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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
HIM
651
Hotaling Investment Management
Pennsylvania
$4.97M -$2.06K -27 -0%
OPTFSNA
652
Old Point Trust & Financial Services N A
Virginia
$4.91M +$42.3K +556 +0.9%
CF
653
Cantor Fitzgerald
New York
$4.88M +$4.8M +63,009 New
GCL
654
Gouws Capital LLC
North Carolina
$4.86M +$83.7K +1,100 +2%
ACM
655
Advisors Capital Management
New Jersey
$4.83M -$162K -2,125 -3%
FAP
656
Financial Advisory Partners
Florida
$4.81M +$117K +1,534 +3%
CCT
657
Capital City Trust
Florida
$4.8M +$13.9K +183 +0.3%
Bank of Nova Scotia
658
Bank of Nova Scotia
Ontario, Canada
$4.8M +$345K +4,538 +8%
BFA
659
Beaumont Financial Advisors
Massachusetts
$4.79M +$19K +250 +0.4%
PVH
660
Psagot Value Holdings
Israel
$4.79M +$4.71M +61,801 New
FAIM
661
Financial Advocates Investment Management
Washington
$4.75M +$375K +4,923 +9%
HAG
662
HighPoint Advisor Group
Illinois
$4.73M +$4.53M +59,445 New
CDH
663
Charles D. Hyman
$4.66M -$91.6K -1,203 -2%
WAM
664
Weatherly Asset Management
California
$4.66M -$12.9K -169 -0.3%
QCM
665
Quantinno Capital Management
New York
$4.62M -$856K -11,240 -16%
CSIC
666
Clifford Swan Investment Counsel
California
$4.62M +$2.21M +29,020 +95%
CK
667
Cohen Klingenstein
New York
$4.6M
AHIA
668
Andrew Hill Investment Advisors
Florida
$4.59M -$157K -2,056 -3%
FTA
669
Financial & Tax Architects
Missouri
$4.59M +$759K +9,974 +20%
CB
670
Community Bank
New York
$4.59M +$102K +1,335 +2%
WIS
671
Wright Investors Service
Connecticut
$4.58M -$14K -184 -0.3%
AP
672
Americana Partners
Texas
$4.56M +$1.46M +19,173 +48%
FFA
673
Fairfield Financial Advisors
Massachusetts
$4.54M -$484K -6,357 -10%
CFM
674
Capricorn Fund Managers
United Kingdom
$4.52M +$631K +8,289 +17%
LA
675
Lynch & Associates
Indiana
$4.52M +$33K +434 +0.8%

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.