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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
WWM
2251
Wolff Wiese Magana
California
$20K -$3.81K -50 -16%
GM
2252
GeoWealth Management
Illinois
$20K +$2.06K +27 +12%
TAIM
2253
TD Ameritrade Investment Management
Nebraska
$19K -$17.4K -229 -48%
IAMOG
2254
Investors Asset Management of Georgia
Georgia
$19K +$18.6K +244 New
EIP
2255
Ellis Investment Partners
Pennsylvania
$18K
AW
2256
Avion Wealth
Texas
$18K +$6.01K +79 +53%
GIA
2257
GHP Investment Advisors
Colorado
$17K
TAM
2258
Tucker Asset Management
Colorado
$16.6K +$16.3K +214 New
BAM
2259
Byrne Asset Management
New Jersey
$15K
JPLA
2260
Joseph P. Lucia & Associates
New York
$15K
TCWA
2261
Ten Capital Wealth Advisors
Washington
$15K
RA
2262
Rise Advisors
New York
$15K +$152 +2 +1%
ETI
2263
Enterprise Trust & Investment
California
$15K +$14.7K +193 New
KFS
2264
Kelly Financial Services
Massachusetts
$13.3K
BAM
2265
Bellevue Asset Management
Washington
$12K
OA
2266
Operose Advisors
Wisconsin
$11K
HWM
2267
HighMark Wealth Management
Minnesota
$11K +$2.28K +30 +26%
SFA
2268
Semmax Financial Advisors
North Carolina
$10K -$19.6K -258 -70%
SCA
2269
Stuart Chaussee & Associates
California
$10K
WAS
2270
Winch Advisory Services
Wisconsin
$10K +$76 +1 +0.8%
GIS
2271
Grayhawk Investment Strategies
Alberta, Canada
$10K +$7.76K +102 New
FCMT
2272
Founders Capital Management (Texas)
Texas
$9K +$8.76K +115 New
BBPWM
2273
Blue Bell Private Wealth Management
Pennsylvania
$8K
CFN
2274
Cordasco Financial Network
Florida
$8K
MCA
2275
Maryland Capital Advisors
Maryland
$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.