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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
LMKC
2026
L.M. Kohn & Company
Ohio
$245K
MAM
2027
McLean Asset Management
Virginia
$245K +$1.52K +20 +0.7%
WIA
2028
World Investment Advisors
California
$245K +$15.9K +209 +8%
SWM
2029
Silverlake Wealth Management
Vermont
$244K +$2.97K +39 +1%
1IA
2030
1834 Investment Advisors
Wisconsin
$243K -$12.5K -164 -5%
NSAM
2031
North Star Asset Management
Wisconsin
$243K +$761 +10 +0.3%
OLA
2032
Oliver Luxxe Assets
New Jersey
$243K +$5.41K +71 +2%
QFA
2033
Quantum Financial Advisors
California
$243K +$206K +2,711 New
Pacer Advisors
2034
Pacer Advisors
Pennsylvania
$242K -$7.44M -97,780 -97%
SFM
2035
Stack Financial Management
Montana
$242K -$53.3K -700 -18%
VST
2036
Van Strum & Towne
California
$242K
TSW
2037
Thompson Siegel & Walmsley
Virginia
$241K -$258K -3,390 -52%
WTA
2038
Washington Trust Advisors
Massachusetts
$240K -$488K -6,413 -67%
GAB
2039
German American Bancorp
Indiana
$240K -$24.3K -319 -9%
ECM
2040
Elgethun Capital Management
South Dakota
$240K +$1.37K +18 +0.6%
SWMG
2041
Signature Wealth Management Group
Georgia
$240K +$236K +3,095 New
RCG
2042
Regatta Capital Group
California
$239K -$1.83K -24 -0.8%
SPP
2043
Single Point Partners
Massachusetts
$239K +$76 +1 +0%
C
2044
CEDRUS
Colorado
$239K +$3.88K +51 +2%
LJHT
2045
Laurie J. Hall Trustee
$238K
TWP
2046
Tower Wealth Partners
Pennsylvania
$237K -$3.65K -48 -2%
KLWA
2047
Kelly Lawrence W & Associates
California
$237K
SCM
2048
Shapiro Capital Management
Georgia
$237K
SCM
2049
Spreng Capital Management
Ohio
$237K
SRC
2050
Sage Rhino Capital
California
$237K +$5.71K +75 +3%

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.