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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
Goldman Sachs
26
Goldman Sachs
New York
$868M -$53.5M -702,970 -6%
Ameriprise
27
Ameriprise
Minnesota
$817M +$44.8M +588,777 +6%
AllianceBernstein
28
AllianceBernstein
Tennessee
$785M +$69.6M +914,031 +10%
UBS AM
29
UBS AM
Illinois
$770M -$60.8M -798,649 -7%
Capital International Investors
30
Capital International Investors
California
$750M +$266M +3,494,693 +56%
Charles Schwab
31
Charles Schwab
California
$728M +$6.82M +89,636 +1%
Swiss National Bank
32
Swiss National Bank
Switzerland
$660M +$1.19M +15,600 +0.2%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$654M +$72.2M +948,037 +13%
Mitsubishi UFJ Trust & Banking
34
Mitsubishi UFJ Trust & Banking
Japan
$628M +$43.3M +569,399 +8%
EVM
35
Eaton Vance Management
Massachusetts
$575M -$5.96M -78,324 -1%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$573M -$4.9M -64,391 -0.9%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$561M -$302K -3,962 -0.1%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$549M +$7.96M +104,588 +1%
DZ Bank
39
DZ Bank
Germany
$542M -$59.3M -778,745 -10%
PIF
40
Public Investment Fund
Saudi Arabia
$493M +$485M +6,368,004 New
Amundi
41
Amundi
France
$484M +$52.3M +687,503 +13%
Cohen & Steers
42
Cohen & Steers
New York
$465M +$28.8M +378,405 +7%
Jennison Associates
43
Jennison Associates
New York
$448M +$21.3M +279,723 +5%
BG
44
Bahl & Gaynor
Ohio
$445M +$91M +1,195,035 +26%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$440M +$1.53M +20,103 +0.4%
Macquarie Group
46
Macquarie Group
Australia
$432M +$132M +1,735,904 +35%
CWG
47
C WorldWide Group
Denmark
$403M +$5.91M +77,660 +2%
Principal Financial Group
48
Principal Financial Group
Iowa
$398M -$27.2M -357,784 -7%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$373M -$10.2M -134,622 -3%
Invesco
50
Invesco
Georgia
$363M -$18.5M -242,874 -5%

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.