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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
AQR Capital Management
151
AQR Capital Management
Connecticut
$82.5M -$11.7M -153,521 -12%
CWM
152
CIBC World Markets
New York
$81M +$1.36M +17,848 +2%
M&T Bank
153
M&T Bank
New York
$80.2M +$27.5M +361,805 +39%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$80.1M +$5M +65,704 +7%
First Trust Advisors
155
First Trust Advisors
Illinois
$79.3M +$12.8M +168,099 +20%
WHG
156
Westwood Holdings Group
Texas
$79.2M +$4.35M +57,116 +6%
BTCPP
157
Border to Coast Pensions Partnership
United Kingdom
$78.3M +$7.71M +101,207 +11%
NAM
158
Nissay Asset Management
Japan
$78.2M +$60.5M +794,813 +370%
KACA
159
Kayne Anderson Capital Advisors
California
$77.4M +$5.42M +71,135 +8%
GT
160
Glenmede Trust
Pennsylvania
$77M +$3.2M +42,030 +4%
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$74.6M -$6.47M -84,919 -8%
TAM
162
Tocqueville Asset Management
New York
$74.3M +$1.06M +13,920 +1%
Aviva
163
Aviva
United Kingdom
$72.9M +$6.02M +79,109 +9%
BNP Paribas Asset Management
164
BNP Paribas Asset Management
France
$71.6M +$33.9M +445,393 +93%
Allianz Asset Management
165
Allianz Asset Management
Germany
$71.2M +$3.16M +41,477 +5%
DP
166
Dearborn Partners
Illinois
$70.4M -$127K -1,670 -0.2%
NIG
167
NFJ Investment Group
Texas
$70.1M -$16.9M -222,282 -20%
BC
168
Bartlett & Co
Ohio
$69.9M +$568K +7,460 +0.8%
BCWM
169
Bartlett & Co Wealth Management
Ohio
$69.9M +$568K +7,460 +0.8%
Osaic Holdings
170
Osaic Holdings
Arizona
$69.4M +$2.48M +32,561 +4%
ZIG
171
Zurich Insurance Group
Switzerland
$67.9M -$16.6M -217,967 -20%
EIP
172
Energy Income Partners
Connecticut
$67.7M -$32.4M -426,220 -33%
BG
173
Bollard Group
Massachusetts
$67.5M +$362K +4,756 +0.5%
PC
174
PointState Capital
New York
$65.2M +$63.7M +836,505 +15,909%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$65M -$1.82M -23,876 -3%

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.