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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
SCM
2076
Shapiro Capital Management
Georgia
$259K
TLCM
2077
Twin Lakes Capital Management
California
$259K +$321 +4 +0.1%
MAM
2078
McLean Asset Management
Virginia
$259K +$3.13K +39 +1%
CWM
2079
CarsonAllaria Wealth Management
Illinois
$258K -$11.9K -148 -5%
PP
2080
Pacifica Partners
Canada
$258K
MWM
2081
Merriman Wealth Management
Washington
$258K +$53.2K +664 +28%
SCM
2082
Stevens Capital Management
Pennsylvania
$258K +$244K +3,046 New
C
2083
CEDRUS
Colorado
$257K +$33.3K +415 +16%
TCM
2084
Triumph Capital Management
Colorado
$256K +$12.6K +157 +5%
DPI
2085
Diversified Portfolios Inc
Michigan
$255K -$88.2K -1,100 -27%
RIA
2086
Regal Investment Advisors
Michigan
$255K -$34.7K -433 -13%
RK
2087
Rather & Kittrell
Tennessee
$255K +$7.29K +91 +3%
BDA
2088
Borer Denton & Associates
Pennsylvania
$254K +$240K +3,000 New
HIIFS
2089
Harel Insurance Investments & Financial Services
Israel
$254K -$435K -5,431 -64%
BIP
2090
Blueprint Investment Partners
North Carolina
$254K -$190K -2,374 -44%
1CP
2091
17 Capital Partners
Arizona
$254K
HCM
2092
Hodges Capital Management
Texas
$254K
SRC
2093
Sage Rhino Capital
California
$253K +$1.84K +23 +0.8%
FFBTD
2094
First Financial Bank - Trust Division
Ohio
$253K +$2.65K +33 +1%
HBWM
2095
Hollow Brook Wealth Management
New York
$252K -$80.1K -1,000 -25%
MCCP
2096
Mission Creek Capital Partners
California
$252K
FCM
2097
Fourpath Capital Management
Oklahoma
$251K -$17.1K -213 -7%
FVWA
2098
Foster Victor Wealth Advisors
South Carolina
$251K +$561 +7 +0.2%
SCM
2099
Spreng Capital Management
Ohio
$250K +$1.04K +13 +0.4%
IA
2100
IFG Advisors
Missouri
$250K +$10.7K +133 +5%

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.