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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
MPI
1726
Mairs & Power Inc
Minnesota
$441K +$25.9K +340 +6%
WAAG
1727
Wealth Alliance Advisory Group
Kansas
$441K +$45.2K +594 +12%
SRC
1728
Shufro Rose & Co
New York
$440K
VCM
1729
Vivaldi Capital Management
Illinois
$436K +$3.2K +42 +0.8%
SFG
1730
Sather Financial Group
Texas
$435K +$23.9K +314 +6%
RW
1731
REDW Wealth
New Mexico
$433K
HNWAG
1732
High Net Worth Advisory Group
Florida
$431K -$22.8K -300 -5%
MHR
1733
Matthew Hamilton Rosenberg
$431K -$16.7K -220 -4%
SLWA
1734
San Luis Wealth Advisors
California
$430K -$162K -2,124 -28%
CC
1735
Chicago Capital
Illinois
$428K -$60.9K -800 -13%
SSCA
1736
South Shore Capital Advisors
Massachusetts
$428K +$2.13K +28 +0.5%
TWM
1737
Thrive Wealth Management
Pennsylvania
$428K +$28.1K +369 +7%
APA
1738
Astoria Portfolio Advisors
New York
$428K +$420K +5,523 New
RHP
1739
Royal Harbor Partners
Texas
$426K +$1.07K +14 +0.3%
PWA
1740
Primoris Wealth Advisors
Florida
$425K +$9.21K +121 +2%
LIG
1741
Lokken Investment Group
Delaware
$424K -$3.27K -43 -0.8%
IF
1742
Insight Folios
North Carolina
$423K +$14.7K +193 +4%
HFAS
1743
Hummer Financial Advisory Services
Illinois
$422K
FNBOH
1744
First National Bank of Hutchinson
Kansas
$422K +$5.25K +69 +1%
LS
1745
Leelyn Smith
Illinois
$421K
KFI
1746
Key Financial Inc
Pennsylvania
$420K +$38.1K +500 +11%
CL
1747
Choreo LLC
Illinois
$420K +$77.6K +1,019 +23%
GAA
1748
Global Assets Advisory
Florida
$418K +$395K +5,187 New
HKIM
1749
Hayek Kallen Investment Management
Alabama
$417K -$11K -145 -3%
QPWM
1750
Quadrant Private Wealth Management
Pennsylvania
$417K +$38.1K +501 +10%

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.