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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
NPA
2126
Nichols & Pratt Advisers
Massachusetts
$235K
RFA
2127
RTD Financial Advisors
Pennsylvania
$235K +$2.48K +31 +1%
SIC
2128
Sigma Investment Counselors
Michigan
$235K +$19.1K +238 +9%
CH
2129
Canton Hathaway
Rhode Island
$234K
CC
2130
Cornerstone Capital
California
$233K -$32.1K -400 -13%
AC
2131
Avestar Capital
New York
$232K -$176K -2,190 -44%
AC
2132
ASB Consultores
Florida
$232K
CC
2133
Callan Capital
California
$232K +$11.5K +143 +5%
FMP
2134
Financial Management Professionals
Texas
$232K +$88.5K +1,104 +68%
OCPWS
2135
One Charles Private Wealth Services
Massachusetts
$231K -$4.89K -61 -2%
CCIA
2136
Cherry Creek Investment Advisors
Colorado
$231K +$12K +150 +6%
PWM
2137
PRW Wealth Management
Massachusetts
$229K
GSEP
2138
Golden State Equity Partners
California
$229K +$9.54K +119 +5%
AC
2139
AlphaCore Capital
California
$228K +$216K +2,691 New
SFS
2140
Solitude Financial Services
Virginia
$227K -$51.3K -640 -19%
RWG
2141
Ratio Wealth Group
Colorado
$226K
SL
2142
Salomon & Ludwin
Virginia
$226K +$3.77K +47 +2%
IFA
2143
Interactive Financial Advisors
Illinois
$224K -$1.6K -20 -0.7%
CF
2144
Corrigan Financial
Rhode Island
$224K +$321 +4 +0.2%
CCP
2145
Clarkston Capital Partners
Michigan
$223K -$18.8K -235 -8%
WIA
2146
World Investment Advisors
California
$223K -$4.49K -56 -2%
BAG
2147
Briggs Advisory Group
Rhode Island
$223K
GA
2148
Greenspring Advisors
Maryland
$223K
SWP
2149
ShoreHaven Wealth Partners
New Jersey
$223K +$1.12K +14 +0.5%
TFCP
2150
Twin Focus Capital Partners
Massachusetts
$223K +$1.6K +20 +0.8%

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.