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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
RCW
476
Rheos Capital Works
Japan
$9.22M
HWM
477
HFR Wealth Management
New York
$9.19M +$135K +1,772 +2%
MLICM
478
Metropolitan Life Insurance Company (MetLife)
New York
$9.17M -$210K -2,758 -2%
4WM
479
44 Wealth Management
Oregon
$9.02M +$32K +420 +0.4%
RWA
480
Ropes Wealth Advisors
Massachusetts
$9.02M +$591K +7,765 +7%
EHC
481
Everett Harris & Co
California
$9M +$17.4K +229 +0.2%
BCM
482
BTC Capital Management
Iowa
$8.98M -$44.2K -581 -0.5%
GT
483
Greenleaf Trust
Michigan
$8.97M +$193K +2,530 +2%
FHA
484
First Horizon Advisors
Tennessee
$8.93M -$1.13M -14,800 -11%
CAC
485
Core Alternative Capital
Georgia
$8.85M +$1.65M +21,695 +23%
BL
486
BFSG LLC
California
$8.83M -$74.2K -974 -0.8%
AUB
487
Atlantic Union Bankshares
Virginia
$8.74M -$6.55K -86 -0.1%
CG
488
Colony Group
Massachusetts
$8.72M +$1.05M +13,821 +14%
CCFCSB
489
Cape Cod Five Cents Savings Bank
Massachusetts
$8.7M +$135K +1,770 +2%
IAA
490
Independent Advisor Alliance
North Carolina
$8.67M +$22.5K +295 +0.3%
M
491
Mirova
France
$8.62M +$196K +2,578 +2%
PMAM
492
Picton Mahoney Asset Management
Ontario, Canada
$8.57M -$2.1M -27,550 -20%
TYCC
493
Texas Yale Capital Corp
Florida
$8.56M -$162K -2,129 -2%
YIA
494
YHB Investment Advisors
Connecticut
$8.52M +$141K +1,856 +2%
CW
495
Connectus Wealth
Ohio
$8.48M +$6.18M +81,115 +286%
NMERB
496
New Mexico Educational Retirement Board
New Mexico
$8.42M -$411K -5,400 -5%
CCP
497
Corient Capital Partners
California
$8.38M -$281K -3,685 -3%
LGF
498
LGT Group Foundation
Liechtenstein
$8.3M +$3.25M +42,632 +66%
DWA
499
Douglass Winthrop Advisors
New York
$8.26M -$787K -10,332 -9%
PCM
500
Parsons Capital Management
Rhode Island
$8.23M -$117K -1,542 -1%

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.