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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
HC
2101
Henshaw Capital
Massachusetts
$214K -$69.4K -911 -25%
CC
2102
Cornerstone Capital
California
$213K
TPWA
2103
TRUE Private Wealth Advisors
Oregon
$213K +$210K +2,761 New
T
2104
TNF
Montana
$212K -$105K -1,382 -34%
RFA
2105
RTD Financial Advisors
Pennsylvania
$212K -$2.36K -31 -1%
AC
2106
ASB Consultores
Florida
$212K
FW
2107
FirstPurpose Wealth
Utah
$211K +$14.8K +195 +8%
DE
2108
Day & Ennis
Georgia
$210K -$29.3K -385 -12%
PWM
2109
PRW Wealth Management
Massachusetts
$210K
DJYG
2110
David J. Yvars Group
Florida
$209K
AF
2111
Alerus Financial
North Dakota
$208K -$249K -3,266 -55%
SIG
2112
Sky Investment Group
Connecticut
$208K +$8.45K +111 +4%
SL
2113
Salomon & Ludwin
Virginia
$207K
RP
2114
Riverwater Partners
Wisconsin
$207K +$204K +2,678 New
RWG
2115
Ratio Wealth Group
Colorado
$207K
HWA
2116
HHM Wealth Advisors
Tennessee
$206K +$81.4K +1,069 +67%
IFA
2117
Interactive Financial Advisors
Illinois
$205K
PWS
2118
Private Wealth Strategies
Ohio
$205K +$1.07K +14 +0.5%
SWP
2119
ShoreHaven Wealth Partners
New Jersey
$205K +$1.22K +16 +0.6%
RCM
2120
Raleigh Capital Management
North Carolina
$205K +$25.5K +335 +15%
BAG
2121
Briggs Advisory Group
Rhode Island
$204K
CCP
2122
Clarkston Capital Partners
Michigan
$204K
WAM
2123
WealthTrust Asset Management
Florida
$204K +$1.14K +15 +0.6%
MA
2124
McBroom & Associates
Nevada
$204K +$8.45K +111 +4%
FSA
2125
Financial Sense Advisors
California
$203K -$489K -6,424 -71%

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.