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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
UOC
526
UBS O'Connor
Illinois
$7.33M +$7.5M +100,000 New
AUB
527
Atlantic Union Bankshares
Virginia
$7.32M +$712K +9,492 +11%
AIP
528
Ameritas Investment Partners
Nebraska
$7.3M -$630K -8,399 -8%
SB
529
Simmons Bank
Arkansas
$7.29M +$195K +2,592 +3%
WCF
530
West Coast Financial
California
$7.26M +$44.8K +597 +0.6%
VFM
531
Viking Fund Management
North Dakota
$7.25M +$675K +9,000 +10%
NC
532
Nicholas Company
Wisconsin
$7.18M +$755K +10,065 +11%
NIA
533
Northstar Investment Advisors
Colorado
$7.14M -$172K -2,295 -2%
CC
534
Constitution Capital
Connecticut
$7.12M -$609K -8,110 -8%
BFM
535
Boston Financial Management
Massachusetts
$6.99M -$227K -3,025 -3%
RWA
536
Ropes Wealth Advisors
Massachusetts
$6.98M -$300 -4 -0%
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$6.92M -$174K -2,315 -2%
JAM
538
JCIC Asset Management
Ontario, Canada
$6.91M -$81.8K -1,090 -1%
CWG
539
Cornerstone Wealth Group
North Carolina
$6.86M +$3.2M +42,679 +92%
ACA
540
Aptus Capital Advisors
Alabama
$6.86M +$115K +1,531 +2%
GCA
541
Greenwood Capital Associates
South Carolina
$6.83M -$59.1K -787 -0.8%
CNB
542
Camden National Bank
Maine
$6.8M -$5.1K -68 -0.1%
QI
543
QS Investors
New York
$6.78M +$7.96K +106 +0.1%
FNFDCM
544
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.78M +$648K +8,638 +10%
FTC
545
Farmers Trust Company
Ohio
$6.72M -$17.9K -239 -0.3%
AHC
546
Adell Harriman & Carpenter
Texas
$6.7M +$233K +3,105 +4%
IAA
547
Independent Advisor Alliance
North Carolina
$6.68M +$457K +6,095 +7%
CCT
548
Country Club Trust
Missouri
$6.68M +$305K +4,064 +5%
SBL
549
Sargent Bickham Lagudis
Colorado
$6.66M +$52.6K +701 +0.8%
V
550
Veritable
Delaware
$6.66M +$5.25K +70 +0.1%

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.