We are live on ! Find out more
NEE icon

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
SMA
1926
Sage Mountain Advisors
Georgia
$307K -$18.7K -245 -6%
TC
1927
TAP Consulting
Missouri
$307K -$4.26K -56 -1%
WA1
1928
Wimmer Associates 1
California
$305K +$381 +5 +0.1%
BMC
1929
Beaton Management Company
Massachusetts
$304K -$1.33M -17,472 -82%
MS
1930
Marshall & Sullivan
Washington
$304K
GC
1931
Garde Capital
Washington
$303K
SAM
1932
SignalPoint Asset Management
Missouri
$303K +$533 +7 +0.2%
FIA
1933
Foundations Investment Advisors
Arizona
$303K +$3.2K +42 +1%
AO
1934
Advisor OS
Illinois
$303K +$110K +1,441 +58%
RRCM
1935
Rappaport Reiches Capital Management
Illinois
$303K +$57K +749 +24%
EFM
1936
E Fund Management
China
$302K +$5.56K +73 +2%
KCFA
1937
Key Client Fiduciary Advisors
New Jersey
$301K -$533 -7 -0.2%
MI
1938
Moneywise Inc
Virginia
$301K
MWA
1939
Meridian Wealth Advisors
Texas
$299K -$2.89K -38 -1%
JGUA
1940
John G. Ullman & Associates
New York
$298K -$60.9K -800 -17%
AWA
1941
Aaron Wealth Advisors
Illinois
$296K -$16.7M -219,296 -98%
S
1942
Surevest
California
$296K
PWM
1943
PBMares Wealth Management
Virginia
$295K
BCB
1944
Brian C. Broderick
$294K
BCPWM
1945
Bradley & Co Private Wealth Management
Florida
$294K +$4.11K +54 +1%
FAG
1946
Fortitude Advisory Group
Washington
$292K
CL
1947
CPWM LLC
Washington
$292K +$42.1K +553 +17%
CC
1948
Centiva Capital
New York
$292K +$287K +3,775 New
CI
1949
Carroll Investors
South Carolina
$291K
JWA
1950
JFS Wealth Advisors
Pennsylvania
$290K -$6.78K -89 -2%

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.