We are live on ! Find out more
NEE icon

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
CBTWT
2076
Community Bank & Trust (Waco, Texas)
Texas
$224K
SA
2077
Strategic Advisors
New York
$224K +$7.31K +96 +3%
MIS
2078
Morningstar Investment Services
Illinois
$224K +$224K +2,946 New
CC
2079
Callan Capital
California
$223K +$10.3K +135 +5%
ST
2080
Sageworth Trust
Pennsylvania
$222K +$218K +2,863 New
ED
2081
Exane Derivatives
France
$222K -$577K -7,575 -73%
CHAM
2082
Clear Harbor Asset Management
Connecticut
$221K
TIAM2
2083
Tru Independence Asset Management 2
Oregon
$220K -$51K -670 -19%
IA
2084
Inspire Advisors
Idaho
$220K -$25K -328 -10%
SIC
2085
Sigma Investment Counselors
Michigan
$220K +$4.34K +57 +2%
MA
2086
MJP Associates
Connecticut
$219K -$2.74K -36 -1%
PCMK
2087
Paragon Capital Management (Kansas)
Kansas
$218K
SEP
2088
Southland Equity Partners
Missouri
$218K +$1.22K +16 +0.6%
1CP
2089
17 Capital Partners
Arizona
$217K -$15.2K -200 -7%
FM
2090
Foster & Motley
Ohio
$217K -$10K -132 -4%
CMG
2091
Cavalry Management Group
California
$217K
TWM
2092
Tanager Wealth Management
United Kingdom
$217K
CCIA
2093
Campbell & Co Investment Adviser
Maryland
$217K +$213K +2,800 New
TCM
2094
Triumph Capital Management
Colorado
$216K -$17.5K -230 -8%
CCIA
2095
Cherry Creek Investment Advisors
Colorado
$216K +$3.96K +52 +2%
PGA
2096
Portland Global Advisors
Maine
$215K -$28.6K -376 -12%
JSL
2097
JT Stratford LLC
Georgia
$215K -$25.1K -330 -11%
NPA
2098
Nichols & Pratt Advisers
Massachusetts
$215K
EC
2099
Elequin Capital
New York
$215K +$12K +157 +6%
WW
2100
Waterfront Wealth
Kansas
$214K

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.