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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
FM
2101
Foster & Motley
Ohio
$249K -$6.33K -79 -3%
EA
2102
Echo45 Advisors
California
$248K -$54.5K -680 -19%
MFGM
2103
Marshall Financial Group (Maryland)
Maryland
$248K +$481 +6 +0.2%
TWM
2104
Tradition Wealth Management
Minnesota
$247K -$39.1K -488 -14%
CCM
2105
Chilton Capital Management
Texas
$246K
MF
2106
Meridian Financial
Massachusetts
$246K
CBTWT
2107
Community Bank & Trust (Waco, Texas)
Texas
$245K
ESCM
2108
Echo Street Capital Management
New York
$245K +$232K +2,895 New
NWA
2109
New World Advisors
Massachusetts
$244K -$2.08K -26 -0.8%
HCM
2110
Howland Capital Management
Massachusetts
$244K +$8.41K +105 +4%
O
2111
Ossiam
France
$243K +$203K +2,538 +774%
CHAM
2112
Clear Harbor Asset Management
Connecticut
$242K
MA
2113
MJP Associates
Connecticut
$242K +$5.45K +68 +2%
GFPC
2114
Global Financial Private Client
Florida
$241K +$14.1K +176 +7%
OHIS
2115
Oak Harvest Investment Services
Texas
$240K -$1.76K -22 -0.8%
OFA
2116
Oak Family Advisors
Illinois
$240K +$80 +1 +0%
FHB
2117
First Hawaiian Bank
Hawaii
$239K -$15.6K -195 -6%
WW
2118
Waterfront Wealth
Kansas
$238K -$3.04K -38 -1%
PCMK
2119
Paragon Capital Management (Kansas)
Kansas
$238K +$226K +2,815 New
SEP
2120
Southland Equity Partners
Missouri
$237K +$3.37K +42 +2%
SA
2121
Strategic Advisors
New York
$237K -$188K -2,343 -46%
PWP
2122
Perfromance Wealth Partners
Illinois
$237K
TWM
2123
Tanager Wealth Management
United Kingdom
$237K
CMG
2124
Cavalry Management Group
California
$237K +$224K +2,801 New
BAM
2125
Blueshift Asset Management
New Jersey
$236K +$223K +2,788 New

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.