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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
SIC
751
SFE Investment Counsel
California
$3.44M +$46K +613 +1%
BIAS
752
Beacon Investment Advisory Services
New Jersey
$3.44M -$143K -1,912 -4%
CC
753
Carlson Capital
Texas
$3.44M +$3.52M +46,880 New
CDH
754
Charles D. Hyman
$3.43M -$39.6K -528 -1%
RC
755
RegentAtlantic Capital
New Jersey
$3.43M +$397K +5,294 +13%
CT
756
Coastline Trust
Rhode Island
$3.41M -$143K -1,905 -4%
WGAM
757
Wilkinson Global Asset Management
New York
$3.41M
PT
758
Plimoth Trust
Massachusetts
$3.4M -$143K -1,912 -4%
CK
759
Cohen Klingenstein
New York
$3.4M
NPT
760
Nixon Peabody Trust
Massachusetts
$3.38M +$28.1K +374 +0.8%
AAS
761
Avantax Advisory Services
Texas
$3.38M +$243K +3,236 +8%
WS
762
Wedbush Securities
California
$3.38M -$498K -6,634 -13%
Rafferty Asset Management
763
Rafferty Asset Management
New York
$3.36M +$449K +5,988 +15%
SCM
764
Schnieders Capital Management
California
$3.33M
VCM
765
Violich Capital Management
California
$3.33M -$819K -10,911 -19%
BRM
766
Boston Research & Management
Massachusetts
$3.3M +$526K +7,005 +18%
SW
767
SkyOak Wealth
Michigan
$3.3M -$28.4K -379 -0.8%
HZ
768
Hixon Zuercher
Ohio
$3.3M +$130K +1,726 +4%
BOH
769
Bank of Hawaii
Hawaii
$3.29M -$204K -2,717 -6%
BU
770
BBVA USA
Alabama
$3.27M +$3.35M +44,673 New
BB
771
Berkshire Bank
Massachusetts
$3.26M -$53.5K -713 -2%
ST
772
Smithfield Trust
Pennsylvania
$3.24M -$619K -8,251 -16%
JWCA
773
J.W. Coons Advisors
Ohio
$3.24M -$78.4K -1,044 -2%
S
774
SignatureFD
Georgia
$3.23M -$31.1K -414 -0.9%
AAP
775
Aristotle Atlantic Partners
Florida
$3.22M +$209K +2,788 +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.