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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
BWL
701
Bogart Wealth LLC
Virginia
$4.22M +$644K +8,454 +18%
ECM
702
Estabrook Capital Management
New York
$4.22M +$139K +1,825 +3%
KHLMTHM
703
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.19M
GTAM
704
Global Trust Asset Management
Florida
$4.19M -$1.17M -15,430 -22%
VCM
705
Violich Capital Management
California
$4.18M -$30.5K -400 -0.7%
RA
706
RFG Advisory
Alabama
$4.17M +$303K +3,977 +9%
WMSA
707
Weiss Multi-Strategy Advisers
New York
$4.16M +$1.05M +13,799 +35%
AA
708
Altrafin AG
$4.16M -$6.55K -86 -0.2%
PAM
709
Peninsula Asset Management
Florida
$4.14M -$128K -1,685 -3%
TC
710
Telemus Capital
Michigan
$4.12M -$244K -3,203 -6%
SNB
711
Security National Bank
Nebraska
$4.11M -$131K -1,723 -3%
IMRF
712
Illinois Municipal Retirement Fund
Illinois
$4.11M +$1.57M +20,656 +64%
GEA
713
Glen Eagle Advisors
New Jersey
$4.09M +$684K +8,982 +20%
SCM
714
Shelton Capital Management
Colorado
$4.09M +$14K +184 +0.3%
S
715
SignatureFD
Georgia
$4.07M -$39.2K -515 -1%
CHC
716
City Holding Co
West Virginia
$4.06M -$68.8K -904 -2%
SF
717
Symphony Financial
Texas
$4.06M +$99K +1,301 +2%
SCA
718
Stokes Capital Advisors
South Carolina
$4.04M -$46.4K -609 -1%
GWMIA
719
Global Wealth Management Investment Advisory
Florida
$3.98M +$502K +6,593 +15%
ECML
720
Eagle Capital Management (Louisiana)
Louisiana
$3.97M -$49.1K -645 -1%
MGIA
721
Moneta Group Investment Advisors
Missouri
$3.97M +$793K +10,415 +26%
BS
722
Boenning & Scattergood
Pennsylvania
$3.95M +$93.9K +1,234 +2%
KNW
723
Kesler Norman & Wride
Utah
$3.95M -$895K -11,751 -19%
SIC
724
SFE Investment Counsel
California
$3.95M +$182K +2,390 +5%
BHC
725
Bowen Hanes & Co
Florida
$3.93M +$81.2K +1,067 +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.