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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
MWP
2126
Meridian Wealth Partners
Pennsylvania
$203K +$200K +2,628 New
TFCP
2127
Twin Focus Capital Partners
Massachusetts
$202K -$1.83K -24 -0.9%
BWM
2128
Blossom Wealth Management
California
$202K +$1.9K +25 +1%
SWA
2129
Sax Wealth Advisors
New Jersey
$201K -$152K -2,000 -44%
GCM
2130
Gables Capital Management
Florida
$201K
PMG
2131
Private Management Group
California
$201K +$2.28K +30 +1%
AFS
2132
Axiom Financial Strategies
Indiana
$201K +$197K +2,591 New
TCFP
2133
Treasure Coast Financial Planning
Florida
$201K +$197K +2,594 New
GA
2134
Greenspring Advisors
Maryland
$200K -$4.19K -55 -2%
DWM
2135
Drive Wealth Management
Utah
$200K +$3.65K +48 +2%
PHK
2136
Point72 Hong Kong
Hong Kong
$195K -$137K -1,796 -42%
PA
2137
PSI Advisors
Florida
$194K +$228 +3 +0.1%
TC
2138
Trust Company
Kansas
$191K
GLLW
2139
Graves Light Lenhart Wealth
Virginia
$185K
AA
2140
Addison Advisors
Vermont
$185K +$1.68K +22 +0.9%
WWMSC
2141
Wagner Wealth Management (South Carolina)
South Carolina
$179K +$176K +2,314 New
SMG
2142
Spectrum Management Group
Indiana
$176K
SWM
2143
Scissortail Wealth Management
Oklahoma
$176K +$143K +1,883 New
BLC
2144
Brown, Lisle/Cummings
Rhode Island
$172K +$4.57K +60 +3%
SAM
2145
Sycomore Asset Management
France
$169K
TFGT
2146
TS Financial Group (TSFG)
Illinois
$166K +$3.2K +42 +2%
WOSD
2147
WFA of San Diego
California
$163K +$160K +2,100 New
BC
2148
Burleson & Co
California
$159K -$76 -1 -0%
SWM
2149
Sugarloaf Wealth Management
Georgia
$159K +$10.4K +136 +7%
CAL
2150
Capital Advisors Ltd
Ohio
$153K -$4.49K -59 -3%

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.