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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
701
Maryland Capital Management
Maryland
$4.08M +$776K +10,334 +23%
PTC
702
Private Trust Company
Ohio
$4.06M +$6.45K +86 +0.2%
IRF
703
IBM Retirement Fund
New York
$4.05M -$862K -11,484 -17%
SFS
704
Strategic Financial Services
New York
$4.01M -$65.7K -875 -2%
AIC
705
Argus Investors Counsel
New York
$4.01M -$23.6K -314 -0.6%
BFA
706
Beaumont Financial Advisors
Massachusetts
$4M +$174K +2,324 +4%
KHLMTHM
707
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4M
SFP
708
Shepherd Financial Partners
Massachusetts
$4M +$49.2K +655 +1%
APSI
709
Asset Planning Services Inc
Louisiana
$3.98M +$113K +1,500 +3%
AT
710
Arden Trust
Delaware
$3.97M -$553K -7,362 -12%
GDP
711
Great Diamond Partners
Maine
$3.96M -$7.28K -97 -0.2%
SEEDPG
712
S.E.E.D. Planning Group
New York
$3.96M +$200K +2,666 +5%
FAIM
713
Financial Advocates Investment Management
Washington
$3.95M -$209K -2,781 -5%
PAM
714
Peninsula Asset Management
Florida
$3.94M -$3.15K -42 -0.1%
NW
715
NewEdge Wealth
Pennsylvania
$3.92M -$264K -3,512 -6%
OCM
716
Orleans Capital Management
Louisiana
$3.88M -$227K -3,020 -5%
KWILP
717
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.87M -$3.68M -49,099 -48%
SNB
718
Security National Bank
Nebraska
$3.85M +$11.9K +158 +0.3%
SIC
719
Salem Investment Counselors
North Carolina
$3.85M +$176K +2,345 +5%
SCA
720
Stokes Capital Advisors
South Carolina
$3.85M +$774K +10,308 +24%
LNB
721
Ledyard National Bank
$3.83M -$160K -2,136 -4%
BHC
722
Bowen Hanes & Co
Florida
$3.81M +$12K +160 +0.3%
SM
723
Sciencast Management
New Jersey
$3.8M +$3.83M +51,075 New
VF
724
Vest Financial
Virginia
$3.78M +$1.63M +21,746 +73%
MWM
725
Minot Wealth Management
Massachusetts
$3.77M +$238K +3,165 +7%

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.