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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
SMI
576
Shelter Mutual Insurance
Missouri
$6.05M
WF
577
Welch & Forbes
Massachusetts
$6.04M +$279K +3,713 +5%
SAM
578
Silvercrest Asset Management
New York
$6.04M -$15.1K -201 -0.2%
HWAM
579
Hennion & Walsh Asset Management
New Jersey
$6.03M -$253K -3,373 -4%
AWM
580
Avitas Wealth Management
California
$6.01M +$149K +1,988 +2%
KB
581
Kimelman & Baird
New York
$6.01M +$6.16M +82,037 New
FEG
582
Financial Enhancement Group
Indiana
$5.97M +$749K +9,978 +14%
CC
583
Coann Capital
Connecticut
$5.92M +$6.06M +80,787 New
CNC
584
Canandaigua National Corp
New York
$5.89M -$145K -1,932 -2%
PFS
585
Prospera Financial Services
Texas
$5.88M -$734K -9,781 -11%
BB
586
Busey Bank
Illinois
$5.88M +$176K +2,343 +3%
NNP
587
Nachman Norwood & Parrott
South Carolina
$5.87M -$8.26K -110 -0.1%
GCM
588
Graham Capital Management
Connecticut
$5.86M +$6M +80,000 New
SMG
589
Spectrum Management Group
Indiana
$5.85M +$523K +6,969 +10%
VAS
590
Valicenti Advisory Services
New York
$5.82M -$31.1K -415 -0.5%
FMC
591
First Merchants Corp
Indiana
$5.8M -$92K -1,226 -2%
ANBT
592
American National Bank & Trust
Texas
$5.8M +$977K +13,018 +20%
RP
593
Rice Partnership
Hawaii
$5.79M +$160K +2,136 +3%
S
594
Seeyond
France
$5.76M -$871K -11,600 -13%
VLKIM
595
Van Lanschot Kempen Investment Management
Netherlands
$5.75M +$1.1M +14,689 +23%
IWP
596
Icon Wealth Partners
Texas
$5.74M +$409K +5,454 +7%
HPC
597
HM Payson & Co
Maine
$5.74M +$208K +2,769 +4%
HFS
598
Hantz Financial Services
Michigan
$5.7M +$528K +7,039 +10%
CTI
599
Community Trust & Investment
Kentucky
$5.68M +$985K +13,119 +20%
Fayez Sarofim & Co
600
Fayez Sarofim & Co
Texas
$5.67M -$79.4K -1,058 -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.