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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
MFS
2426
Madrona Financial Services
Washington
-$206K -2,363 Closed
ACM
2427
Aquatic Capital Management
Illinois
-$186K -2,200 Closed
CC
2428
Commons Capital
Massachusetts
-$148K -1,748 Closed
FFA
2429
Freedman Financial Associates
Massachusetts
-$128K -1,500 Closed
BHWM
2430
Beaird Harris Wealth Management
Texas
-$106K -1,256 Closed
AIL
2431
AGF Investments LLC
Ontario, Canada
-$105K -1,240 Closed
LPIC
2432
LeJeune Puetz Investment Counsel
Michigan
-$101K -1,200 Closed
LAS
2433
Lloyd Advisory Services
Georgia
-$101K -1,190 Closed
SPWM
2434
Spartan Planning & Wealth Management
North Carolina
-$71.4K -938 -100%
TFO
2435
Tarbox Family Office
California
-$75K -885 Closed
GAM
2436
Gemmer Asset Management
California
-$71K -842 Closed
PAG
2437
Paladin Advisory Group
Iowa
-$48.2K -633 Closed
MFA
2438
McClarren Financial Advisors
Pennsylvania
-$14K -166 Closed
AWM
2439
Activest Wealth Management
Florida
-$11K -131 Closed
ARIS
2440
Advanced Research Investment Solutions
California
-$11K -125 Closed
SCA
2441
Sandy Cove Advisors
Massachusetts
-$9K -103 Closed
PCOC
2442
Power Corp of Canada
Canada
-$9K -102 Closed
CI
2443
Cordant Inc
Oregon
-$6K -71 Closed
FCAS
2444
First Command Advisory Services
Texas
+$4.42K +58 New

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.