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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
NF
1951
Norwood Financial
Pennsylvania
$290K
CFO
1952
Collective Family Office
Pennsylvania
$288K -$1.6K -21 -0.6%
SWM
1953
Stockman Wealth Management
Montana
$287K
TCWM
1954
Total Clarity Wealth Management
Illinois
$287K +$6.17K +81 +2%
CIP
1955
Capital Insight Partners
Arizona
$286K -$93.6K -1,230 -25%
KTC
1956
Kistler-Tiffany Companies
Pennsylvania
$286K +$1.98K +26 +0.7%
TWM
1957
Tradition Wealth Management
Minnesota
$285K +$57.5K +755 +26%
FAB
1958
First American Bank
Illinois
$283K
FPCP
1959
Fort Point Capital Partners
California
$283K -$6.09K -80 -2%
CFA
1960
Cahill Financial Advisors
Minnesota
$283K -$457 -6 -0.2%
HBWM
1961
Hollow Brook Wealth Management
New York
$281K +$49.5K +650 +22%
AC
1962
Avestar Capital
New York
$281K +$68.4K +899 +33%
FA
1963
Fermata Advisors
California
$280K -$56.5K -742 -17%
PGWM
1964
Parisi Gray Wealth Management
New Jersey
$280K +$6.09K +80 +2%
FHB
1965
First Hawaiian Bank
Hawaii
$280K +$59.4K +780 +28%
BWG
1966
Beta Wealth Group
California
$279K
MCM
1967
Marathon Capital Management
Maryland
$279K +$274K +3,600 New
WAM
1968
WNY Asset Management
New York
$278K -$4.57K -60 -2%
WCWM
1969
Willow Creek Wealth Management
California
$277K
WAM
1970
Worth Asset Management
Texas
$276K -$20.9K -274 -7%
OSNBOA
1971
Old Second National Bank of Aurora
Illinois
$276K -$18.6K -244 -6%
CA
1972
Corrado Advisors
New Jersey
$276K -$4.26K -56 -2%
WA
1973
Wealth Architects
California
$274K -$25.6K -336 -9%
HIC
1974
Harvey Investment Company
Kentucky
$274K
MWM
1975
Merriman Wealth Management
Washington
$273K +$36.8K +484 +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.