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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
MCM
651
Monarch Capital Management
Indiana
$4.67M -$61.8K -823 -1%
CAM
652
Cresset Asset Management
Illinois
$4.65M +$835K +11,128 +21%
FCI
653
Financial Counselors Inc
Kansas
$4.63M -$187K -2,489 -4%
TMAM
654
Tokio Marine Asset Management
Japan
$4.63M +$474K +6,321 +11%
MWM
655
Marietta Wealth Management
Georgia
$4.62M +$1.31M +17,513 +38%
SGAM
656
Smith Group Asset Management
Texas
$4.62M
HB
657
Homrich & Berg
Georgia
$4.61M +$492K +6,556 +12%
EWM
658
Executive Wealth Management
Michigan
$4.6M +$308K +4,107 +7%
NAM
659
NorthCoast Asset Management
Connecticut
$4.58M +$2.52M +33,538 +116%
EVM
660
Evelyn V. Moreno
$4.58M -$214K -2,849 -4%
TCM
661
Twin Capital Management
Pennsylvania
$4.56M -$83.5K -1,112 -2%
MYLI
662
Meiji Yasuda Life Insurance
Japan
$4.54M +$8.56K +114 +0.2%
CCT
663
Capital City Trust
Florida
$4.52M -$150K -1,994 -3%
TPCW
664
TD Private Client Wealth
New York
$4.52M +$2.17M +28,909 +88%
AFM
665
Andesa Financial Management
Pennsylvania
$4.51M +$4.09M +54,563 +771%
SAM
666
Sabadell Asset Management
Spain
$4.51M +$4.62M +61,502 New
CBB
667
Citizens Business Bank
California
$4.51M
CI
668
Cigna Investments
Connecticut
$4.49M -$702K -9,348 -13%
Bank of Nova Scotia
669
Bank of Nova Scotia
Ontario, Canada
$4.48M +$76.9K +1,025 +2%
GIA
670
Granite Investment Advisors
New Hampshire
$4.48M +$1.13M +15,085 +33%
LA
671
Lynch & Associates
Indiana
$4.46M -$127K -1,686 -3%
VVP
672
Venture Visionary Partners
Ohio
$4.45M +$510K +6,792 +13%
HAG
673
HighPoint Advisor Group
Illinois
$4.44M +$631K +8,414 +16%
CIP
674
Chartwell Investment Partners
Pennsylvania
$4.43M +$4.54M +60,437 New
ONB
675
Old National Bancorp
Indiana
$4.42M +$37.8K +504 +0.8%

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.