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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
LCM
2351
Laurion Capital Management
New York
-$495K -5,847 Closed
IIM
2352
InTrack Investment Management
Vermont
-$493K -5,816 Closed
TPM
2353
Triasima Portfolio Management
Quebec, Canada
-$490K -5,784 Closed
TSS
2354
Two Sigma Securities
New York
-$417K -5,482 Closed
WFI
2355
West Family Investments
California
-$452K -5,335 Closed
DBG
2356
De Burlo Group
Massachusetts
-$407K -4,800 Closed
JSW
2357
Journey Strategic Wealth
New Jersey
-$407K -4,793 Closed
ASC
2358
Atalanta Sosnoff Capital
New York
-$406K -4,787 Closed
LCS
2359
Levin Capital Strategies
New York
-$386K -4,560 Closed
ACM
2360
Aubrey Capital Management
United Kingdom
-$389K -4,544 Closed
RVPG
2361
Relative Value Partners Group
-$384K -4,530 Closed
OWM
2362
OneAscent Wealth Management
Alabama
-$370K -4,363 Closed
GGI
2363
Godsey & Gibb Inc
Virginia
-$363K -4,284 Closed
DA
2364
Duality Advisers
Florida
-$355K -4,190 Closed
LG
2365
LaFleur & Godfrey
Michigan
-$347K -4,100 Closed
GTCM
2366
Gyon Technologies Capital Management
New Jersey
-$336K -3,969 Closed
LA
2367
Latitude Advisors
Florida
-$318K -3,757 Closed
OFS
2368
OneAscent Financial Services
Alabama
-$311K -3,668 Closed
VCAM
2369
Van Cleef Asset Management
Ohio
-$298K -3,512 Closed
FI
2370
Fosun International
China
-$298K -3,480 Closed
C
2371
Certuity
Florida
-$286K -3,381 Closed
SAM
2372
Strategy Asset Managers
California
-$283K -3,346 Closed
WAG
2373
Winthrop Advisory Group
Massachusetts
-$282K -3,326 Closed
PWP
2374
Personal Wealth Partners
Minnesota
-$280K -3,300 Closed
IWP
2375
Insight Wealth Partners
Texas
-$277K -3,274 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.