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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
CFGS
926
Concourse Financial Group Securities
Alabama
$2.1M +$111K +1,475 +5%
PWM
927
Perigon Wealth Management
California
$2.07M -$192K -2,555 -8%
BCM
928
Brookstone Capital Management
Illinois
$2.07M +$1.02M +13,586 +97%
AMI
929
Amica Mutual Insurance
Rhode Island
$2.07M
PA
930
PFG Advisors
Arizona
$2.06M -$166K -2,206 -7%
BSSFA
931
Baron Silver Stevens Financial Advisors
Florida
$2.06M -$19.1K -255 -0.9%
AF
932
Alerus Financial
North Dakota
$2.03M -$1.69M -22,541 -45%
EWM
933
Evermay Wealth Management
Virginia
$2.02M -$69K -920 -3%
TSWM
934
Triangle Securities Wealth Management
North Carolina
$2.02M -$10.1K -135 -0.5%
ACM
935
Azimuth Capital Management
Michigan
$2.02M -$30K -400 -1%
HI
936
Harbour Investments
Wisconsin
$2.02M +$9.76K +130 +0.5%
MIAS
937
Mason Investment Advisory Services
Virginia
$2.02M +$292K +3,893 +16%
DJSG
938
D.J. St. Germain
Massachusetts
$2.01M -$11.3K -151 -0.5%
CG
939
Castellan Group
Kentucky
$2M +$2.05M +27,300 New
TJHA
940
Thomas J. Herzfeld Advisors
Florida
$1.99M
WWM
941
Western Wealth Management
Colorado
$1.99M +$719K +9,586 +54%
TFA
942
Teamwork Financial Advisors
Texas
$1.99M -$323K -4,298 -14%
WIC
943
Wilkins Investment Counsel
Massachusetts
$1.99M -$37.5K -500 -2%
BEI
944
Benjamin Edwards Inc
Missouri
$1.96M +$218K +2,911 +12%
CIA
945
Cohen Investment Advisors
New Hampshire
$1.95M -$28.9K -385 -1%
BOS
946
Bank of Stockton
California
$1.95M -$88.9K -1,185 -4%
HCM
947
Hall Capital Management
Rhode Island
$1.95M +$2M +26,600 New
AWM
948
Altium Wealth Management
New York
$1.93M -$20.4K -272 -1%
SFA
949
Sequoia Financial Advisors
Ohio
$1.93M +$72.9K +972 +4%
APA
950
Allegiant Private Advisors
Florida
$1.93M +$643K +8,571 +48%

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.