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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
PFS
576
Prospera Financial Services
Texas
$6.63M +$136K +1,788 +2%
PCA
577
Pallas Capital Advisors
Massachusetts
$6.63M -$216K -2,843 -3%
PAM
578
Private Asset Management
California
$6.61M +$362K +4,761 +6%
Fayez Sarofim & Co
579
Fayez Sarofim & Co
Texas
$6.6M +$81.8K +1,075 +1%
WJWM
580
Williams Jones Wealth Management
New York
$6.6M +$1.1M +14,490 +20%
TCOT
581
Trust Company of Toledo
Ohio
$6.59M +$26.3K +345 +0.4%
SAM
582
Shell Asset Management
Netherlands
$6.56M -$169K -2,221 -3%
MCM
583
Maryland Capital Management
Maryland
$6.56M +$737K +9,686 +13%
AC
584
Allstate Corporation
Illinois
$6.52M +$1.56M +20,451 +32%
ANBT
585
American National Bank & Trust
Texas
$6.51M +$161K +2,115 +3%
BFM
586
Boston Financial Management
Massachusetts
$6.49M -$782K -10,276 -11%
MCM
587
Mattern Capital Management
Colorado
$6.49M +$406K +5,338 +7%
BOTW
588
Bank of the West
California
$6.49M -$191K -2,511 -3%
VVP
589
Venture Visionary Partners
Ohio
$6.43M +$482K +6,337 +8%
RC
590
RegentAtlantic Capital
New Jersey
$6.39M +$1.22M +16,001 +24%
SMI
591
Shelter Mutual Insurance
Missouri
$6.39M
SBL
592
Sargent Bickham Lagudis
Colorado
$6.39M +$13.9K +183 +0.2%
PAS
593
Park Avenue Securities
New York
$6.36M +$408K +5,360 +7%
Parallax Volatility Advisers
594
Parallax Volatility Advisers
California
$6.32M +$1.42M +18,598 +30%
CNC
595
Canandaigua National Corp
New York
$6.28M -$117K -1,531 -2%
MJRIC
596
Mogy Joel R Investment Counsel
California
$6.24M +$150K +1,975 +3%
GRP
597
Global Retirement Partners
California
$6.24M -$34K -446 -0.6%
AWM
598
Avitas Wealth Management
California
$6.23M -$341K -4,474 -5%
FMC
599
First Merchants Corp
Indiana
$6.14M +$28.1K +369 +0.5%
FAT
600
First American Trust
California
$6.13M -$7.34M -96,398 -55%

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.