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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
CT
326
Caldwell Trust
Florida
$18M -$174K -2,316 -0.9%
SIA
327
Sit Investment Associates
Minnesota
$18M -$195K -2,597 -1%
OCM
328
Osterweis Capital Management
California
$17.9M -$5.78M -77,053 -24%
CIBC Asset Management
329
CIBC Asset Management
Ontario, Canada
$17.8M +$1.81M +24,159 +11%
SYBT
330
Stock Yards Bank & Trust
Kentucky
$17.8M +$462K +6,161 +3%
PIM
331
Penobscot Investment Management
Massachusetts
$17.6M -$244K -3,247 -1%
PFPT
332
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.6M +$194K +2,589 +1%
PWA
333
Pinnacle Wealth Advisors
Tennessee
$17.6M +$18M +239,943 New
BST
334
Bath Savings Trust
Maine
$17.5M +$913K +12,170 +5%
KAS
335
Kestra Advisory Services
Texas
$17.5M +$1.35M +18,040 +8%
MLICM
336
Metropolitan Life Insurance Company (MetLife)
New York
$17.3M -$247K -3,287 -1%
RJT
337
Raymond James Trust
Florida
$17.2M +$683K +9,099 +4%
MAM
338
Madison Asset Management
Wisconsin
$17.2M -$1.44M -19,207 -8%
FNBT
339
FineMark National Bank & Trust
Florida
$17.1M +$3.16M +42,082 +22%
QC
340
Quadrature Capital
United Kingdom
$16.9M +$17.3M +230,755 New
CGH
341
Crossmark Global Holdings
Texas
$16.7M +$588K +7,830 +4%
PA
342
Pinnacle Associates
New York
$16.6M -$154K -2,055 -0.9%
MYAM
343
Meiji Yasuda Asset Management
Japan
$16.5M -$509K -6,786 -3%
WDA
344
Wendell David Associates
New Hampshire
$16.5M +$410K +5,463 +2%
BCP
345
Blue Chip Partners
Michigan
$16.4M +$145K +1,934 +0.9%
CTC
346
Central Trust Company
Missouri
$16.4M +$221K +2,941 +1%
SAM
347
Securian Asset Management
Minnesota
$16.3M +$694K +9,242 +4%
Kayne Anderson Rudnick Investment Management
348
Kayne Anderson Rudnick Investment Management
California
$16.3M -$883K -11,771 -5%
HIMCH
349
Hartford Investment Management Co (HIMCO)
Connecticut
$16.2M -$403K -5,368 -2%
EAM
350
Erste Asset Management
Austria
$16M +$1.56M +20,804 +11%

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.