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NextEra Energy

2,313 hedge funds and large institutions have $119B invested in NextEra Energy in 2022 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 1,035 increasing their positions, 848 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more funds holding in top 10

Funds holding in top 10: 8098 (+18)

22% more repeat investments, than reductions

Existing positions increased: 1,035 | Existing positions reduced: 848

18% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $951M

0.95% more ownership

Funds ownership: 77.34%78.29% (+0.95%)

2% less funds holding

Funds holding: 2,3672,313 (-54)

7% less capital invested

Capital invested by funds: $128B → $119B (-$9.39B)

17% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 132

Holders
2,313
Holders Change
-54
Holders Change %
-2.28%
% of All Funds
38.82%
Holding in Top 10
98
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.5%
% of All Funds
1.64%
New
110
Increased
1,035
Reduced
848
Closed
132
Calls
$1.12B
Puts
$951M
Net Calls
+$170M
Net Calls Change
+$82M

NEE Hedge Fund Activity: Q2 2022 in Review

2,313 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2022, worth a combined $119B — down 7.3% from $128B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of NEE and 110 opened new positions — a net loss of 22 holders — while 848 trimmed existing stakes and 1,035 added.

The largest buyer was Morgan Stanley, adding an estimated $769M. The largest seller was T. Rowe Price Associates, cutting an estimated $771M.

  • 2,313 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 7.3% quarter-over-quarter.
  • 110 funds opened new NextEra Energy positions in Q2 2022 and 132 closed out, a net change of -22 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.