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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
MA
1751
MONECO Advisors
Connecticut
$416K +$62.1K +816 +18%
OIS
1752
Okabena Investment Services
Minnesota
$415K
SDH
1753
Sloy Dahl & Holst
Washington
$415K +$3.81K +50 +0.9%
LCOV
1754
London Company of Virginia
Virginia
$415K +$11.8K +155 +3%
Financial Engines Advisors
1755
Financial Engines Advisors
California
$414K +$74K +972 +22%
CC
1756
Courier Capital
New York
$413K -$247K -3,240 -38%
DBT
1757
Dubuque Bank & Trust
Iowa
$410K
LIA
1758
LBMC Investment Advisors
Tennessee
$410K
RIA
1759
Realta Investment Advisors
Delaware
$409K -$198K -2,600 -34%
FSG
1760
Financial Strategies Group
Michigan
$408K +$2.59K +34 +0.7%
SAM
1761
Synergy Asset Management
Washington
$407K +$400K +5,248 New
MIAS
1762
Mason Investment Advisory Services
Virginia
$407K -$1.35M -17,765 -77%
EIA
1763
Eldridge Investment Advisors
New Hampshire
$406K +$9.29K +122 +2%
CWM
1764
CCG Wealth Management
California
$405K +$3.12K +41 +0.8%
SWA
1765
SFMG Wealth Advisors
Texas
$404K +$5.41K +71 +1%
WI
1766
WrapManager Inc
California
$403K -$1.29K -17 -0.3%
PP
1767
Peconic Partners
New York
$403K
PFA
1768
Plotkin Financial Advisors
Maryland
$403K
AIM
1769
Athena Investment Management
California
$400K
AWM
1770
Accel Wealth Management
Iowa
$399K -$59K -775 -13%
MFG
1771
Menard Financial Group
Texas
$399K -$39.9K -524 -9%
DAM
1772
Delta Asset Management
Tennessee
$399K -$2.36K -31 -0.6%
BFG
1773
Bouchey Financial Group
New York
$399K
NJBEST
1774
New Jersey Better Educational Savings Trust
New Jersey
$397K
PFA
1775
Pathway Financial Advisors
Vermont
$397K

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.