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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
TFA
2301
Transamerica Financial Advisors
Florida
$2K +$1.52K +20 New
WA
2302
WestEnd Advisors
North Carolina
$1.63K +$1.6K +21 New
FSWA
2303
Financial Synergies Wealth Advisors
Texas
$1.47K +$1.45K +19 New
IAIM
2304
International Assets Investment Management
Florida
$1.16K +$49K +644 +4%
JSAM
2305
J. Safra Asset Management
New York
$1K -$2.36K -31 -17%
ACK
2306
Andrew C. Karlinski
$1K
BMD
2307
Better Money Decisions
New Mexico
$1K +$609 +8 New
ONST
2308
Old North State Trust
North Carolina
$495
FGAM
2309
Financial Gravity Asset Management
Texas
$404 -$13.1K -172 -22%
MF
2310
Magnetar Financial
Illinois
$273 +$268K +3,518 New
ZP
2311
Zimmer Partners
New York
-$59.6M -703,409 Closed
MSR
2312
Main Street Research
Connecticut
-$25.1M -295,868 Closed
MSL
2313
Mackay Shields LLC
New York
-$23.9M -282,612 Closed
Qube Research & Technologies (QRT)
2314
Qube Research & Technologies (QRT)
United Kingdom
-$10.5M -123,993 Closed
RA
2315
Rovida Advisors
Florida
-$8.51M -100,400 Closed
ASGS
2316
Alpha Square Group S
New York
-$8.47M -100,000 Closed
CC
2317
Coann Capital
Connecticut
-$8.4M -99,161 Closed
HF
2318
HRT Financial
New York
-$8.01M -94,583 Closed
VAS
2319
Valicenti Advisory Services
New York
-$7.19M -84,889 Closed
TC
2320
TwinBeech Capital
New York
-$6.92M -81,730 Closed
CC
2321
Carlson Capital
Texas
-$4.21M -49,700 Closed
AGA
2322
Accuvest Global Advisors
Utah
-$4.2M -49,563 Closed
EGM
2323
Engineers Gate Manager
New York
-$3.79M -44,685 Closed
DTL
2324
Dynamic Technology Lab
Singapore
-$2.94M -34,710 Closed
IRF
2325
IBM Retirement Fund
New York
-$2.65M -31,333 Closed

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.