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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
MAWCM
2276
Mine & Arao Wealth Creation & Management
California
$8K
PP
2277
PrairieView Partners
Minnesota
$8K
BI
2278
Bramshill Investments
Florida
$8K +$6.93K +91 New
RF
2279
Robbins Farley
New Hampshire
$8K +$7.61K +100 New
CIM
2280
Contravisory Investment Management
Massachusetts
$7K -$19.8K -260 -75%
CMA
2281
Cedar Mountain Advisors
Oregon
$7K
IRC
2282
Investors Research Corp
Georgia
$7K
FWA
2283
FSC Wealth Advisors
New York
$7K +$6.7K +88 New
WC
2284
Wexford Capital
Florida
$6.16K +$736K +9,672 +14%
TCM
2285
Tradewinds Capital Management
Washington
$6K -$8.53K -112 -58%
PK
2286
Pflug Koory
Nebraska
$6K
TWP
2287
TFO Wealth Partners
Ohio
$6K +$5.86K +77 New
BRWM
2288
B. Riley Wealth Management
Tennessee
$5.71K -$2.94M -38,627 -34%
BPC
2289
Banque Pictet & Cie
Switzerland
$5.45K +$2.34M +30,727 +78%
LWANC
2290
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
PG
2291
Proffitt & Goodson
Tennessee
$5K
ACA
2292
Atlas Capital Advisors
Wyoming
$4.65K
CB
2293
CNB Bank
Pennsylvania
$4K -$2.44K -32 -40%
CAM
2294
ClariVest Asset Management
California
$4K +$837 +11 +21%
SC
2295
Schubert & Co
Texas
$4K +$1.68K +22 +61%
HT
2296
HighTower Trust
Texas
$3.66K +$110K +1,450 +3%
IWP
2297
IAG Wealth Partners
Wisconsin
$3K +$1.22K +16 +89%
LWP
2298
Laurel Wealth Planning
Minnesota
$3K +$3.04K +40 New
BIM
2299
Baldwin Investment Management
Pennsylvania
$2.6K -$172K -2,255 -6%
CWM
2300
Cedar Wealth Management
California
$2K

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.