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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
BCCM
601
Bridge Creek Capital Management
Massachusetts
$5.65M +$169K +2,253 +3%
HIIFS
602
Harel Insurance Investments & Financial Services
Israel
$5.61M -$1.7M -22,613 -49%
ISL
603
Ingalls & Snyder LLC
New York
$5.56M -$42.7K -569 -0.7%
AMIM
604
Aull & Monroe Investment Management
Alabama
$5.55M -$15K -200 -0.3%
EWM
605
Evercore Wealth Management
New York
$5.54M -$68.1K -908 -1%
LBD
606
Landsberg Bennett & Dubbaneh
Florida
$5.54M +$207K +2,764 +4%
WT
607
Whittier Trust
California
$5.53M -$118K -1,574 -2%
BGIM
608
Brandywine Global Investment Management
Pennsylvania
$5.5M -$522K -6,959 -8%
WJWM
609
Williams Jones Wealth Management
New York
$5.49M -$1.32M -17,652 -19%
UTC
610
Unified Trust Company
Kentucky
$5.46M +$370K +4,925 +7%
ACJ
611
Autonomy Capital (Jersey)
Jersey
$5.44M +$5.57M +74,235 New
MCM
612
Mattern Capital Management
Colorado
$5.41M +$252K +3,357 +5%
SCA
613
Snowden Capital Advisors
New York
$5.31M +$447K +5,955 +9%
FBT
614
First Bankers Trust
Kentucky
$5.3M +$2.02M +26,947 +59%
QC
615
Quaero Capital
Switzerland
$5.3M +$330K +4,400 +6%
JIR
616
James Investment Research
Ohio
$5.25M +$261K +3,479 +5%
MJRIC
617
Mogy Joel R Investment Counsel
California
$5.24M +$1.08M +14,375 +25%
NIM
618
NXG Investment Management
Texas
$5.24M +$3.45M +46,000 +181%
EAMA
619
EFG Asset Management (Americas)
Florida
$5.22M +$122K +1,631 +2%
PTB
620
Pioneer Trust Bank
Oregon
$5.22M -$158K -2,106 -3%
SG
621
Swarthmore Group
Pennsylvania
$5.18M +$5.31M +70,746 New
M
622
Mirova
France
$5.16M +$405K +5,402 +8%
Cetera Investment Advisers
623
Cetera Investment Advisers
Illinois
$5.16M +$322K +4,292 +6%
PAA
624
Peregrine Asset Advisers
Oregon
$5.16M +$2.09M +27,827 +65%
GG
625
Gofen & Glossberg
Illinois
$5.16M +$107K +1,425 +2%

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.