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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
2376
Trinity Financial Advisors
Ohio
-$275K -3,252 Closed
SAM
2377
Silphium Asset Management
United Kingdom
-$274K -3,240 Closed
YMRC
2378
Yorktown Management & Research Company
Virginia
-$267K -3,150 Closed
ASFA
2379
All Season Financial Advisors
Colorado
-$262K -3,094 Closed
TLCM
2380
Twin Lakes Capital Management
California
-$259K -3,058 Closed
SCM
2381
Stevens Capital Management
Pennsylvania
-$258K -3,046 Closed
DPI
2382
Diversified Portfolios Inc
Michigan
-$255K -3,006 Closed
BIP
2383
Blueprint Investment Partners
North Carolina
-$254K -2,995 Closed
FCM
2384
Fourpath Capital Management
Oklahoma
-$251K -2,968 Closed
EA
2385
Echo45 Advisors
California
-$248K -2,927 Closed
FVWA
2386
Foster Victor Wealth Advisors
South Carolina
-$251K -2,904 Closed
ESCM
2387
Echo Street Capital Management
New York
-$245K -2,895 Closed
O
2388
Ossiam
France
-$243K -2,866 Closed
OFA
2389
Oak Family Advisors
Illinois
-$240K -2,836 Closed
SFS
2390
Solitude Financial Services
Virginia
-$227K -2,680 Closed
CWP
2391
CFM Wealth Partners
Texas
-$222K -2,620 Closed
MC
2392
Machina Capital
France
-$220K -2,600 Closed
VFA
2393
Values First Advisors
Tennessee
-$219K -2,586 Closed
OPCM
2394
Osborne Partners Capital Management
California
-$219K -2,584 Closed
KAM
2395
KEB Asset Management
Illinois
-$217K -2,564 Closed
AMC
2396
Asset Management Corp
Illinois
-$216K -2,552 Closed
GA
2397
Geller Advisors
New York
-$215K -2,539 Closed
FCFC
2398
First Citizens Financial Corp
Iowa
-$214K -2,527 Closed
IGGA
2399
Iron Gate Global Advisors
Utah
-$212K -2,513 Closed
CCG
2400
Capital CS Group
California
-$212K -2,508 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.