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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
CT
751
Clearstead Trust
Maine
$3.68M +$156K +2,045 +4%
TC
752
Truvestments Capital
Florida
$3.67M +$147K +1,934 +4%
TPA
753
Trivium Point Advisory
Connecticut
$3.65M -$411K -5,398 -11%
SW
754
StrongBox Wealth
Missouri
$3.64M +$77.1K +1,013 +2%
PGAM
755
Princeton Global Asset Management
New Jersey
$3.64M +$186K +2,439 +5%
LNB
756
Ledyard National Bank
$3.63M -$253K -3,320 -7%
JWCA
757
J.W. Cole Advisors
Florida
$3.63M -$1.45K -19 -0%
CT
758
Coastline Trust
Rhode Island
$3.62M +$91.4K +1,200 +3%
WCA
759
Westover Capital Advisors
Delaware
$3.62M +$2.97M +39,044 +511%
GDP
760
Great Diamond Partners
Maine
$3.61M +$305 +4 +0%
PT
761
Plimoth Trust
Massachusetts
$3.6M -$62.5K -821 -2%
SW
762
SkyOak Wealth
Michigan
$3.6M +$46.9K +616 +1%
MFAM
763
Motley Fool Asset Management
Virginia
$3.6M -$249K -3,267 -7%
AAS
764
Annex Advisory Services
Wisconsin
$3.59M +$90.2K +1,185 +3%
SCM
765
Schnieders Capital Management
California
$3.59M -$129K -1,697 -4%
WS
766
Wedbush Securities
California
$3.58M +$58.3K +766 +2%
ST
767
Smithfield Trust
Pennsylvania
$3.56M -$38.5K -506 -1%
CMP
768
Coston McIsaac & Partners
Maine
$3.54M +$3.48M +45,770 New
VI
769
Vestcor Inc
New Brunswick, Canada
$3.54M +$1.11M +14,640 +47%
PA
770
Parallel Advisors
California
$3.53M -$121K -1,594 -3%
Acadian Asset Management
771
Acadian Asset Management
Massachusetts
$3.52M +$2.75M +36,148 +387%
AF
772
Allworth Financial
California
$3.52M -$18.7K -246 -0.5%
LNWWM
773
Laird Norton Wetherby Wealth Management
California
$3.49M -$4.19K -55 -0.1%
GIA
774
Gladstone Institutional Advisory
Florida
$3.49M -$1.47M -19,344 -30%
CCM
775
Carronade Capital Management
Connecticut
$3.49M

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.