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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
FNBTCON
876
First National Bank & Trust Co of Newtown
Pennsylvania
$2.36M +$497K +6,624 +26%
TNAM
877
Terra Nova Asset Management
New York
$2.35M -$263K -3,505 -10%
NFG
878
Nations Financial Group
Iowa
$2.35M -$132K -1,754 -5%
CGL
879
Clarius Group LLC
Washington
$2.35M -$826 -11 -0%
FC
880
FORA Capital
Florida
$2.34M +$2.4M +31,973 New
HWM
881
Hemington Wealth Management
Virginia
$2.34M -$3.83K -51 -0.2%
GBT
882
Grove Bank & Trust
Florida
$2.33M -$2.85K -38 -0.1%
MPPW
883
Mitchell & Pahl Private Wealth
Oklahoma
$2.33M +$25.8K +344 +1%
AIC
884
Archer Investment Corporation
Indiana
$2.31M +$20.6K +275 +0.9%
CWM
885
Chesapeake Wealth Management
Virginia
$2.31M -$19.7K -262 -0.8%
SC
886
Slow Capital
California
$2.31M -$2.25K -30 -0.1%
FMTCOCP
887
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.3M +$46.6K +621 +2%
JAFL
888
Jay A. Fishman Ltd
Michigan
$2.3M
OIA
889
OneDigital Investment Advisors
Kansas
$2.3M +$115K +1,531 +5%
FCM
890
Firestone Capital Management
Florida
$2.3M
SC
891
Savant Capital
Illinois
$2.29M +$70.8K +944 +3%
UCMOK
892
United Capital Management of KS
Kansas
$2.27M +$326K +4,349 +16%
OC
893
Oakworth Capital
Alabama
$2.27M +$30K +400 +1%
BIM
894
Bridges Investment Management
Nebraska
$2.27M -$229K -3,050 -9%
CCWA
895
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M +$3.68K +49 +0.2%
MWM
896
Meridian Wealth Management
Kentucky
$2.25M +$8.26K +110 +0.4%
VPIM
897
Vanguard Personalized Indexing Management
California
$2.24M -$467K -6,229 -17%
UR
898
USCA RIA
Texas
$2.23M -$293K -3,900 -11%
AFS
899
Access Financial Services
Minnesota
$2.23M +$70.2K +936 +3%
WTC
900
WhitTier Trust Company
Nevada
$2.23M +$51.3K +683 +2%

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.