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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
JWM
776
Jackson Wealth Management
Florida
$3.47M -$5.4M -70,936 -61%
RIM
777
Redpoint Investment Management
Australia
$3.47M +$278K +3,655 +9%
KC
778
Kingfisher Capital
North Carolina
$3.43M +$951K +12,486 +39%
HIM
779
Harbour Investment Management
Washington
$3.43M -$30.5K -400 -0.9%
BOH
780
Bank of Hawaii
Hawaii
$3.42M +$33K +433 +1%
AT
781
AMF Tjänstepension
Sweden
$3.42M -$1.1M -14,470 -25%
WWM
782
Western Wealth Management
Colorado
$3.41M +$50.7K +666 +2%
JLBC
783
J.L. Bainbridge & Co
Florida
$3.41M -$79.9K -1,049 -2%
MWM
784
Meridian Wealth Management
Kentucky
$3.4M +$896K +11,765 +37%
MNBTD
785
Moody National Bank Trust Division
Texas
$3.37M
KC
786
Kenfarb & Co
Kentucky
$3.36M
PTC
787
Private Trust Company
Ohio
$3.36M -$1.25M -16,471 -28%
SC
788
SouthState Corp
Florida
$3.35M +$104K +1,365 +3%
BIAS
789
Beacon Investment Advisory Services
New Jersey
$3.34M -$135K -1,773 -4%
BFC
790
Blue Fin Capital
Rhode Island
$3.34M +$27.9K +366 +0.9%
CCG
791
Cypress Capital Group
Florida
$3.32M +$212K +2,785 +7%
LOAMS
792
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.29M +$575K +7,555 +22%
UCMOK
793
United Capital Management of KS
Kansas
$3.28M -$30.2K -397 -0.9%
Simplex Trading
794
Simplex Trading
Illinois
$3.28M +$3.22M +42,327 New
BCM
795
Barometer Capital Management
Ontario, Canada
$3.27M
AAS
796
Ameritas Advisory Services
Nebraska
$3.27M +$89.7K +1,178 +3%
OPW
797
Oxler Private Wealth
New York
$3.26M +$18.3K +240 +0.6%
CAM
798
Cresset Asset Management
Illinois
$3.26M -$785K -10,312 -19%
SVWAG
799
Sound View Wealth Advisors Group
Georgia
$3.25M -$914 -12 -0%
IB
800
Iyo Bank
Japan
$3.24M

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.