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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.4B +$230M +3,027,461 +2%
BlackRock
2
BlackRock
New York
$11.2B -$240M -3,158,350 -2%
State Street
3
State Street
Massachusetts
$8.75B +$407M +5,351,422 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$5B -$31.2M -410,320 -0.6%
Bank of America
5
Bank of America
North Carolina
$3.31B -$238M -3,130,756 -7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.12B +$439M +5,768,888 +17%
Morgan Stanley
7
Morgan Stanley
New York
$2.87B +$769M +10,094,574 +37%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.53B +$68M +892,831 +3%
Norges Bank
9
Norges Bank
Norway
$2.49B +$133M +1,752,344 +6%
Wells Fargo
10
Wells Fargo
California
$2.03B -$230M -3,025,124 -10%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.96B -$771M -10,123,880 -29%
Northern Trust
12
Northern Trust
Illinois
$1.79B -$13.2M -173,561 -0.7%
Franklin Resources
13
Franklin Resources
California
$1.61B +$2.44M +32,100 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.5B +$89M +1,168,812 +6%
Capital Research Global Investors
15
Capital Research Global Investors
California
$1.47B +$431M +5,658,518 +43%
N
16
Nuveen
North Carolina
$1.3B +$309M +4,052,434 +32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.28B +$17.4M +228,171 +1%
Fisher Asset Management
18
Fisher Asset Management
Washington
$1.26B +$43M +564,306 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.25B +$9.48M +124,572 +0.8%
Artisan Partners
20
Artisan Partners
Wisconsin
$1.16B +$119M +1,567,187 +12%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.05B -$66M -867,103 -6%
Deutsche Bank
22
Deutsche Bank
Germany
$1.03B -$144M -1,893,111 -13%
UBS Group
23
UBS Group
Switzerland
$965M -$20M -263,123 -2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$964M +$33.6M +441,392 +4%
PAMS
25
Pictet Asset Management (Switzerland)
Switzerland
$897M +$51.4M +675,372 +6%

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.