPA
401
Beacon Pointe Advisors
California
$12.3M -$2.06M -27,123 -15%
CIBC World Market
402
CIBC World Market
Ontario, Canada
$12.1M -$50.9K -668 -0.4%
HHAM
403
HITE Hedge Asset Management
Massachusetts
$12.1M +$11.9M +156,399 New
KWM
404
Kingsview Wealth Management
Oregon
$12M -$8.5M -111,595 -42%
EMPI
405
Elo Mutual Pension Insurance
Finland
$12M +$29.9K +393 +0.3%
NCM
406
Noesis Capital Mangement
Florida
$12M +$1.15M +15,095 +11%
CAN
407
Cetera Advisor Networks
California
$11.9M +$741K +9,730 +7%
OPERF
408
Oregon Public Employees Retirement Fund
Oregon
$11.9M -$232K -3,051 -2%
CJL
409
Cyrus J. Lawrence
New York
$11.8M -$72.8K -956 -0.6%
WSFS
410
Wilmington Savings Fund Society
Delaware
$11.8M +$52.5K +689 +0.5%
FA
411
FDx Advisors
Illinois
$11.8M -$767K -10,070 -6%
Thrivent Financial for Lutherans
412
Thrivent Financial for Lutherans
Minnesota
$11.8M -$5.41M -71,016 -32%
PAI
413
Pittenger & Anderson Inc
Nebraska
$11.8M +$2.58M +33,947 +29%
MSRPS
414
Maryland State Retirement & Pension System
Maryland
$11.8M
BBA
415
BLB&B Advisors
Pennsylvania
$11.7M +$263K +3,456 +2%
SWM
416
Segment Wealth Management
Texas
$11.7M +$409K +5,375 +4%
TH
417
TCTC Holdings
Texas
$11.6M -$43.4K -570 -0.4%
NC
418
NZS Capital
Colorado
$11.6M +$5.73M +75,212 +100%
ACI
419
Alpha Cubed Investments
California
$11.6M -$15.1K -198 -0.1%
KHLMVGHM
420
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.6M +$11.5M +150,774 New
SSB
421
Sandy Spring Bank
Maryland
$11.6M -$234K -3,068 -2%
SC
422
Scotia Capital
Ontario, Canada
$11.5M +$669K +8,783 +6%
MC
423
Moors & Cabot
Massachusetts
$11.5M +$16.6K +218 +0.1%
TCBWMS
424
Texas Capital Bank Wealth Management Services
Texas
$11.5M -$1.36M -17,849 -11%
CA
425
Cullinan Associates
Kentucky
$11.5M +$2.57M +33,730 +29%

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.