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NextEra Energy

2,367 hedge funds and large institutions have $128B invested in NextEra Energy in 2022 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 1,065 increasing their positions, 826 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 1,065 | Existing positions reduced: 826

10% more call options, than puts

Call options by funds: $990M | Put options by funds: $902M

1% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 148

0.25% less ownership

Funds ownership: 77.68%77.43% (-0.25%)

1% less funds holding

Funds holding: 2,3922,367 (-25)

10% less capital invested

Capital invested by funds: $142B → $128B (-$13.7B)

15% less funds holding in top 10

Funds holding in top 10: 9480 (-14)

Holders
2,367
Holders Change
-25
Holders Change %
-1.05%
% of All Funds
37.33%
Holding in Top 10
80
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.89%
% of All Funds
1.26%
New
149
Increased
1,065
Reduced
826
Closed
148
Calls
$990M
Puts
$902M
Net Calls
+$87.7M
Net Calls Change
+$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1951
Halbert Hargrove Global Advisors
California
$321K +$10.7K +134 +4%
RCA
1952
Resonant Capital Advisors
Wisconsin
$320K +$299K +3,731 New
CAN
1953
Claraphi Advisory Network
United States
$319K -$14.7K -183 -5%
FAG
1954
Fortitude Advisory Group
Washington
$319K +$5.85K +73 +2%
CI
1955
Carroll Investors
South Carolina
$318K
PFWA
1956
Paces Ferry Wealth Advisors
Georgia
$318K +$4.81K +60 +2%
LA
1957
Latitude Advisors
Florida
$318K +$92.3K +1,152 +44%
CFO
1958
Collective Family Office
Pennsylvania
$317K -$1.2K -15 -0.4%
NF
1959
Norwood Financial
Pennsylvania
$317K
WCM
1960
WealthBridge Capital Management
Ohio
$317K +$160 +2 +0.1%
5L
1961
55I LLC
Massachusetts
$317K +$300K +3,743 New
FPCP
1962
Fort Point Capital Partners
California
$316K -$70.8K -883 -19%
BCPWM
1963
Bradley & Co Private Wealth Management
Florida
$316K
SWM
1964
Stockman Wealth Management
Montana
$314K -$28.9K -360 -9%
SAM
1965
Sompo Asset Management
Japan
$314K +$55.3K +690 +23%
FIA
1966
Foundations Investment Advisors
Arizona
$312K +$42.1K +525 +16%
RB
1967
Renasant Bank
Mississippi
$311K -$165K -2,061 -36%
OFS
1968
OneAscent Financial Services
Alabama
$311K -$481 -6 -0.2%
KTC
1969
Kistler-Tiffany Companies
Pennsylvania
$311K +$401 +5 +0.1%
HC
1970
Henshaw Capital
Massachusetts
$311K
CFA
1971
Cahill Financial Advisors
Minnesota
$310K +$240 +3 +0.1%
FAB
1972
First American Bank
Illinois
$310K
WAM
1973
WNY Asset Management
New York
$309K -$321 -4 -0.1%
JHCP
1974
Jackson Hole Capital Partners
Oklahoma
$309K +$17.4K +217 +6%
RZH
1975
Relyea Zuckerberg Hanson
Connecticut
$308K -$11.5K -144 -4%

NEE Hedge Fund Activity: Q1 2022 in Review

2,367 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2022, worth a combined $128B — down 9.7% from $142B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new NEE positions and 148 closed out — a net gain of 1 holder — while 1,065 added to existing stakes and 826 trimmed.

The largest buyer was State Street, adding an estimated $643M. The largest seller was Capital World Investors, exiting entirely with an estimated $1.42B sold.

  • 2,367 institutional investors held NextEra Energy (NEE) as of Q1 2022, down from 2,392 in Q4 2021.
  • Funds reported $128B of NextEra Energy stock for Q1 2022, down 9.7% quarter-over-quarter.
  • 149 funds opened new NextEra Energy positions in Q1 2022 and 148 closed out, a net change of +1 holder.
  • The largest NextEra Energy buyer in Q1 2022 was State Street, an estimated $643M added.
  • The largest NextEra Energy seller in Q1 2022 was Capital World Investors, an estimated $1.42B sold.

Based on aggregated 13F filings for Q1 2022.