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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
SG
676
Somerset Group
Minnesota
$4.51M -$7.76K -102 -0.2%
ECM
677
Everence Capital Management
Indiana
$4.51M
FTDI
678
First Trust Direct Indexing
Massachusetts
$4.49M +$290K +3,810 +7%
AC
679
Abbrea Capital
California
$4.48M -$39.2K -515 -0.9%
UF
680
Univest Financial
Pennsylvania
$4.48M +$92.5K +1,215 +2%
APSI
681
Asset Planning Services Inc
Louisiana
$4.45M +$213K +2,800 +5%
AWM
682
Apollon Wealth Management
South Carolina
$4.45M +$8.91K +117 +0.2%
WOC
683
West Oak Capital
California
$4.43M -$68.7K -903 -2%
SIC
684
Salem Investment Counselors
North Carolina
$4.41M +$89.2K +1,171 +2%
SLI
685
Sumitomo Life Insurance
Japan
$4.41M +$80.9K +1,062 +2%
SFP
686
Shepherd Financial Partners
Massachusetts
$4.4M +$77K +1,012 +2%
DLCIG
687
D.L. Carlson Investment Group
New Hampshire
$4.4M +$305 +4 +0%
RMCM
688
Reynders McVeigh Capital Management
Massachusetts
$4.39M +$39.5K +519 +0.9%
BAM
689
Belpointe Asset Management
Nevada
$4.39M -$175K -2,294 -4%
TL
690
Tradewinds LLC
North Carolina
$4.38M +$4.31M +56,585 New
CIA
691
Capital Investment Advisors
Georgia
$4.37M -$10.4K -137 -0.2%
IFAM
692
Institutional & Family Asset Management
Colorado
$4.34M +$179K +2,355 +4%
HP
693
Hartree Partners
New York
$4.34M +$4.26M +56,000 New
BRM
694
Boston Research & Management
Massachusetts
$4.33M +$231K +3,040 +6%
EC
695
Enhancing Capital
Pennsylvania
$4.32M -$2.13K -28 -0.1%
QC
696
Quaero Capital
Switzerland
$4.32M -$362K -4,760 -8%
AWCI
697
Alpine Woods Capital Investors
New York
$4.29M -$548K -7,200 -12%
HCMT
698
Highland Capital Management (Tennessee)
Tennessee
$4.27M -$21.5K -283 -0.5%
NB
699
NBT Bank
New York
$4.26M +$77K +1,011 +2%
MLL
700
Moody Lynn & Lieberson
Massachusetts
$4.25M -$580K -7,617 -12%

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.