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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
ML
1976
McAdam LLC
Pennsylvania
$308K +$80 +1 +0%
GB
1977
Goepper Burkhardt
South Carolina
$307K -$16.3K -204 -5%
TCWM
1978
Total Clarity Wealth Management
Illinois
$307K +$28.1K +351 +11%
CA
1979
Corrado Advisors
New Jersey
$306K
BWG
1980
Beta Wealth Group
California
$305K +$289K +3,600 New
CSPIA
1981
Cary Street Partners Investment Advisory
Virginia
$304K +$103K +1,282 +55%
WCWM
1982
Willow Creek Wealth Management
California
$302K -$16.2K -202 -5%
QC
1983
Quent Capital
New York
$302K +$108K +1,345 +61%
CP
1984
Castleview Partners
Texas
$301K -$36.1M -450,471 -99%
TLP
1985
Trinity Legacy Partners
Texas
$300K -$39.1K -488 -12%
PGWM
1986
Parisi Gray Wealth Management
New Jersey
$300K +$13.1K +163 +5%
AW
1987
ACG Wealth
Georgia
$299K -$231K -2,884 -45%
HIC
1988
Harvey Investment Company
Kentucky
$299K
OPA
1989
Old Port Advisors
Maine
$299K +$1.44K +18 +0.5%
FI
1990
Fosun International
China
$298K -$337K -4,200 -55%
VCAM
1991
Van Cleef Asset Management
Ohio
$298K
T
1992
TNF
Montana
$298K +$721 +9 +0.2%
NFC
1993
Northeast Financial Consultants
Connecticut
$298K +$282K +3,513 New
TIAM2
1994
Tru Independence Asset Management 2
Oregon
$297K -$182K -2,268 -39%
FAM
1995
Flaharty Asset Management
Florida
$297K +$160 +2 +0.1%
FFM
1996
Forum Financial Management
Illinois
$296K -$3.93K -49 -1%
SCM
1997
Southport Capital Management
Tennessee
$294K -$184K -2,300 -40%
BIA
1998
Benchmark Investment Advisors
Illinois
$294K +$401 +5 +0.1%
ARC
1999
Advisor Resource Council
Texas
$293K -$364K -4,545 -57%
TFM
2000
TFC Financial Management
Massachusetts
$293K -$74.5K -930 -21%

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.