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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
FCH
426
Freestone Capital Holdings
Washington
$11.4M -$1.09M -14,262 -9%
EGA
427
Eagle Global Advisors
Texas
$11.4M -$807K -10,599 -7%
GP
428
Girard Partners
Pennsylvania
$11.3M +$179K +2,351 +2%
KRS
429
Kentucky Retirement Systems
Kentucky
$11.3M +$1.58M +20,736 +17%
Daiwa Securities Group
430
Daiwa Securities Group
Japan
$11.3M +$417K +5,477 +4%
NWM
431
Nicola Wealth Management
British Columbia, Canada
$11.2M -$3.4M -44,629 -24%
HR
432
Howe & Rusling
New York
$11.2M +$206K +2,703 +2%
SPC
433
Sigma Planning Corp
Michigan
$11M -$74.8K -983 -0.7%
Group One Trading
434
Group One Trading
Illinois
$11M +$4.67M +61,365 +76%
NB
435
Norinchukin Bank
Japan
$10.9M -$3.21M -42,115 -23%
ACA
436
Anchor Capital Advisors
Massachusetts
$10.9M -$562K -7,386 -5%
PCM
437
Palisade Capital Management
New Jersey
$10.9M -$137K -1,800 -1%
BCM
438
Bourgeon Capital Management
Connecticut
$10.8M +$154K +2,021 +1%
AIMC
439
Alley Investment Management Company
Illinois
$10.7M +$81.8K +1,075 +0.8%
AAIM
440
Asset Advisors Investment Management
Georgia
$10.6M -$764K -10,030 -7%
MA
441
MUFG Americas
New York
$10.6M -$1.57M -20,635 -13%
FAF
442
Fjarde Ap-fonden
Sweden
$10.6M -$26.1M -342,300 -71%
MKC
443
M. Kraus & Co
Vermont
$10.6M -$30.5K -401 -0.3%
ATC
444
Argent Trust Co
Tennessee
$10.6M +$315K +4,140 +3%
ECG
445
Edge Capital Group
Georgia
$10.5M +$154K +2,017 +2%
ADEF
446
Adams Diversified Equity Fund
Maryland
$10.4M -$13.2M -173,000 -56%
MCG
447
McCollum Christoferson Group
New York
$10.4M -$23.6K -310 -0.2%
FM
448
Freemont Management
Switzerland
$10.4M -$510K -6,700 -5%
VLKIM
449
Van Lanschot Kempen Investment Management
Netherlands
$10.3M +$409K +5,376 +4%
MFA
450
Mayflower Financial Advisors
Massachusetts
$10.2M -$228 -3 -0%

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.