We are live on ! Find out more
NEE icon

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
SP
51
Sarasin & Partners
United Kingdom
$349M +$29.1M +382,869 +9%
Bessemer Group
52
Bessemer Group
New Jersey
$344M +$4.5M +59,047 +1%
CS
53
Credit Suisse
Switzerland
$344M -$26.1M -343,028 -7%
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$315M -$2.82M -37,036 -0.9%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$315M +$43.2M +567,591 +16%
RJA
56
Raymond James & Associates
Florida
$308M -$5.57M -73,145 -2%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$301M +$10.8M +141,877 +4%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$286M +$3.86M +50,657 +1%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$283M +$7.82M +102,716 +3%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$278M -$73.9M -971,265 -21%
Ninety One (UK)
61
Ninety One (UK)
United Kingdom
$278M -$19.6M -257,602 -7%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$273M +$8.82M +115,868 +3%
AIM
63
Alphinity Investment Management
Australia
$268M +$93.9M +1,233,270 +55%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$263M +$8.19M +107,600 +3%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$260M +$715K +9,388 +0.3%
Stifel Financial
66
Stifel Financial
Missouri
$251M +$8.08M +106,125 +3%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$244M +$11.9M +155,854 +5%
Citigroup
68
Citigroup
New York
$239M +$13M +170,555 +6%
SEI Investments
69
SEI Investments
Pennsylvania
$234M +$14.5M +190,286 +7%
Nordea Investment Management
70
Nordea Investment Management
Sweden
$232M +$32.3M +424,896 +16%
GF
71
Gabelli Funds
New York
$215M +$11.4M +149,400 +6%
National Pension Service
72
National Pension Service
South Korea
$214M +$20.1M +263,754 +11%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$214M -$14M -184,030 -6%
VNIM
74
Vaughan Nelson Investment Management
Texas
$207M +$9.31M +122,250 +5%
ECP
75
Electron Capital Partners
New York
$205M +$122M +1,601,351 +153%

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.