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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
CWM
376
Calamos Wealth Management
Illinois
$13.4M -$775K -10,329 -5%
SBH
377
Segall Bryant & Hamill
Illinois
$13.3M +$3.76M +50,087 +38%
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$13.2M +$578K +7,704 +4%
CA
379
Callahan Advisors
Texas
$13.2M -$140K -1,864 -1%
BBL
380
Beck Bode LLC
Massachusetts
$13.2M +$312K +4,152 +2%
AHB
381
Abner Herrman & Brock
New Jersey
$13.1M -$394K -5,255 -3%
WBC
382
Westpac Banking Corp
Australia
$13M +$373K +4,970 +3%
BL
383
BFSG LLC
California
$12.9M +$193K +2,571 +1%
BFEC
384
Benjamin F. Edwards & Company
Missouri
$12.9M +$189K +2,517 +1%
BCM
385
Brasada Capital Management
Texas
$12.8M +$30.2K +402 +0.2%
DCM
386
Dupont Capital Management
Delaware
$12.8M +$9.59M +127,739 +275%
Brown Advisory
387
Brown Advisory
Maryland
$12.7M +$58.3K +777 +0.4%
SG Americas Securities
388
SG Americas Securities
New York
$12.5M +$6.06M +80,685 +90%
CA
389
Cornerstone Advisors
North Carolina
$12.5M +$7.35M +98,000 +136%
SAM
390
Shell Asset Management
Netherlands
$12.4M -$610K -8,123 -5%
PAG
391
Private Advisor Group
New Jersey
$12.4M +$784K +10,449 +7%
IIM
392
Intact Investment Management
Quebec, Canada
$12.4M +$1.5M +20,000 +13%
MC
393
Middleton & Co
Massachusetts
$12.3M -$55.8K -744 -0.4%
ZCM
394
Ziegler Capital Management
Illinois
$12.3M -$7.35M -97,919 -37%
B
395
Brightworth
Georgia
$12.3M +$595K +7,928 +5%
EGA
396
Eagle Global Advisors
Texas
$12.3M +$139K +1,850 +1%
SPC
397
Stewart & Patten Company
California
$12.2M +$1.15M +15,386 +10%
SAM
398
Storebrand Asset Management
Norway
$12.2M -$95K -1,266 -0.8%
DWM
399
Doyle Wealth Management
Florida
$12.2M +$1.1M +14,702 +10%
BRWA
400
B. Riley Wealth Advisors
Florida
$12.1M +$941K +12,544 +8%

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.