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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$350M +$171M +2,282,536 +92%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$326M +$8.56M +114,055 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
53
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$315M -$20.3M -270,147 -6%
CS
54
Credit Suisse
Switzerland
$315M -$51.6M -687,207 -14%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$312M -$540K -7,197 -0.2%
Invesco
56
Invesco
Georgia
$308M +$50.6M +674,831 +19%
CI Investments Inc
57
CI Investments Inc
Ontario, Canada
$302M +$62.4M +831,947 +25%
Jennison Associates
58
Jennison Associates
New York
$295M -$19.4M -258,302 -6%
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$292M -$2.45M -32,696 -0.8%
RJA
60
Raymond James & Associates
Florida
$285M +$25M +332,854 +9%
Citigroup
61
Citigroup
New York
$284M +$61.7M +822,148 +27%
Amundi
62
Amundi
France
$275M +$282M +3,754,892 New
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$270M -$11M -146,053 -4%
Ninety One (UK)
64
Ninety One (UK)
United Kingdom
$266M +$39.2M +521,687 +17%
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$264M -$6.92M -92,255 -2%
SP
66
Sarasin & Partners
United Kingdom
$263M +$13M +172,576 +5%
Bessemer Group
67
Bessemer Group
New Jersey
$262M +$10.9M +144,660 +4%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$256M -$5.91M -78,772 -2%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$255M +$26M +346,891 +11%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$254M -$16.6M -221,208 -6%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$250M -$193M -2,571,859 -43%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$248M +$9.78M +130,319 +4%
Barclays
73
Barclays
United Kingdom
$244M +$41.8M +557,600 +20%
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$235M -$10.8M -143,636 -4%
Macquarie Group
75
Macquarie Group
Australia
$229M +$150M +2,001,616 +178%

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.