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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
VF
451
Vest Financial
Virginia
$10.2M +$1.95M +25,548 +25%
Jones Financial Companies
452
Jones Financial Companies
Missouri
$10.2M -$260K -3,419 -3%
PAM
453
Panagora Asset Management
Massachusetts
$10.2M -$36.9M -484,268 -79%
WC
454
Woodstock Corp
Massachusetts
$10.2M +$9.52K +125 +0.1%
ASN
455
Advisory Services Network
Georgia
$10.1M +$725K +9,527 +8%
AI
456
Atria Investments
North Carolina
$10.1M -$1.26M -16,568 -11%
Fidelity International
457
Fidelity International
Bermuda
$10.1M -$5.97M -78,421 -38%
LMIM
458
Lockheed Martin Investment Management
Maryland
$10.1M -$3.75M -49,300 -28%
NCM
459
Narwhal Capital Management
Georgia
$10M +$564K +7,413 +6%
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$9.9M +$8.54M +112,126 +712%
LSERS
461
Louisiana State Employees Retirement System
Louisiana
$9.82M +$45.7K +600 +0.5%
RWP
462
RWA Wealth Partners
Massachusetts
$9.78M +$273K +3,591 +3%
CTA
463
Chesley Taft & Associates
Illinois
$9.67M +$3.04K +40 +0%
EIA
464
Edgemoor Investment Advisors
Maryland
$9.62M -$31.1K -409 -0.3%
ONB
465
Old National Bancorp
Indiana
$9.52M +$6.2M +81,380 +196%
CIS
466
Connors Investor Services
Pennsylvania
$9.48M +$114K +1,497 +1%
BHWM
467
Bar Harbor Wealth Management
New Hampshire
$9.46M +$1.21M +15,879 +15%
AP
468
Advisor Partners
California
$9.45M +$189K +2,482 +2%
CFB
469
Cullen/Frost Bankers
Texas
$9.42M +$82.8K +1,088 +0.9%
SAM
470
Shikiar Asset Management
New York
$9.41M +$138K +1,810 +2%
EAM
471
Erste Asset Management
Austria
$9.4M +$111K +1,460 +1%
VFM
472
Viking Fund Management
North Dakota
$9.37M +$1.45M +19,000 +19%
MAM
473
Martingale Asset Management
Massachusetts
$9.36M -$16.5M -217,317 -64%
OIM
474
Opus Investment Management
Massachusetts
$9.29M -$761K -10,000 -8%
CIP
475
Chartwell Investment Partners
Pennsylvania
$9.22M +$7.34M +96,418 +425%

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.