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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
CH
2051
Canton Hathaway
Rhode Island
$237K +$22.8K +300 +11%
NFC
2052
Northeast Financial Consultants
Connecticut
$236K -$35.1K -461 -13%
FA
2053
Financial Advisors
Massachusetts
$236K -$6.09K -80 -3%
CWM
2054
CarsonAllaria Wealth Management
Illinois
$236K
LWM
2055
Liberty Wealth Management
California
$235K -$18.8K -247 -8%
SCA
2056
Spearhead Capital Advisors
Florida
$234K -$11.1K -146 -5%
SG
2057
Swarthmore Group
Pennsylvania
$233K -$3.17M -41,685 -93%
HCM
2058
Howland Capital Management
Massachusetts
$233K +$9.52K +125 +4%
BDA
2059
Borer Denton & Associates
Pennsylvania
$232K
HCM
2060
Hodges Capital Management
Texas
$232K
CF
2061
Corrigan Financial
Rhode Island
$231K +$26K +341 +13%
FFBTD
2062
First Financial Bank - Trust Division
Ohio
$231K -$305 -4 -0.1%
OHIS
2063
Oak Harvest Investment Services
Texas
$231K +$11.6K +152 +5%
CWM
2064
Collaborative Wealth Management
Florida
$231K +$227K +2,981 New
MCCP
2065
Mission Creek Capital Partners
California
$230K
IA
2066
IFG Advisors
Missouri
$229K +$76 +1 +0%
MFGM
2067
Marshall Financial Group (Maryland)
Maryland
$229K +$2.13K +28 +1%
AC
2068
Apella Capital
Connecticut
$229K +$28.2K +371 +14%
AA
2069
Aire Advisors
California
$228K -$27.6K -362 -11%
OCPWS
2070
One Charles Private Wealth Services
Massachusetts
$226K +$7.23K +95 +3%
SFO
2071
Stokes Family Office
Louisiana
$226K +$23.1K +303 +12%
RK
2072
Rather & Kittrell
Tennessee
$225K -$8.6K -113 -4%
CCM
2073
Chilton Capital Management
Texas
$225K
MF
2074
Meridian Financial
Massachusetts
$225K
ACM
2075
Allred Capital Management
Texas
$224K -$32.3K -424 -13%

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.