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NextEra Energy
NEE

2,392 hedge funds and large institutions have $142B invested in NextEra Energy in 2021 Q4 according to their latest regulatory filings, with 363 funds opening new positions, 938 increasing their positions, 772 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more first-time investments, than exits

New positions opened: 363 | Existing positions closed: 91

32% more funds holding in top 10

Funds holding in top 10: 71 → 94 (+23)

22% more repeat investments, than reductions

Existing positions increased: 938 | Existing positions reduced: 772

20% more capital invested

Capital invested by funds: $118B → $142B (+$23.5B)

11% more funds holding

Funds holding: 2,155 → 2,392 (+237)

3% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.42B

0.79% more ownership

Funds ownership: 76.89% → 77.68% (+0.79%)

Holders
2,392
Holders Change
+237
Holders Change %
+11%
% of All Funds
36.81%
Holding in Top 10
94
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+32.39%
% of All Funds
1.45%
New
363
Increased
938
Reduced
772
Closed
91
Calls
$1.47B
Puts
$1.42B
Net Calls
+$45.3M
Net Calls Change
-$42.6M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$493M
2
JP Morgan Chase
JP Morgan Chase
New York
+$467M
3
BlackRock
BlackRock
New York
+$339M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$266M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$185M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$176M
2
UBS AM
UBS AM
Illinois
-$171M
3
APG Asset Management
APG Asset Management
Netherlands
-$157M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$142M
5
Bank of America
Bank of America
North Carolina
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
926
PFG Advisors
Arizona
$2.67M +$115K +1,329 +5%
MWM
927
Mission Wealth Management
California
$2.66M +$188K +2,177 +8%
WANY
928
Wealthspire Advisors (New York)
New York
$2.66M -$1.23M -14,254 -33%
AAM
929
Abeille Asset Management
France
$2.65M +$2.45M +28,359 New
CF
930
Centaurus Financial
California
$2.65M +$138K +1,600 +6%
DAS
931
Dynamic Advisor Solutions
Arizona
$2.64M +$102K +1,183 +4%
FCI
932
Financial Counselors Inc
Kansas
$2.63M -$2.86M -33,089 -54%
HCM
933
Hall Capital Management
Rhode Island
$2.63M +$100K +1,160 +4%
EWM
934
Evermay Wealth Management
Virginia
$2.63M +$89.2K +1,032 +4%
BDS
935
Banco de Sabadell
Florida
$2.63M +$343K +3,968 +16%
JCM
936
Jacobi Capital Management
Pennsylvania
$2.62M +$135K +1,559 +6%
DJSG
937
D.J. St. Germain
Massachusetts
$2.61M +$12.1K +140 +0.5%
SIM
938
Stratos Investment Management
Ohio
$2.6M -$32.5K -376 -1%
Luther King Capital Management (LKCM)
939
Luther King Capital Management (LKCM)
Texas
$2.59M +$100K +1,157 +4%
SFA
940
Sequoia Financial Advisors
Ohio
$2.58M +$1.76M +20,350 +280%
CIM
941
Centersquare Investment Management
Pennsylvania
$2.57M -$951K -11,000 -29%
SFS
942
Stiles Financial Services
Minnesota
$2.56M +$2.37M +27,434 New
TSWM
943
Triangle Securities Wealth Management
North Carolina
$2.56M -$21.2K -245 -0.9%
HWM
944
Hemington Wealth Management
Virginia
$2.55M +$91K +1,053 +3%
WIC
945
Wilkins Investment Counsel
Massachusetts
$2.54M – – –
TJHA
946
Thomas J. Herzfeld Advisors
Florida
$2.54M – – –
BTW
947
Boston Trust Walden
Massachusetts
$2.53M +$350K +4,046 +18%
SS
948
Simplicity Solutions
Minnesota
$2.53M +$1.34M +15,512 +134%
WSCM
949
Wellington Shields Capital Management
New York
$2.52M +$554K +6,409 +31%
HIP
950
HUB Investment Partners
Texas
$2.51M -$53.8K -622 -2%
36 37
38
39 40

NEE Hedge Fund Activity: Q4 2021 in Review

2,392 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2021, worth a combined $142B — up 20% from $118B a quarter earlier.

Buyers outnumbered sellers: 363 funds opened new NEE positions and 91 closed out — a net gain of 272 holders — while 938 added to existing stakes and 772 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $493M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 2,392 institutional investors held NextEra Energy (NEE) as of Q4 2021, up from 2,155 in Q3 2021.
  • Funds reported $142B of NextEra Energy stock for Q4 2021, up 20% quarter-over-quarter.
  • 363 funds opened new NextEra Energy positions in Q4 2021 and 91 closed out, a net change of +272 holders.
  • The largest NextEra Energy buyer in Q4 2021 was Fidelity Investments, an estimated $493M added.
  • The largest NextEra Energy seller in Q4 2021 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2021.