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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
CP
1901
Castleview Partners
Texas
$320K -$33K -434 -12%
LWP
1902
Lumature Wealth Partners
Georgia
$319K -$19.9K -261 -6%
AIP
1903
ARS Investment Partners
New York
$319K
FA
1904
Financial Advantage
Maryland
$319K
CCP
1905
Cassia Capital Partners
North Carolina
$319K +$7.46K +98 +2%
OL
1906
Optas LLC
Texas
$319K +$7.54K +99 +2%
CA
1907
Claro Advisors
Massachusetts
$319K +$40K +526 +15%
HHGA
1908
Halbert Hargrove Global Advisors
California
$318K +$24.5K +322 +9%
NWM
1909
Northcape Wealth Management
New York
$317K -$134K -1,765 -30%
GWA
1910
GGM Wealth Advisors
Maryland
$316K +$30.6K +402 +11%
HCA
1911
Horan Capital Advisors
Ohio
$315K
AWA
1912
Arete Wealth Advisors
Illinois
$314K -$126K -1,654 -29%
B
1913
Barings
North Carolina
$313K +$48.9K +642 +19%
MCM
1914
Mengis Capital Management
Oregon
$312K -$10.7K -140 -3%
CCM
1915
Condor Capital Management
New Jersey
$311K
SCM
1916
Salem Capital Management
Massachusetts
$310K -$75.3K -989 -20%
SL
1917
Summitry LLC
California
$310K -$7K -92 -2%
CCG
1918
Ceeto Capital Group
Florida
$310K
CWM
1919
Concentric Wealth Management
California
$310K
MFG
1920
Monte Financial Group
Connecticut
$310K
SC
1921
Saturna Capital
Washington
$310K
SAM
1922
Sompo Asset Management
Japan
$309K +$21.3K +280 +8%
RZH
1923
Relyea Zuckerberg Hanson
Connecticut
$309K +$23.4K +307 +8%
GIM
1924
Goelzer Investment Management
Indiana
$309K +$58.8K +772 +24%
CAN
1925
Claraphi Advisory Network
United States
$308K +$15.8K +208 +6%

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.