We are live on ! Find out more
NEE icon

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
CCA
2226
Column Capital Advisors
Indiana
$42K -$23.8K -312 -37%
CM
2227
Cornerstone Management
Georgia
$41.7K
EBA
2228
Eagle Bay Advisors
New York
$41.4K +$40.7K +534 New
IFS
2229
Intelligent Financial Strategies
Minnesota
$39K
APF
2230
Alaska Permanent Fund
Alaska
$38K -$78.8K -1,035 -68%
ACM
2231
AUA Capital Management
Pennsylvania
$37K -$1.22K -16 -3%
HS
2232
Horan Securities
United States
$37K
EI
2233
Ellevest Inc
New York
$37K +$12.3K +161 +51%
GWMI
2234
Guardian Wealth Management (Illinois)
Illinois
$36K +$228 +3 +0.6%
VNA
2235
Valley National Advisers
Pennsylvania
$35K +$152 +2 +0.5%
BIA
2236
Bell Investment Advisors
California
$33K +$32.1K +421 New
EA
2237
Evolution Advisers
Virginia
$32K
MAM
2238
Marquette Asset Management
Minnesota
$31K -$24.7K -324 -45%
EW
2239
Emerson Wealth
Michigan
$31K
PPWM
2240
PFG Private Wealth Management
Florida
$31K
AAP
2241
Arax Advisory Partners
Colorado
$30K +$12.2K +160 +71%
SWM
2242
Selective Wealth Management
Virginia
$29K
TFA
2243
Toth Financial Advisory
Virginia
$28K +$5.33K +70 +24%
UWM
2244
Urban Wealth Management
California
$28K +$27.9K +366 New
HI
2245
Hoey Investments
Pennsylvania
$26K +$25.4K +334 New
WIM
2246
Westside Investment Management
California
$25.9K -$3.96K -52 -2%
NIC
2247
Northwest Investment Counselors
Oregon
$25K
RA
2248
Rational Advisors
New York
$23K -$4.96M -65,145 -100%
FIA
2249
FNY Investment Advisers
New York
$23K -$34.3K -450 -60%
M1FG
2250
Mach-1 Financial Group
Arkansas
$23K +$22.8K +300 New

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.