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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
BFA
2401
Beacon Financial Advisory
Ohio
-$212K -2,500 Closed
NWMG
2402
National Wealth Management Group
Ohio
-$211K -2,495 Closed
CFA
2403
Capstone Financial Advisors
Illinois
-$211K -2,487 Closed
PM
2404
Parametrica Management
Hong Kong
-$211K -2,485 Closed
DFG
2405
Demars Financial Group
Washington
-$210K -2,481 Closed
PMG
2406
ProVise Management Group
Florida
-$210K -2,480 Closed
1WM
2407
1900 Wealth Management
Texas
-$209K -2,464 Closed
PPW
2408
Pinnacle Private Wealth
Massachusetts
-$206K -2,428 Closed
OWP
2409
Obermeyer Wealth Partners
Colorado
-$204K -2,413 Closed
HPWM
2410
High Pines Wealth Management
Massachusetts
-$204K -2,412 Closed
CST
2411
Charles Schwab Trust
Nevada
-$204K -2,410 Closed
VWM
2412
Vigilare Wealth Management
Arizona
-$204K -2,410 Closed
TWM
2413
Titus Wealth Management
California
-$204K -2,409 Closed
LFG
2414
Lazard Frères Gestion
France
-$203K -2,407 Closed
BP
2415
Broadleaf Partners
Ohio
-$203K -2,400 Closed
PCM
2416
Poehling Capital Management
Wisconsin
-$203K -2,400 Closed
SA
2417
Sicart Associates
New York
-$203K -2,400 Closed
WFS
2418
Widmann Financial Services
Maryland
-$203K -2,400 Closed
SIM
2419
Sadoff Investment Management
Wisconsin
-$202K -2,390 Closed
OFW
2420
Omnia Family Wealth
Florida
-$202K -2,388 Closed
HAC
2421
Harbor Advisory Corp
New Hampshire
-$202K -2,384 Closed
VT
2422
Vise Technologies
New York
-$202K -2,381 Closed
PWM
2423
Paulson Wealth Management
Illinois
-$202K -2,379 Closed
OCM
2424
Objective Capital Management
Ohio
-$201K -2,369 Closed
TA
2425
Trellis Advisors
Washington
-$200K -2,364 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.