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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
National Bank of Canada
501
National Bank of Canada
Quebec, Canada
$8.21M +$3.16M +41,494 +52%
D.E. Shaw & Co
502
D.E. Shaw & Co
New York
$8.19M -$105M -1,379,343 -93%
TWC
503
TD Waterhouse Canada
Ontario, Canada
$8.16M +$397K +5,220 +6%
AWS
504
Atria Wealth Solutions
New York
$8.14M +$1.68M +22,042 +27%
VMPIC
505
Varma Mutual Pension Insurance Co
Finland
$8.13M
BCP
506
Blue Chip Partners
Michigan
$8.13M -$579K -7,601 -7%
EAMA
507
EFG Asset Management (Americas)
Florida
$8.13M -$228 -3 -0%
HTC
508
Haverford Trust Company
Pennsylvania
$8.09M -$7.46K -98 -0.1%
HWM
509
HB Wealth Management
Georgia
$8.07M +$1.02M +13,349 +15%
Nomura Holdings
510
Nomura Holdings
Japan
$8.07M -$9.09M -119,447 -54%
CTI
511
Community Trust & Investment
Kentucky
$8.06M +$51.7K +679 +0.7%
SG Americas Securities
512
SG Americas Securities
New York
$8.04M +$1.37M +17,935 +21%
Man Group
513
Man Group
United Kingdom
$8M -$15.3M -200,580 Closed
SCA
514
Snowden Capital Advisors
New York
$8M +$1.66M +21,830 +27%
KPWS
515
Kestra Private Wealth Services
Texas
$7.97M +$3.07M +40,359 +65%
FWCM
516
Ferguson Wellman Capital Management
Oregon
$7.93M -$201K -2,634 -3%
FNFDCM
517
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.91M +$105K +1,373 +1%
BB
518
Busey Bank
Illinois
$7.9M +$458K +6,017 +6%
BCI
519
Brinker Capital Investments
Pennsylvania
$7.9M -$2.45M -32,227 -24%
ST
520
Spinnaker Trust
Maine
$7.88M +$418K +5,493 +6%
SFI
521
Siemens Fonds Invest
Germany
$7.86M -$32.2K -423 -0.4%
SAM
522
Sabadell Asset Management
Spain
$7.81M +$3.11M +40,821 +72%
CCM
523
Cohen Capital Management
California
$7.8M
SB
524
Simmons Bank
Arkansas
$7.79M +$428K +5,625 +6%
KBC Group
525
KBC Group
Belgium
$7.78M -$825K -10,836 -10%

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.