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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
PP
601
Prudential plc
United Kingdom
$6.12M -$4.32M -56,756 -42%
TMAM
602
Tokio Marine Asset Management
Japan
$6.09M +$640K +8,403 +12%
AAM
603
Autus Asset Management
Arizona
$6.07M +$168K +2,209 +3%
EWM
604
Evercore Wealth Management
New York
$6.06M +$761K +10,000 +15%
AWM
605
Axxcess Wealth Management
California
$5.99M +$253K +3,329 +4%
SAM
606
Silvercrest Asset Management
New York
$5.98M -$72.8K -956 -1%
MKA
607
M. Kulyk & Associates
Georgia
$5.95M +$299K +3,923 +5%
BCCM
608
Bridge Creek Capital Management
Massachusetts
$5.92M -$300K -3,937 -5%
CWG
609
Cornerstone Wealth Group
North Carolina
$5.86M +$552K +7,250 +11%
BEI
610
Benjamin Edwards Inc
Missouri
$5.85M -$241K -3,167 -4%
TPCW
611
TD Private Client Wealth
New York
$5.82M +$386K +5,069 +7%
PI
612
PFS Investments
Georgia
$5.82M -$2.53M -33,233 -31%
JIP
613
Jaffetilchin Investment Partners
Florida
$5.82M -$10.4K -136 -0.2%
BGIM
614
Brandywine Global Investment Management
Pennsylvania
$5.76M -$64.4K -846 -1%
GVAG
615
Great Valley Advisor Group
Delaware
$5.72M +$774K +10,161 +16%
EWM
616
Executive Wealth Management
Michigan
$5.69M -$565K -7,421 -9%
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$5.67M +$377K +4,947 +7%
PTB
618
Pioneer Trust Bank
Oregon
$5.6M +$23.6K +310 +0.4%
WT
619
Whittier Trust
California
$5.6M -$22.7K -298 -0.4%
FWTB
620
First Western Trust Bank
Colorado
$5.6M -$820K -10,774 -13%
ISL
621
Ingalls & Snyder LLC
New York
$5.57M -$36.8K -484 -0.7%
USAA
622
United Services Automobile Association
Texas
$5.57M +$5.47M +71,840 New
FFA
623
Fragasso Financial Advisors
Pennsylvania
$5.56M +$190K +2,496 +4%
Verition Fund Management
624
Verition Fund Management
Connecticut
$5.54M +$1.01M +13,304 +23%
LCM
625
Logan Capital Management
Pennsylvania
$5.52M +$109K +1,427 +2%

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.