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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$858M +$9.65M +128,517 +1%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$827M +$31M +412,789 +4%
Capital International Investors
28
Capital International Investors
California
$815M +$22.4M +298,721 +3%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$772M +$7.14M +95,187 +0.9%
Artisan Partners
30
Artisan Partners
Wisconsin
$753M -$27.9M -371,872 -3%
Goldman Sachs
31
Goldman Sachs
New York
$649M -$1M -13,389 -0.2%
Charles Schwab
32
Charles Schwab
California
$634M -$595K -7,931 -0.1%
PPA
33
Parametric Portfolio Associates
Washington
$595M +$13.1M +174,689 +2%
DZ Bank
34
DZ Bank
Germany
$588M -$203M -2,706,327 -25%
Swiss National Bank
35
Swiss National Bank
Switzerland
$586M -$82.8M -1,102,850 -12%
1832 Asset Management
36
1832 Asset Management
Ontario, Canada
$549M +$58.3M +777,064 +12%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$547M -$10M -133,351 -2%
APG Asset Management
38
APG Asset Management
Netherlands
$506M -$19.4M -258,172 -3%
BG
39
Bahl & Gaynor
Ohio
$497M -$8.94M -119,096 -2%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$497M +$2.07M +27,637 +0.4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$466M -$24.5M -326,355 -5%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$460M +$5.49M +73,180 +1%
Aberdeen Group
43
Aberdeen Group
United Kingdom
$418M +$34.9M +465,000 +9%
Cohen & Steers
44
Cohen & Steers
New York
$418M +$17.3M +230,428 +4%
ClearBridge Investments
45
ClearBridge Investments
New York
$407M -$9.67M -128,898 -2%
EVM
46
Eaton Vance Management
Massachusetts
$403M +$6.55M +87,240 +2%
CWG
47
C WorldWide Group
Denmark
$400M -$63.4M -844,964 -13%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$398M +$104M +1,382,166 +34%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$385M +$105M +1,402,400 +38%
Principal Financial Group
50
Principal Financial Group
Iowa
$369M +$13.2M +175,986 +4%

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.