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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
TFP
2151
Tilia Fiduciary Partners
North Carolina
$153K +$761 +10 +0.5%
SC
2152
Sierra Capital
Florida
$151K -$457 -6 -0.3%
SCM
2153
Silvant Capital Management
Georgia
$151K
HBW
2154
Hazlett, Burt & Watson
West Virginia
$151K +$533 +7 +0.4%
HMS
2155
Hanseatic Management Services
New Mexico
$149K +$837 +11 +0.6%
FMP
2156
Financial Management Professionals
Texas
$144K -$67.2K -883 -32%
LSA
2157
Lansing Street Advisors
Pennsylvania
$135K +$457 +6 +0.3%
TIM
2158
Tortoise Investment Management
New York
$131K +$30.9K +406 +31%
EL
2159
EMFO LLC
Florida
$123K -$251K -3,300 -68%
NFSG
2160
Newbridge Financial Services Group
Florida
$121K -$2.51K -33 -2%
WBC
2161
West Branch Capital
Massachusetts
$120K
TWA
2162
TCI Wealth Advisors
Arizona
$117K -$48.2K -633 -30%
MWM
2163
Mascoma Wealth Management
New Hampshire
$116K +$1.45K +19 +1%
AWM
2164
AllSquare Wealth Management
New York
$113K
FCG
2165
Financial Connections Group
California
$113K
FP
2166
Financial Perspectives
Minnesota
$113K
JWBC
2167
John W. Brooker & Co
California
$112K
HWM
2168
Horizons Wealth Management
North Carolina
$108K +$91.4K +1,200 New
BIMC
2169
Benson Investment Management Company
Virginia
$107K
JFA
2170
JNBA Financial Advisors
Minnesota
$104K +$7.31K +96 +8%
SC
2171
Steph & Co
Wisconsin
$103K
MGIM
2172
M&G Investment Management
United Kingdom
$101K +$29.3M +385,479 +42%
SC
2173
Solstein Capital
California
$99K
RG
2174
Richelieu Gestion
France
$98K -$43.2K -568 -31%
MIFH
2175
Migdal Insurance & Financial Holdings
Israel
$97K -$24.4K -320 -20%

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.