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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
AAP
551
Aristotle Atlantic Partners
Florida
$7.18M +$406K +5,334 +6%
CF
552
Clarity Financial
Texas
$7.17M +$852K +11,189 +14%
TF
553
TRH Financial
Iowa
$7.14M +$1.11M +14,598 +19%
FTC
554
Farmers Trust Company
Ohio
$7.14M +$109K +1,434 +2%
GCA
555
Greenwood Capital Associates
South Carolina
$7.14M +$7M +91,947 +39,462%
FEG
556
Financial Enhancement Group
Indiana
$7.11M +$67K +880 +1%
Swedbank
557
Swedbank
Sweden
$7.11M -$30.5M -400,208 -81%
CC
558
Constitution Capital
Connecticut
$7.09M +$64.7K +850 +0.9%
TC
559
TownSquare Capital
Utah
$7.09M -$283K -3,712 -4%
AIP
560
Ameritas Investment Partners
Nebraska
$7.08M -$45.8K -602 -0.7%
SEEDPG
561
S.E.E.D. Planning Group
New York
$7.06M +$1.16M +15,289 +20%
ST
562
Somerset Trust
Pennsylvania
$7.02M +$12.4K +163 +0.2%
SIM
563
Studio Investment Management
Illinois
$6.88M -$141K -1,855 -2%
AHC
564
Adell Harriman & Carpenter
Texas
$6.88M -$547K -7,179 -7%
VAS
565
Vestmark Advisory Solutions
Massachusetts
$6.87M +$727K +9,543 +12%
WTB
566
Washington Trust Bank
Washington
$6.81M +$34.2K +449 +0.5%
KWILP
567
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.79M -$3.04M -39,965 -31%
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$6.77M +$1.01M +13,317 +18%
BA
569
Baugh & Associates
Georgia
$6.77M -$75.1K -986 -1%
MA
570
Montag & Associates
Georgia
$6.75M -$44.3K -582 -0.7%
OBGC
571
O'Brien Greene & Co
Pennsylvania
$6.73M +$104K +1,364 +2%
JAG
572
Journey Advisory Group
Kentucky
$6.71M +$637K +8,363 +12%
NMIMC
573
Northwestern Mutual Investment Management Company
Wisconsin
$6.69M -$7.08K -93 -0.1%
HPIA
574
Hamilton Point Investment Advisors
North Carolina
$6.68M +$91.7K +1,205 +1%
WorldQuant Millennium Advisors
575
WorldQuant Millennium Advisors
New York
$6.64M +$628K +8,251 +11%

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.