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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
BHWM
2201
Bay Harbor Wealth Management
Maryland
$62K
HCM
2202
Huber Capital Management
California
$62K
MWC
2203
MBM Wealth Consultants
Missouri
$62K
ALAM
2204
Asahi Life Asset Management
Japan
$62K +$60.5K +795 New
CCM
2205
Cribstone Capital Management
Maine
$60K -$5.33K -70 -8%
LFASL
2206
Lugano Financial Advisors SA (LFA)
Switzerland
$58K +$57.9K +760 New
EIM
2207
Essex Investment Management
Massachusetts
$57K
SFG
2208
Steward Financial Group
Texas
$55K +$33.6K +441 +161%
GIA
2209
Goodwin Investment Advisory
Georgia
$54.5K
KFP
2210
KB Financial Partners
New Jersey
$53K
PFA
2211
Professional Financial Advisors
Nebraska
$53K
CIA
2212
Cascade Investment Advisors
Oregon
$52.7K
ME
2213
McIlrath & Eck
Washington
$52K -$11.3K -149 -18%
FBT
2214
First Bank & Trust
South Dakota
$52K
SIAP
2215
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K
GC
2216
Gould Capital
Washington
$49K +$381 +5 +0.8%
DI
2217
Disciplined Investments
Oklahoma
$48K +$914 +12 +2%
RG
2218
Retirement Group
California
$48K +$15.3K +201 +48%
BFG
2219
Baron Financial Group
New Jersey
$47.4K +$305 +4 +0.7%
SC
2220
Seldon Capital
California
$46K
BCMLT
2221
Beacon Capital Management LLC (Tennessee)
Tennessee
$44K
CAM
2222
Close Asset Management
United Kingdom
$44K
DWMG
2223
DB Wealth Management Group
California
$43K
UIA
2224
Ulland Investment Advisors
Minnesota
$43K
HWMA
2225
Heritage Wealth Management (Arizona)
Arizona
$42.8K

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.