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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
CTA
476
Chesley Taft & Associates
Illinois
$9M -$7.5K -100 -0.1%
BHWM
477
Bar Harbor Wealth Management
New Hampshire
$8.99M -$143K -1,910 -2%
LSERS
478
Louisiana State Employees Retirement System
Louisiana
$8.96M +$67.5K +900 +0.7%
TC
479
TwinBeech Capital
New York
$8.87M +$8.52M +113,511 +1,501%
CIS
480
Connors Investor Services
Pennsylvania
$8.81M +$292K +3,885 +3%
AI
481
Atria Investments
North Carolina
$8.8M +$1.57M +20,959 +21%
BRCM
482
Bright Rock Capital Management
Massachusetts
$8.79M
ECG
483
Edge Capital Group
Georgia
$8.73M -$26.8K -357 -0.3%
EWM
484
Endurance Wealth Management
Rhode Island
$8.72M +$136K +1,810 +2%
RCW
485
Rheos Capital Works
Japan
$8.72M +$8.93M +119,000 New
RWP
486
RWA Wealth Partners
Massachusetts
$8.61M +$515K +6,860 +6%
MLL
487
Moody Lynn & Lieberson
Massachusetts
$8.56M -$1.67M -22,261 -16%
BCM
488
BTC Capital Management
Iowa
$8.54M -$332K -4,425 -4%
PI
489
PineBridge Investments
New York
$8.53M -$4.41M -58,787 -34%
4WM
490
44 Wealth Management
Oregon
$8.48M -$174K -2,313 -2%
EHC
491
Everett Harris & Co
California
$8.47M -$4.5K -60 -0.1%
QT
492
Quantbot Technologies
New York
$8.43M +$3.99M +53,230 +86%
BRWM
493
B. Riley Wealth Management
Tennessee
$8.42M -$767K -10,219 -8%
YIA
494
YHB Investment Advisors
Connecticut
$8.41M -$6.38K -85 -0.1%
NCM
495
Narwhal Capital Management
Georgia
$8.41M +$228K +3,034 +3%
BCV
496
Banque Cantonale Vaudoise
Switzerland
$8.4M +$243K +3,240 +3%
JG
497
Jefferies Group
New York
$8.38M +$224K +2,987 +3%
KRS
498
Kentucky Retirement Systems
Kentucky
$8.37M -$902K -12,020 -10%
PAI
499
Pittenger & Anderson Inc
Nebraska
$8.37M -$152K -2,025 -2%
SEIA
500
Signature Estate & Investment Advisors
California
$8.35M +$1.13M +15,089 +15%

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.