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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
IFS
1976
Ifrah Financial Services
Arkansas
$271K -$38.1K -500 -13%
OPA
1977
Old Port Advisors
Maine
$270K -$6.09K -80 -2%
RIA
1978
Regal Investment Advisors
Michigan
$268K +$33.4K +439 +15%
LAM
1979
L2 Asset Management
Massachusetts
$267K +$5.41K +71 +2%
KCM
1980
Kathmere Capital Management
Pennsylvania
$266K +$2.59K +34 +1%
JCM
1981
Jag Capital Management
Missouri
$266K +$262K +3,436 New
PWP
1982
Perfromance Wealth Partners
Illinois
$265K +$47.2K +620 +22%
TCM
1983
Towercrest Capital Management
Pennsylvania
$264K +$1.37K +18 +0.5%
KWS
1984
Keystone Wealth Services
California
$264K +$1.52K +20 +0.6%
HCA
1985
Heck Capital Advisors
Wisconsin
$263K -$31.4K -412 -11%
CIP
1986
Convergence Investment Partners
Florida
$263K -$305 -4 -0.1%
MIM
1987
MTM Investment Management
South Carolina
$263K
WFMPM
1988
Woodley Farra Manion Portfolio Management
Indiana
$263K
JHCP
1989
Jackson Hole Capital Partners
Oklahoma
$262K -$20.9K -275 -8%
DWA
1990
Dougherty Wealth Advisers
Minnesota
$262K
RB
1991
Renasant Bank
Mississippi
$261K -$23.1K -303 -8%
AIM
1992
Avity Investment Management
Connecticut
$261K
AWMG
1993
Alliance Wealth Management Group
New Jersey
$261K +$1.37K +18 +0.5%
SA
1994
Syntax Advisors
New York
$261K +$22.1K +290 +9%
VCG
1995
Vantage Consulting Group
Virginia
$261K +$22.1K +290 +9%
TFA
1996
Teamwork Financial Advisors
Texas
$260K -$422K -5,544 -62%
PP
1997
Pacifica Partners
Canada
$259K
TFM
1998
TFC Financial Management
Massachusetts
$258K -$9.9K -130 -4%
ACA
1999
Affinity Capital Advisors
California
$257K -$4.87K -64 -2%
TFA
2000
Triad Financial Advisors
North Carolina
$257K -$4.64K -61 -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.