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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
KIC
1801
Keating Investment Counselors
Florida
$372K
WI
1802
Wedgewood Investors
Pennsylvania
$372K
CHA
1803
Carmichael Hill & Associates
Maryland
$372K +$1.6K +21 +0.4%
SAM
1804
Seelaus Asset Management
New Jersey
$372K +$13.1K +172 +4%
FM
1805
Family Management
New York
$371K -$261K -3,424 -42%
GBWM
1806
Granite Bay Wealth Management
New Hampshire
$370K +$76 +1 +0%
RWA
1807
RGT Wealth Advisors
Texas
$370K +$9.29K +122 +3%
STA
1808
Summit Trail Advisors
New York
$370K +$75.4K +991 +26%
HAI
1809
Hennessy Advisors Inc
California
$369K
MIM
1810
Marco Investment Management
Georgia
$368K
FWM
1811
Fairhaven Wealth Management
Illinois
$367K -$142K -1,867 -28%
AWM
1812
Avior Wealth Management
Nebraska
$366K -$109K -1,429 -23%
CRIG
1813
Charter Research & Investment Group
Connecticut
$366K -$1.68K -22 -0.5%
DA
1814
DCM Advisors
New York
$365K -$55K -722 -13%
4WM
1815
4J Wealth Management
Virginia
$365K +$8.53K +112 +2%
IWN
1816
Independent Wealth Network
Iowa
$364K -$17.6K -231 -5%
DS
1817
DRW Securities
Illinois
$363K +$357K +4,689 New
AC
1818
Addison Capital
Pennsylvania
$362K +$62.9K +826 +21%
GWM
1819
GoalFusion Wealth Management
Texas
$361K
PG
1820
Pendal Group
Australia
$360K -$30.5K -400 -8%
RCA
1821
Resonant Capital Advisors
Wisconsin
$360K +$69.7K +916 +25%
GC
1822
Gratus Capital
Georgia
$360K +$353K +4,643 New
WA
1823
Waverly Advisors
Alabama
$359K +$1.68K +22 +0.5%
IA
1824
Insight Advisors
Pennsylvania
$358K -$4.34K -57 -1%
SMH
1825
Sanders Morris Harris
Texas
$358K

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.