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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
MNBTD
401
Moody National Bank Trust Division
Texas
$12M -$29.9K -399 -0.2%
NB
402
Norinchukin Bank
Japan
$11.9M -$55.7K -742 -0.5%
SAM
403
Sandbar Asset Management
United Kingdom
$11.9M +$12.1M +161,775 New
IG
404
ING Group
Netherlands
$11.8M +$2.35M +31,332 +24%
KPCM
405
Kings Point Capital Management
New York
$11.6M +$749K +9,984 +7%
Wealthfront Advisers
406
Wealthfront Advisers
California
$11.5M +$860K +11,456 +8%
SSB
407
Sandy Spring Bank
Maryland
$11.3M +$341K +4,550 +3%
GKWIM
408
Gerber Kawasaki Wealth & Investment Management
California
$11.3M +$699K +9,313 +6%
PJSIMP
409
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.2M +$277K +3,685 +3%
CAPTRUST Financial Advisors
410
CAPTRUST Financial Advisors
North Carolina
$11.2M +$205K +2,731 +2%
EIA
411
Edgemoor Investment Advisors
Maryland
$11.2M -$7.5K -100 -0.1%
MSRPS
412
Maryland State Retirement & Pension System
Maryland
$11.1M -$148K -1,972 -1%
EDRH
413
Edmond de Rothschild Holding
Switzerland
$11.1M +$990K +13,194 +10%
FM
414
Freemont Management
Switzerland
$11.1M
NCM
415
Noesis Capital Mangement
Florida
$11.1M +$32.3K +430 +0.3%
TRSOTSOK
416
Teachers Retirement System of the State of Kentucky
Kentucky
$11M -$5.96M -79,409 -35%
BCI
417
Brinker Capital Investments
Pennsylvania
$10.9M +$3.39M +45,220 +44%
IG
418
Inherent Group
New York
$10.9M -$188K -2,500 -2%
KWM
419
Kingsview Wealth Management
Oregon
$10.9M +$134K +1,783 +1%
X
420
Xponance
Pennsylvania
$10.8M +$838K +11,171 +8%
TH
421
TCTC Holdings
Texas
$10.8M +$57.9K +771 +0.5%
NCM
422
Novare Capital Management
North Carolina
$10.7M +$817K +10,883 +8%
RIM
423
Redpoint Investment Management
Australia
$10.7M -$2.91M -38,754 -21%
CAN
424
Cetera Advisor Networks
California
$10.7M +$5.93M +79,081 +119%
MA
425
MUFG Americas
New York
$10.6M +$136K +1,810 +1%

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.