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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
MMHP
2001
Murphy Middleton Hinkle & Parker
Georgia
$293K +$37.2K +464 +15%
TCM
2002
Teza Capital Management
Illinois
$291K -$180K -2,248 -40%
EA
2003
Eudaimonia Advisors
Tennessee
$291K +$2.88K +36 +1%
GWA
2004
GGM Wealth Advisors
Maryland
$291K +$285K +3,560 New
GAB
2005
German American Bancorp
Indiana
$290K -$5.93K -74 -2%
B
2006
Barings
North Carolina
$288K -$272K -3,394 -50%
CIP
2007
Convergence Investment Partners
Florida
$288K -$3.37K -42 -1%
WFMPM
2008
Woodley Farra Manion Portfolio Management
Indiana
$288K
KCM
2009
Kathmere Capital Management
Pennsylvania
$288K +$57.5K +717 +27%
TCM
2010
Towercrest Capital Management
Pennsylvania
$287K +$1.28K +16 +0.5%
KWS
2011
Keystone Wealth Services
California
$287K +$1.36K +17 +0.5%
TFA
2012
Triad Financial Advisors
North Carolina
$286K -$49.9K -623 -16%
DWA
2013
Dougherty Wealth Advisers
Minnesota
$286K
C
2014
Certuity
Florida
$286K +$3.29K +41 +1%
ACA
2015
Affinity Capital Advisors
California
$286K +$5.13K +64 +2%
LAM
2016
L2 Asset Management
Massachusetts
$286K +$43.5K +543 +19%
AIM
2017
Avity Investment Management
Connecticut
$285K +$24.4K +304 +10%
FA
2018
Fortis Advisors
Pennsylvania
$284K
AWMG
2019
Alliance Wealth Management Group
New Jersey
$284K +$1.28K +16 +0.5%
AA
2020
Aire Advisors
California
$283K +$62.5K +780 +31%
SAM
2021
Strategy Asset Managers
California
$283K +$268K +3,346 New
WAG
2022
Winthrop Advisory Group
Massachusetts
$282K -$21.9K -273 -8%
ACM
2023
Allred Capital Management
Texas
$281K +$79.1K +987 +42%
1IA
2024
1834 Investment Advisors
Wisconsin
$280K -$31.1K -388 -11%
HWA
2025
Heritage Wealth Advisors
Virginia
$280K

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.