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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
NWA
2001
New World Advisors
Massachusetts
$257K
HI
2002
Hudock Inc
Pennsylvania
$256K -$134K -1,762 -35%
TLP
2003
Trinity Legacy Partners
Texas
$256K -$28.3K -372 -11%
HWA
2004
Heritage Wealth Advisors
Virginia
$256K
NF
2005
NTB Financial
Colorado
$256K
LCM
2006
Leisure Capital Management
California
$255K
TF
2007
Theory Financial
Colorado
$255K +$9.74K +128 +4%
SFG
2008
SNS Financial Group
Minnesota
$253K +$5.56K +73 +2%
AC
2009
AlphaCore Capital
California
$253K +$43.8K +575 +21%
GHA
2010
GW Henssler & Associates
Georgia
$251K
ML
2011
McAdam LLC
Pennsylvania
$250K -$30.8K -404 -11%
GWS
2012
Glassman Wealth Services
Virginia
$250K +$3.2K +42 +1%
FA
2013
Faithward Advisors
Pennsylvania
$249K -$4.26K -56 -2%
RIM
2014
Reynolds Investment Management
South Carolina
$249K +$76 +1 +0%
SCA
2015
Sage Capital Advisors
South Dakota
$248K -$3.81K -50 -2%
FNT
2016
First Nebraska Trust
Nebraska
$247K +$837 +11 +0.3%
CCM
2017
Compton Capital Management
Rhode Island
$247K -$530K -6,964 -69%
EA
2018
Eudaimonia Advisors
Tennessee
$247K -$18K -236 -7%
FOA
2019
Five Oceans Advisors
California
$247K -$1.14K -15 -0.5%
RAM
2020
Riggs Asset Management
Pennsylvania
$247K
SC
2021
Sawyer & Company
Massachusetts
$247K +$87.6K +1,150 +56%
AWM
2022
Aprio Wealth Management
Georgia
$246K +$242K +3,175 New
FSC
2023
Full Sail Capital
Oklahoma
$245K -$5.94K -78 -2%
AIM
2024
Achmea Investment Management
Netherlands
$245K
IPW
2025
Inlet Private Wealth
Florida
$245K

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.