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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
CAC
1876
Certified Advisory Corp
Florida
$333K +$533 +7 +0.2%
CAAS
1877
Capital Asset Advisory Services
Michigan
$332K -$180K -2,358 -35%
BP
1878
BCK Partners
New York
$331K
AI
1879
Atom Investors
Texas
$331K +$326K +4,276 New
PTC
1880
Philadelphia Trust Company
Pennsylvania
$330K +$13.3K +175 +4%
MMHP
1881
Murphy Middleton Hinkle & Parker
Georgia
$330K +$60.9K +800 +23%
NHC
1882
Nicholas Hoffman & Company
Georgia
$328K +$305 +4 +0.1%
FTUS
1883
Flow Traders U.S.
New York
$328K +$322K +4,236 New
EF
1884
Exeter Financial
Arizona
$327K
LIA
1885
LS Investment Advisors
Michigan
$327K
AFG
1886
Allegheny Financial Group
Pennsylvania
$326K +$1.83K +24 +0.6%
LFA
1887
Legend Financial Advisors
Pennsylvania
$326K +$321K +4,215 New
1WA
1888
180 Wealth Advisors
Washington
$325K -$3.65K -48 -1%
BCA
1889
Bray Capital Advisors
Florida
$325K
BMCM
1890
Bryn Mawr Capital Management
Pennsylvania
$324K +$3.73K +49 +1%
BI
1891
Ballast Inc
Kentucky
$322K -$60.9K -800 -16%
MPM
1892
Meritage Portfolio Management
Kansas
$322K
AW
1893
ACG Wealth
Georgia
$322K +$47.4K +623 +18%
AI
1894
Accredited Investors
Minnesota
$321K -$2.06K -27 -0.6%
AIM
1895
AMI Investment Management
Indiana
$321K
AA
1896
Argent Advisors
Louisiana
$321K
Q
1897
QVR
California
$321K +$316K +4,148 New
CA
1898
Centerpoint Advisors
Massachusetts
$320K
HCMG
1899
Howard Capital Management Group
California
$320K
QC
1900
Quent Capital
New York
$320K +$42.8K +562 +16%

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.