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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
CNWM
1776
Clay Northam Wealth Management
California
$397K +$914 +12 +0.2%
RCA
1777
Ranch Capital Advisors
Florida
$394K
Bank of Montreal
1778
Bank of Montreal
Ontario, Canada
$392K -$9.09M -119,437 -2%
AWA
1779
Alta Wealth Advisors
Massachusetts
$392K -$5.33K -70 -1%
PTP
1780
Platform Technology Partners
New York
$392K -$4.95K -65 -1%
CGA
1781
Crescent Grove Advisors
Illinois
$391K
GIP
1782
Granite Investment Partners
California
$391K
TFS
1783
TrustCore Financial Services
Tennessee
$391K +$11.3K +149 +3%
RIM
1784
Rockbridge Investment Management
New York
$390K -$8.53K -112 -2%
PP
1785
PDT Partners
New York
$390K -$2.01M -26,411 -84%
PCM
1786
Pointe Capital Management
Michigan
$389K
PO
1787
Private Ocean
California
$389K +$254K +3,342 +199%
LP
1788
LGL Partners
Pennsylvania
$388K +$152 +2 +0%
G
1789
GenTrust
Florida
$387K +$76 +1 +0%
KPW
1790
Kore Private Wealth
New York
$382K +$6.55K +86 +2%
PAA
1791
Peregrine Asset Advisers
Oregon
$380K -$21.5K -283 -5%
NEWAS
1792
N.E.W. Advisory Services
Wisconsin
$380K +$3.58K +47 +1%
Marshall Wace
1793
Marshall Wace
United Kingdom
$379K -$64.6M -848,339 -99%
ML
1794
Mayport LLC
Massachusetts
$379K -$9.82K -129 -3%
MCM
1795
MV Capital Management
Maryland
$379K +$27.4K +360 +8%
PHIC
1796
Pine Haven Investment Counsel
Massachusetts
$378K +$13.3K +175 +4%
CSWM
1797
Cassady Schiller Wealth Management
Ohio
$377K -$1.22K -16 -0.3%
DMBA
1798
Deseret Mutual Benefit Administrators
Utah
$374K +$8.76K +115 +2%
WA
1799
Waddell & Associates
Tennessee
$374K +$15.6K +205 +4%
FFWM
1800
Future Financial Wealth Management
Ohio
$373K

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.