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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
FCH
501
Freestone Capital Holdings
Washington
$8.35M +$363K +4,833 +4%
PLFAM
502
Pineno Levin & Ford Asset Management
Virginia
$8.25M -$155K -2,060 -2%
FHC
503
First Horizon Corporation
Tennessee
$8.21M -$154K -2,054 -2%
FWCM
504
Ferguson Wellman Capital Management
Oregon
$8.14M -$556K -7,415 -6%
PPSG
505
Princeton Portfolio Strategies Group
New Jersey
$8.1M +$604K +8,052 +8%
HWM
506
HFR Wealth Management
New York
$8.07M +$8.27M +110,177 New
BAM
507
Blueshift Asset Management
New Jersey
$8.02M +$2.54M +33,868 +45%
ECM
508
ExodusPoint Capital Management
New York
$8.01M -$13.8M -183,366 -63%
CCFCSB
509
Cape Cod Five Cents Savings Bank
Massachusetts
$8.01M +$99.3K +1,323 +1%
TYCC
510
Texas Yale Capital Corp
Florida
$8.01M +$284K +3,783 +4%
HTC
511
Haverford Trust Company
Pennsylvania
$7.95M +$2.47M +32,970 +44%
OSIA
512
O'Shares Investment Advisers
Massachusetts
$7.94M +$214K +2,845 +3%
CCP
513
Corient Capital Partners
California
$7.89M +$877K +11,691 +12%
GP
514
Girard Partners
Pennsylvania
$7.83M +$212K +2,825 +3%
DWA
515
Douglass Winthrop Advisors
New York
$7.81M +$574K +7,651 +8%
EGM
516
Engineers Gate Manager
New York
$7.76M +$7.34M +97,811 +1,217%
SAM
517
Shikiar Asset Management
New York
$7.74M +$415K +5,535 +6%
ASN
518
Advisory Services Network
Georgia
$7.66M +$1.83M +24,421 +31%
SFI
519
Siemens Fonds Invest
Germany
$7.6M -$289K -3,854 -4%
TRCT
520
Tower Research Capital (TRC)
New York
$7.55M -$11.6M -154,378 -60%
Pacer Advisors
521
Pacer Advisors
Pennsylvania
$7.5M -$387K -5,151 -5%
FMBTD
522
First Midwest Bank Trust Division
Illinois
$7.48M -$105K -1,400 -1%
PI
523
PFS Investments
Georgia
$7.47M +$403K +5,368 +6%
CAC
524
Core Alternative Capital
Georgia
$7.44M +$1.55M +20,601 +25%
CCM
525
Cohen Capital Management
California
$7.42M -$2.85K -38 -0%

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.