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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
GB
1826
Goepper Burkhardt
South Carolina
$358K +$76.1K +1,000 +28%
B
1827
Bridgeworth
Alabama
$356K
DIA
1828
Dean Investment Associates
Ohio
$356K
SN
1829
Sittner & Nelson
Oregon
$356K
AWC
1830
Abundance Wealth Counselors
Pennsylvania
$355K +$3.58K +47 +1%
MCM
1831
Monument Capital Management
Virginia
$354K -$10.7K -141 -3%
KWMG
1832
King Wealth Management Group
Florida
$354K
TSS
1833
Thomas Story & Son
Indiana
$354K
WP
1834
WealthShield Partners
North Carolina
$354K +$105K +1,377 +43%
MFS
1835
Mirabella Financial Services
United Kingdom
$354K +$348K +4,569 New
BMM
1836
Buffington Mohr McNeal
Idaho
$353K
GFPC
1837
Global Financial Private Client
Florida
$352K +$119K +1,561 +56%
PWW
1838
Pettyjohn Wood & White
Virginia
$352K +$10K +132 +3%
HFP
1839
Holistic Financial Partners
Indiana
$350K -$36.6K -481 -10%
EGWAG
1840
Elwood & Goetz Wealth Advisory Group
Georgia
$350K
PCS
1841
Personal CFO Solutions
New Jersey
$350K +$29.4K +386 +9%
GAM
1842
Griffin Asset Management
New York
$349K +$15.2K +200 +5%
FA
1843
Fortis Advisors
Pennsylvania
$349K +$87.6K +1,150 +34%
TFA
1844
Tobias Financial Advisors
Florida
$348K -$533 -7 -0.2%
FBFS
1845
First Business Financial Services
Wisconsin
$348K
VC
1846
Vicus Capital
Pennsylvania
$347K +$5.41K +71 +2%
APW
1847
Acima Private Wealth
Virginia
$347K
TIA
1848
Tiemann Investment Advisors
California
$346K -$990 -13 -0.3%
AWM
1849
Affinity Wealth Management
Delaware
$346K +$14.1K +185 +4%
WF
1850
WoodTrust Financial
Wisconsin
$345K -$96.5K -1,268 -22%

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.