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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
NCM
526
Novare Capital Management
North Carolina
$7.72M -$3.15M -41,347 -29%
BSW
527
Buckingham Strategic Wealth
Missouri
$7.69M +$61.8K +812 +0.8%
CCB
528
Country Club Bank
Missouri
$7.67M +$11.8K +155 +0.2%
NEI
529
Northwest & Ethical Investments
Ontario, Canada
$7.66M +$402K +5,283 +6%
LIP
530
Liontrust Investment Partners
United Kingdom
$7.65M
HIMC
531
Heritage Investors Management Corp
Maryland
$7.62M +$468K +6,145 +7%
RBA
532
Richard Bernstein Advisors
New York
$7.6M +$3.52M +46,208 +89%
PI
533
PEAK6 Investments
Illinois
$7.59M +$7.65M +100,428 New
EWM
534
Endurance Wealth Management
Rhode Island
$7.57M +$381 +5 +0%
IIM
535
INTECH Investment Management
Florida
$7.55M +$7.42M +97,504 New
CA
536
Cetera Advisors
Colorado
$7.55M +$75K +985 +1%
CNB
537
Camden National Bank
Maine
$7.54M +$57.8K +759 +0.8%
NC
538
Nicholas Company
Wisconsin
$7.53M -$60.9K -800 -0.8%
BCV
539
Banque Cantonale Vaudoise
Switzerland
$7.5M -$2.01M -26,355 -21%
VPIM
540
Vanguard Personalized Indexing Management
California
$7.46M +$1.26M +16,603 +21%
IWA
541
IBEX Wealth Advisors
New Jersey
$7.42M +$56.9K +748 +0.8%
PI
542
Parkside Investments
Illinois
$7.42M +$230K +3,025 +3%
VCM
543
Vision Capital Management
Oregon
$7.41M -$1.14M -14,967 -14%
PA
544
Profund Advisors
Maryland
$7.39M +$314K +4,124 +5%
DCM
545
Dupont Capital Management
Delaware
$7.34M +$1.2M +15,726 +20%
V
546
Veritable
Delaware
$7.32M +$252K +3,314 +4%
AMI
547
Amica Mutual Insurance
Rhode Island
$7.24M +$1.92M +25,225 +37%
SI
548
Stephens Inc
Arkansas
$7.24M -$943K -12,383 -12%
M
549
MOTCO
Texas
$7.23M +$87K +1,143 +1%
SIG
550
Stonegate Investment Group
Alabama
$7.19M +$526K +6,903 +8%

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.