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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
CLOS
276
Compagnie Lombard Odier SCmA
Switzerland
$25M -$2M -26,588 -7%
AWM
277
AE Wealth Management
Kansas
$25M +$4.75M +63,255 +23%
SWM
278
Spire Wealth Management
Virginia
$24.8M -$591K -7,870 -2%
Marshall Wace
279
Marshall Wace
United Kingdom
$24.7M +$17.3M +230,656 +216%
TF
280
TIAA FSB
Florida
$24.5M +$1.96M +26,150 +8%
BSPF
281
British Steel Pension Fund
United Kingdom
$24.3M
QP
282
Quilter Plc
United Kingdom
$24.1M +$3.42M +45,545 +16%
Jane Street
283
Jane Street
New York
$24.1M -$43.3M -576,360 -64%
WT
284
Washington Trust
Rhode Island
$23.9M +$174K +2,318 +0.7%
TPSF
285
Texas Permanent School Fund
Texas
$23.9M -$106K -1,410 -0.4%
Vontobel Holding
286
Vontobel Holding
Switzerland
$23.8M +$406K +5,410 +2%
CAM
287
Cidel Asset Management
Ontario, Canada
$23.6M +$1.67M +22,189 +7%
DIA
288
Dana Investment Advisors
Wisconsin
$23.6M +$55.7K +742 +0.2%
SOADOR
289
State of Alaska Department of Revenue
Alaska
$23.5M -$2.86M -38,094 -11%
MHC
290
Meyer Handelman Company
New York
$23.5M
CIC
291
Carnegie Investment Counsel
Ohio
$23.4M +$1.54M +20,556 +7%
FT
292
Fiduciary Trust
Massachusetts
$23.4M -$248K -3,306 -1%
Calamos Advisors
293
Calamos Advisors
Illinois
$23.4M +$5.36M +71,365 +29%
JMFC
294
J.M. Forbes & Co
Massachusetts
$23.1M +$387K +5,153 +2%
Blackstone Inc
295
Blackstone Inc
New York
$22.7M -$180M -2,395,604 -89%
FLPIM
296
F.L. Putnam Investment Management
Massachusetts
$22.7M +$386K +5,145 +2%
MSL
297
Mackay Shields LLC
New York
$22.5M -$2.55M -33,972 -10%
RT
298
Rockland Trust
Massachusetts
$22.5M +$65.7K +876 +0.3%
EAM
299
EULAV Asset Management
Florida
$22.1M +$2.1K +28 +0%
FMLI
300
Fukoku Mutual Life Insurance
Japan
$22.1M

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.