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NextEra Energy

2,145 hedge funds and large institutions have $109B invested in NextEra Energy in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 1,010 increasing their positions, 713 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $1.25B | Put options by funds: $809M

42% more repeat investments, than reductions

Existing positions increased: 1,010 | Existing positions reduced: 713

20% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 108

0.18% less ownership

Funds ownership: 76.58%76.41% (-0.18%)

0% less funds holding

Funds holding: 2,1492,145 (-4)

3% less capital invested

Capital invested by funds: $113B → $109B (-$3.73B)

29% less funds holding in top 10

Funds holding in top 10: 7654 (-22)

Holders
2,145
Holders Change
-4
Holders Change %
-0.19%
% of All Funds
37.33%
Holding in Top 10
54
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-28.95%
% of All Funds
0.94%
New
130
Increased
1,010
Reduced
713
Closed
108
Calls
$1.25B
Puts
$809M
Net Calls
+$437M
Net Calls Change
+$216M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$34.5M -$3.01M -40,136 -8%
KIA
227
KCM Investment Advisors
California
$34.5M +$140K +1,862 +0.4%
MIH
228
Meitav Investment House
Israel
$34.2M +$398K +5,300 +1%
FAF
229
Fjarde Ap-fonden
Sweden
$33.8M -$7.89M -105,177 -19%
WCM
230
Windward Capital Management
California
$33.4M -$40.2K -535 -0.1%
ST
231
Sabal Trust
Florida
$33.3M +$958K +12,760 +3%
VRS
232
Virginia Retirement Systems
Virginia
$33.3M -$44.2M -589,500 -56%
MIM
233
MetLife Investment Management
New Jersey
$33.3M -$922K -12,285 -3%
NIM
234
Northeast Investment Management
Massachusetts
$32.6M +$394K +5,252 +1%
PI
235
PEAK6 Investments
Illinois
$32.5M +$4.76M +63,369 +17%
KBC Group
236
KBC Group
Belgium
$32.4M -$3.24M -43,196 -9%
CCMG
237
Clark Capital Management Group
Pennsylvania
$32.4M +$693K +9,239 +2%
TIA
238
Tandem Investment Advisors
South Carolina
$32.3M +$2.92M +38,967 +10%
ERSOT
239
Employees Retirement System of Texas
Texas
$32.3M -$5.03M -67,000 -13%
NA
240
NewEdge Advisors
Louisiana
$31.5M +$1.43M +19,051 +5%
William Blair Investment Management
241
William Blair Investment Management
Illinois
$31.4M -$122K -1,629 -0.4%
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$31M +$1.31M +17,459 +4%
William Blair & Company
243
William Blair & Company
Illinois
$31M +$2.38M +31,759 +8%
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$30.7M +$1.06M +14,121 +3%
Swedbank
245
Swedbank
Sweden
$30.4M +$7.4M +98,647 +31%
PR
246
Payden & Rygel
California
$30.2M +$8.56M +114,000 +38%
Creative Planning
247
Creative Planning
Kansas
$30.2M -$1.2M -16,039 -4%
CPSAC
248
Chas P. Smith & Associates (CPS)
Florida
$29.9M +$1.03M +13,763 +3%
SLAM
249
Swiss Life Asset Management
$29.8M -$1.13M -14,994 -4%
Teacher Retirement System of Texas
250
Teacher Retirement System of Texas
Texas
$29.7M -$12.7M -169,764 -29%

NEE Hedge Fund Activity: Q2 2021 in Review

2,145 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2021, worth a combined $109B — down 3.3% from $113B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new NEE positions and 108 closed out — a net gain of 22 holders — while 1,010 added to existing stakes and 713 trimmed.

The largest buyer was Capital World Investors, adding an estimated $264M. The largest seller was Fidelity Investments, cutting an estimated $468M.

  • 2,145 institutional investors held NextEra Energy (NEE) as of Q2 2021, down from 2,149 in Q1 2021.
  • Funds reported $109B of NextEra Energy stock for Q2 2021, down 3.3% quarter-over-quarter.
  • 130 funds opened new NextEra Energy positions in Q2 2021 and 108 closed out, a net change of +22 holders.
  • The largest NextEra Energy buyer in Q2 2021 was Capital World Investors, an estimated $264M added.
  • The largest NextEra Energy seller in Q2 2021 was Fidelity Investments, an estimated $468M sold.

Based on aggregated 13F filings for Q2 2021.