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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
NF
2026
NTB Financial
Colorado
$280K
PWP
2027
Personal Wealth Partners
Minnesota
$280K
SCA
2028
Sage Capital Advisors
South Dakota
$280K +$8.26K +103 +3%
LCM
2029
Leisure Capital Management
California
$279K +$5.05K +63 +2%
PB
2030
Pinnacle Bancorp
Nebraska
$279K +$11.9K +149 +5%
LWM
2031
Liberty Wealth Management
California
$278K -$7.85K -98 -3%
FA
2032
Faithward Advisors
Pennsylvania
$278K +$2.32K +29 +0.9%
IWP
2033
Insight Wealth Partners
Texas
$277K -$99.1K -1,236 -27%
CWM
2034
Curi Wealth Management
North Carolina
$277K -$2.81K -35 -1%
MIM
2035
MTM Investment Management
South Carolina
$276K
GHA
2036
GW Henssler & Associates
Georgia
$275K -$10.9K -136 -4%
FSC
2037
Full Sail Capital
Oklahoma
$275K
TFA
2038
Trinity Financial Advisors
Ohio
$275K
SAM
2039
Silphium Asset Management
United Kingdom
$274K +$260K +3,240 New
CL
2040
CPWM LLC
Washington
$273K -$63.6K -793 -20%
FOA
2041
Five Oceans Advisors
California
$272K -$7.21K -90 -3%
RIM
2042
Reynolds Investment Management
South Carolina
$272K +$258K +3,214 New
GIM
2043
Goelzer Investment Management
Indiana
$272K +$258K +3,216 New
SFG
2044
SNS Financial Group
Minnesota
$271K -$321 -4 -0.1%
WP
2045
WealthShield Partners
North Carolina
$270K -$153K -1,906 -37%
RAM
2046
Riggs Asset Management
Pennsylvania
$270K
GWS
2047
Glassman Wealth Services
Virginia
$270K +$8.41K +105 +3%
FNT
2048
First Nebraska Trust
Nebraska
$269K
IA
2049
Inspire Advisors
Idaho
$269K -$25.2K -314 -9%
SCA
2050
Spearhead Capital Advisors
Florida
$268K -$7.05K -88 -3%

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.