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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
BIC
251
Beach Investment Counsel
Pennsylvania
$29.6M -$814K -10,850 -3%
FAF
252
Första AP-fonden
Sweden
$29.3M +$2M +26,600 +7%
IC
253
Inverness Counsel
New York
$29M -$16.8M -224,358 -36%
GIBU
254
Gulf International Bank (UK)
United Kingdom
$28.9M -$122K -1,620 -0.4%
MCM
255
MAI Capital Management
Ohio
$28.7M +$1.02M +13,551 +4%
BPB
256
Badgley, Phelps & Bell
Washington
$27.8M +$1.55M +20,715 +6%
QAM
257
QCI Asset Management
New York
$27.7M +$218K +2,901 +0.8%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$27.4M +$153K +2,036 +0.5%
URS
259
Utah Retirement Systems
Utah
$27.4M -$165K -2,200 -0.6%
Nomura Holdings
260
Nomura Holdings
Japan
$26.8M -$3.52M -46,903 -11%
Man Group
261
Man Group
United Kingdom
$26.7M +$6.9M +91,994 +34%
CT
262
Cambridge Trust
Massachusetts
$26.6M -$472K -6,285 -2%
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$26.6M +$3.08M +40,998 +13%
OAM
264
Oppenheimer Asset Management
New York
$26.6M -$285K -3,802 -1%
PSUF
265
People's United Financial
Connecticut
$26.6M -$429K -5,711 -2%
FNBOO
266
First National Bank of Omaha
Nebraska
$26.3M
RIG
267
Roosevelt Investment Group
New York
$26.2M -$4.85M -64,631 -15%
GAM
268
Guinness Asset Management
United Kingdom
$26M +$5.24M +69,800 +24%
CCM
269
Covington Capital Management
California
$25.6M +$816K +10,879 +3%
NP
270
NS Partners
United Kingdom
$25.4M -$4.43K -59 -0%
Connor, Clark & Lunn Investment Management (CC&L)
271
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$25.3M +$1,000K +13,321 +4%
BTCPP
272
Border to Coast Pensions Partnership
United Kingdom
$25.3M +$25.7M +342,925 New
Robeco Institutional Asset Management
273
Robeco Institutional Asset Management
Netherlands
$25.2M -$8.98M -119,714 -26%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$25.2M +$1.61M +21,472 +7%
RC
275
Randolph Company
Ohio
$25.1M -$10.7K -143 -0%

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.