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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
IPW
2051
Inlet Private Wealth
Florida
$268K
AIM
2052
Achmea Investment Management
Netherlands
$268K +$253K +3,161 New
RRCM
2053
Rappaport Reiches Capital Management
Illinois
$268K +$21.3K +266 +9%
YMRC
2054
Yorktown Management & Research Company
Virginia
$267K
LMKC
2055
L.M. Kohn & Company
Ohio
$267K +$253K +3,152 New
PGA
2056
Portland Global Advisors
Maine
$266K -$10.4K -130 -4%
NSAM
2057
North Star Asset Management
Wisconsin
$266K -$6.97K -87 -3%
FA
2058
Financial Advisors
Massachusetts
$265K
VST
2059
Van Strum & Towne
California
$264K
SWM
2060
Silverlake Wealth Management
Vermont
$263K +$2.32K +29 +0.9%
JSL
2061
JT Stratford LLC
Georgia
$263K -$24.3K -303 -9%
TWP
2062
Tower Wealth Partners
Pennsylvania
$263K -$3.77K -47 -1%
RCG
2063
Regatta Capital Group
California
$263K +$80 +1 +0%
DE
2064
Day & Ennis
Georgia
$263K +$57K +711 +30%
WAM
2065
Worth Asset Management
Texas
$263K +$307K +3,836 New
ASFA
2066
All Season Financial Advisors
Colorado
$262K -$173K -2,154 -41%
TF
2067
Theory Financial
Colorado
$262K
ECM
2068
Elgethun Capital Management
South Dakota
$262K +$1.28K +16 +0.5%
SA
2069
Syntax Advisors
New York
$261K +$1.6K +20 +0.7%
VCG
2070
Vantage Consulting Group
Virginia
$261K +$1.6K +20 +0.7%
SPP
2071
Single Point Partners
Massachusetts
$261K +$247K +3,080 New
LJHT
2072
Laurie J. Hall Trustee
$260K
OLA
2073
Oliver Luxxe Assets
New Jersey
$260K +$12.4K +155 +5%
EWA
2074
Exencial Wealth Advisors
Oklahoma
$259K -$274K -3,417 -53%
KLWA
2075
Kelly Lawrence W & Associates
California
$259K

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.