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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
FFM
1851
Forum Financial Management
Illinois
$345K +$72K +946 +27%
LNWTC
1852
Laird Norton Wetherby Trust Company
Washington
$344K -$214K -2,815 -39%
NL
1853
Navalign LLC
California
$344K
CMI
1854
Clare Market Investments
Texas
$343K -$513K -6,735 -60%
GSIS
1855
Global Strategic Investment Solutions
Arizona
$343K -$1.14K -15 -0.3%
TWM
1856
TriaGen Wealth Management
California
$343K +$2.21K +29 +0.7%
CA
1857
Carson Advisory
Georgia
$343K +$48.5K +637 +17%
AIM
1858
AHL Investment Management
Florida
$342K
HIC
1859
Holderness Investments Company
North Carolina
$342K
MWM
1860
MBE Wealth Management
Wisconsin
$342K +$152 +2 +0%
FAM
1861
Flaharty Asset Management
Florida
$342K +$69.1K +908 +26%
FWA
1862
FSM Wealth Advisors
Ohio
$342K +$297K +3,903 New
LKIM
1863
Lawson Kroeker Investment Management
Nebraska
$341K
CWM
1864
Centric Wealth Management
Illinois
$341K +$2.21K +29 +0.7%
BIA
1865
Benchmark Investment Advisors
Illinois
$340K +$69.4K +912 +26%
PCG
1866
Private Capital Group
Connecticut
$338K -$115K -1,514 -26%
MPCG
1867
Matrix Private Capital Group
New York
$338K -$24.9K -327 -7%
PFWA
1868
Paces Ferry Wealth Advisors
Georgia
$338K +$46.2K +607 +16%
DA
1869
DSC Advisors
Illinois
$337K -$21.3K -280 -6%
WCM
1870
WealthBridge Capital Management
Ohio
$337K +$46.6K +612 +16%
TW
1871
Transform Wealth
Colorado
$335K -$221K -2,907 -40%
FBC
1872
Fairfield, Bush & Co
Connecticut
$335K +$10.7K +140 +3%
MLFP
1873
MPS Loria Financial Planners
Illinois
$334K
VCM
1874
Versant Capital Management
Arizona
$333K -$2.44K -32 -0.7%
ACM
1875
Antonetti Capital Management
Florida
$333K

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.