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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
NWMG
2176
National Wealth Management Group
Ohio
$211K -$16K -200 -7%
CFA
2177
Capstone Financial Advisors
Illinois
$211K -$16.8K -210 -8%
PM
2178
Parametrica Management
Hong Kong
$211K +$199K +2,485 New
PMG
2179
ProVise Management Group
Florida
$210K -$229K -2,861 -54%
AO
2180
Advisor OS
Illinois
$210K -$17.2K -215 -8%
DFG
2181
Demars Financial Group
Washington
$210K +$240 +3 +0.1%
1WM
2182
1900 Wealth Management
Texas
$209K
TC
2183
Trust Company
Kansas
$208K
MFS
2184
Madrona Financial Services
Washington
$206K
PPW
2185
Pinnacle Private Wealth
Massachusetts
$206K +$8.01K +100 +4%
CST
2186
Charles Schwab Trust
Nevada
$204K -$335K -4,174 -63%
HPWM
2187
High Pines Wealth Management
Massachusetts
$204K
OWP
2188
Obermeyer Wealth Partners
Colorado
$204K
TWM
2189
Titus Wealth Management
California
$204K +$19.2K +239 +11%
VWM
2190
Vigilare Wealth Management
Arizona
$204K +$193K +2,410 New
BP
2191
Broadleaf Partners
Ohio
$203K
PCM
2192
Poehling Capital Management
Wisconsin
$203K
SA
2193
Sicart Associates
New York
$203K
WFS
2194
Widmann Financial Services
Maryland
$203K
LFG
2195
Lazard Frères Gestion
France
$203K +$8.98K +112 +5%
VT
2196
Vise Technologies
New York
$202K -$13.5K -168 -7%
SIM
2197
Sadoff Investment Management
Wisconsin
$202K -$5.13K -64 -3%
GLLW
2198
Graves Light Lenhart Wealth
Virginia
$202K
HAC
2199
Harbor Advisory Corp
New Hampshire
$202K
OFW
2200
Omnia Family Wealth
Florida
$202K

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.