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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
Mariner
126
Mariner
Kansas
$118M +$17.2M +225,797 +17%
MP
127
Munro Partners
Australia
$118M +$7M +91,955 +6%
BC
128
Brookfield Corp
Ontario, Canada
$116M -$97.3M -1,278,278 -46%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$115M +$3.81M +50,055 +4%
SO
130
STRS Ohio
Ohio
$109M +$9.75M +128,007 +10%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$106M -$9.08M -119,247 -8%
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$106M -$25.6M -336,062 -20%
Bank Julius Baer & Co
133
Bank Julius Baer & Co
Switzerland
$102M -$2.1M -27,616 -2%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$101M -$185K -2,426 -0.2%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$98.3M +$2.85M +37,387 +3%
LDFR
136
Lehman & Derafelo Financial Resources
Pennsylvania
$94.6M +$1.78M +23,327 +2%
PCA
137
Personal Capital Advisors
California
$93.6M +$2.05M +26,874 +2%
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$93.5M +$6.39M +83,909 +7%
OAC
139
OMERS Administration Corp
Ontario, Canada
$91M +$25.5M +334,600 +40%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$90.6M -$310K -4,066 -0.3%
Holocene Advisors
141
Holocene Advisors
New York
$90M +$16.4M +215,658 +23%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$89.9M -$429K -5,639 -0.5%
MSV
143
MN Services Vermogensbeheer
Netherlands
$89.6M -$18.8M -246,300 -18%
TCA
144
Tortoise Capital Advisors
Kansas
$88.2M +$8.11M +106,514 +10%
Nomura Asset Management
145
Nomura Asset Management
Japan
$87.6M +$10M +131,662 +13%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$87.1M +$6.68M +87,747 +8%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$86.9M -$8.39M -110,260 -9%
MMH
148
Menora Mivtachim Holdings
Israel
$84.7M -$34.6M -455,000 -29%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$84.1M -$420K -5,512 -0.5%
Asset Management One
150
Asset Management One
Japan
$84.1M +$636K +8,351 +0.8%

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.