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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
TNBTD
676
Trustmark National Bank Trust Department
Mississippi
$4.41M -$501K -6,672 -10%
HHAM
677
HITE Hedge Asset Management
Massachusetts
$4.39M -$13.1M -174,510 -74%
UF
678
Univest Financial
Pennsylvania
$4.39M -$222K -2,953 -5%
LSA
679
Leonteq Securities AG
Switzerland
$4.38M -$669K -8,916 -13%
PP
680
PDT Partners
New York
$4.37M -$67.7K -902 -1%
RMCM
681
Reynders McVeigh Capital Management
Massachusetts
$4.36M -$218K -2,910 -5%
IFAM
682
Institutional & Family Asset Management
Colorado
$4.35M +$1.06M +14,138 +31%
SG
683
Somerset Group
Minnesota
$4.32M -$3.75K -50 -0.1%
CB
684
Community Bank
New York
$4.31M +$415K +5,535 +10%
WOC
685
West Oak Capital
California
$4.31M +$39.8K +530 +0.9%
IA
686
IFP Advisors
Florida
$4.3M +$15.3K +204 +0.3%
NB
687
NBT Bank
New York
$4.28M -$97.5K -1,299 -2%
ECM
688
Estabrook Capital Management
New York
$4.27M -$37.8K -503 -0.9%
AC
689
Abbrea Capital
California
$4.23M +$13.9K +185 +0.3%
LSPW
690
Lake Street Private Wealth
Illinois
$4.23M +$77.4K +1,031 +2%
HCMT
691
Highland Capital Management (Tennessee)
Tennessee
$4.22M -$99.8K -1,330 -2%
GVAG
692
Great Valley Advisor Group
Delaware
$4.21M +$592K +7,894 +16%
DLCIG
693
D.L. Carlson Investment Group
New Hampshire
$4.19M +$2.25K +30 +0.1%
EP
694
Eudaimonia Partners
Tennessee
$4.14M +$359K +4,779 +9%
MKA
695
M. Kulyk & Associates
Georgia
$4.13M +$151K +2,015 +4%
HIM
696
Hotaling Investment Management
Pennsylvania
$4.12M +$37.9K +505 +0.9%
BCM
697
Bourgeon Capital Management
Connecticut
$4.11M +$235K +3,130 +6%
HW
698
Hancock Whitney
Mississippi
$4.11M -$46.3K -617 -1%
JAG
699
Journey Advisory Group
Kentucky
$4.11M +$124K +1,647 +3%
IB
700
Intrust Bank
Kansas
$4.1M -$292K -3,886 -6%

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.