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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
SOAMC
851
Spirit of America Management Corp
New York
$2.49M +$99.4K +1,325 +4%
ATC
852
Adirondack Trust Company
New York
$2.48M -$16.5K -220 -0.6%
MOS
853
MGO One Seven
Ohio
$2.48M +$438K +5,837 +21%
PFSC
854
Peoples Financial Services Corp
Pennsylvania
$2.47M -$10.5K -140 -0.4%
FHA
855
First Horizon Advisors
Tennessee
$2.44M +$106K +1,419 +4%
CFFP
856
Center for Financial Planning
Michigan
$2.44M
LAIC
857
Lederer & Associates Investment Counsel
California
$2.43M -$10.8K -144 -0.4%
ANTB
858
AMG National Trust Bank
Colorado
$2.43M +$321K +4,282 +15%
CSIC
859
Clifford Swan Investment Counsel
California
$2.43M -$85.2K -1,135 -4%
IMRF
860
Illinois Municipal Retirement Fund
Illinois
$2.42M -$2.25M -29,919 -47%
LBC
861
Lawrence B. Cohen
$2.42M +$31.1K +415 +1%
Luther King Capital Management (LKCM)
862
Luther King Capital Management (LKCM)
Texas
$2.42M +$424K +5,650 +21%
VI
863
Vestcor Inc
New Brunswick, Canada
$2.41M -$11.7M -155,388 -83%
SVWAG
864
Sound View Wealth Advisors Group
Georgia
$2.4M +$107K +1,426 +5%
YWP
865
YorkBridge Wealth Partners
New York
$2.4M +$45.2K +602 +2%
MSA
866
Marino Stram & Associates
Massachusetts
$2.4M +$2.46M +32,785 New
TVWM
867
Tower View Wealth Management
Wisconsin
$2.39M +$56.4K +751 +2%
COI
868
Connable Office Inc
Michigan
$2.38M -$45.3K -603 -2%
CFAM
869
Center For Asset Management
Florida
$2.38M +$345K +4,596 +16%
GRP
870
Global Retirement Partners
California
$2.37M +$186K +2,478 +8%
IWM
871
IHT Wealth Management
Illinois
$2.37M +$708K +9,437 +41%
IA
872
IndexIQ Advisors
New York
$2.37M +$74.2K +989 +3%
LCM
873
Liberty Capital Management
Michigan
$2.36M -$26.9K -358 -1%
GWMIA
874
Global Wealth Management Investment Advisory
Florida
$2.36M +$189K +2,519 +8%
LS
875
Livforsakringsbolaget Skandia
Sweden
$2.36M +$300K +4,000 +14%

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.