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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
Skandinaviska Enskilda Banken (SEB)
301
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.8M -$781K -10,400 -3%
NLGIA
302
Nippon Life Global Investors Americas
New York
$21.4M
OC
303
Oppenheimer & Co
New York
$21.2M -$1.07M -14,253 -5%
BSA
304
Braun Stacey Associates
New York
$21.2M +$266K +3,543 +1%
NRS
305
Neville Rodie & Shaw
New York
$21.1M -$348K -4,633 -2%
BWP
306
Baldwin Wealth Partners
Massachusetts
$20.9M +$689K +9,176 +3%
LOAME
307
Lombard Odier Asset Management (Europe)
United Kingdom
$20.6M +$20.1M +267,674 +2,046%
MOACM
308
Mutual of America Capital Management
New York
$20.3M +$193K +2,568 +0.9%
Lazard Asset Management
309
Lazard Asset Management
New York
$20.2M -$653K -8,698 -3%
FBB
310
Fulton Breakefield Broenniman
Maryland
$19.6M +$560K +7,458 +3%
Handelsbanken Fonder
311
Handelsbanken Fonder
Sweden
$19.5M +$2.25M +30,000 +13%
RMC
312
Resources Management Corp
Connecticut
$19.4M -$165K -2,195 -0.8%
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$19.2M -$1.61M -21,503 -8%
CFG
314
Citizens Financial Group
Rhode Island
$19.1M +$210K +2,797 +1%
SSA
315
Schonfeld Strategic Advisors
New York
$19.1M +$12.4M +165,658 +175%
MML Investors Services
316
MML Investors Services
Massachusetts
$19.1M +$1.06M +14,179 +6%
Squarepoint
317
Squarepoint
New York
$18.8M +$15.5M +206,457 +408%
II
318
IFM Investors
Australia
$18.8M +$3.65M +48,569 +23%
SPIA
319
Steward Partners Investment Advisory
New York
$18.8M +$550K +7,328 +3%
Credit Agricole
320
Credit Agricole
France
$18.7M +$2.83M +37,753 +17%
HCM
321
Hilton Capital Management
New York
$18.6M +$6.97M +92,898 +58%
BFS
322
Bradley Foster & Sargent
Connecticut
$18.5M -$365K -4,866 -2%
RFA
323
Reilly Financial Advisors
California
$18.1M -$578K -7,696 -3%
EP
324
Edgestream Partners
New Jersey
$18M +$12M +160,394 +187%
CSS
325
Cubist Systematic Strategies
Connecticut
$18M +$7.78M +103,613 +73%

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.