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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
HIMC
801
Heritage Investors Management Corp
Maryland
$2.97M +$1.87M +24,935 +160%
CIM
802
Centersquare Investment Management
Pennsylvania
$2.97M -$1.5M -19,932 -33%
AA
803
Altman Advisors
Illinois
$2.95M -$1.16M -15,390 -30%
TG
804
TCW Group
California
$2.94M +$52.4K +698 +2%
NSEDCP
805
NJ State Employees Deferred Compensation Plan
New Jersey
$2.93M
BBNA
806
Bremer Bank National Association
Minnesota
$2.93M +$9.61K +128 +0.3%
CCM
807
Carderock Capital Management
Maryland
$2.9M +$32.6K +434 +1%
WAM
808
Weatherly Asset Management
California
$2.89M +$654K +8,711 +28%
GT
809
Glenview Trust
Kentucky
$2.87M +$15.8K +211 +0.5%
VAG
810
VisionPoint Advisory Group
Texas
$2.86M +$721K +9,612 +33%
BS
811
Boenning & Scattergood
Pennsylvania
$2.86M +$101K +1,350 +4%
FTA
812
Financial & Tax Architects
Missouri
$2.84M +$582K +7,755 +25%
HSA
813
HBK Sorce Advisory
Pennsylvania
$2.82M -$109K -1,459 -4%
SW
814
StrongBox Wealth
Missouri
$2.78M +$323K +4,301 +13%
HCA
815
Harbour Capital Advisors
Virginia
$2.77M -$9.76K -130 -0.3%
BIM
816
Baldwin Investment Management
Pennsylvania
$2.77M +$154K +2,055 +6%
MIM
817
Montgomery Investment Management
Maryland
$2.75M
DAC
818
Dividend Assets Capital
South Carolina
$2.74M +$106K +1,408 +4%
PA
819
Parallel Advisors
California
$2.74M +$215K +2,861 +8%
CCM
820
Coldstream Capital Management
Washington
$2.73M -$6.15K -82 -0.2%
TA
821
TFG Advisers
Michigan
$2.73M +$88.3K +1,177 +3%
MIM
822
Moseley Investment Management
Florida
$2.72M +$347K +4,622 +14%
BA
823
Bristlecone Advisors
Washington
$2.71M +$45.3K +603 +2%
AIC
824
Ameritas Investment Company
Nebraska
$2.7M -$1.24M -16,562 -54%
IC
825
IEQ Capital
California
$2.66M +$506K +6,743 +23%

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.