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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
Canada Life
176
Canada Life
Manitoba, Canada
$64.8M -$11.6M -151,864 -15%
CCMG
177
Clark Capital Management Group
Pennsylvania
$64.8M -$8.83M -115,974 -12%
DCM
178
Donaldson Capital Management
Indiana
$64.6M +$3.14M +41,256 +5%
FAF
179
Första AP-fonden
Sweden
$64.1M +$34.2M +449,000 +119%
Public Sector Pension Investment Board (PSP Investments)
180
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$63.6M -$46.2M -606,346 -42%
Retirement Systems of Alabama
181
Retirement Systems of Alabama
Alabama
$62.3M +$86.8K +1,140 +0.1%
DC
182
Davenport & Co
Virginia
$62M +$560K +7,357 +0.9%
DnB Asset Management
183
DnB Asset Management
Norway
$61.9M -$761K -10,000 -1%
CB
184
Commerce Bank
Missouri
$61.4M +$1.39M +18,240 +2%
TAF
185
Tredje AP-fonden
Sweden
$59.6M +$1.45M +19,000 +3%
RMDI
186
R.M. Davis Inc
Maine
$59.4M -$704K -9,247 -1%
FWIA
187
Fort Washington Investment Advisors
Ohio
$57.8M -$191K -2,514 -0.3%
BA
188
Bridgewater Associates
Connecticut
$57.5M +$31.3M +411,754 +125%
CF
189
Covea Finance
France
$56.2M -$5.33M -70,016 -9%
Creative Planning
190
Creative Planning
Kansas
$55.6M +$4.39M +57,649 +9%
Royal London Asset Management
191
Royal London Asset Management
United Kingdom
$54.2M +$539K +7,086 +1%
GKIM
192
GW&K Investment Management
Massachusetts
$54M -$670K -8,800 -1%
Victory Capital Management
193
Victory Capital Management
Texas
$53.4M -$22.7K -298 -0%
SW
194
SVB Wealth
Massachusetts
$52.8M +$105K +1,382 +0.2%
Millennium Management
195
Millennium Management
New York
$50.5M +$5.15M +67,697 +12%
FFM
196
Fullerton Fund Management
Singapore
$50.2M -$10.4M -137,259 -17%
UB
197
UMB Bank
Missouri
$50.1M -$1.88M -24,684 -4%
RCAMU
198
Rothschild & Co Asset Management US
Connecticut
$49.9M +$6.13M +80,573 +14%
DRZID
199
DePrince Race & Zollo Inc (DRZ)
Florida
$47.6M +$5.18M +68,071 +12%
WG
200
Welch Group
Alabama
$47.2M +$2.03M +26,605 +5%

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.