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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
Russell Investments Group
76
Russell Investments Group
United Kingdom
$223M +$27M +359,448 +13%
Stifel Financial
77
Stifel Financial
Missouri
$218M -$1.28M -17,098 -0.6%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214M -$14.7M -195,667 -6%
BC
79
Brookfield Corp
Ontario, Canada
$208M -$17.1M -228,412 -7%
SEI Investments
80
SEI Investments
Pennsylvania
$199M +$2.47M +32,970 +1%
CCM
81
Cullen Capital Management
New York
$196M +$15.2M +202,560 +8%
GF
82
Gabelli Funds
New York
$196M -$17.5M -232,540 -8%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$187M -$6.3M -83,950 -3%
National Pension Service
84
National Pension Service
South Korea
$185M +$2.32M +30,960 +1%
DPIM
85
Duff & Phelps Investment Management
Illinois
$182M +$5.73M +76,383 +3%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$172M -$9.91M -132,007 -5%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$169M +$56.9M +758,700 +49%
RPI
88
Railway Pension Investments
United Kingdom
$169M
Nordea Investment Management
89
Nordea Investment Management
Sweden
$166M +$69.7M +929,236 +70%
Millennium Management
90
Millennium Management
New York
$166M -$10.6M -141,573 -6%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$163M +$8.72M +116,146 +6%
KeyBank National Association
92
KeyBank National Association
Ohio
$158M -$749K -9,981 -0.5%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$153M -$5.19M -69,208 -3%
Truist Financial
94
Truist Financial
North Carolina
$153M -$20.7M -275,164 -12%
First Manhattan
95
First Manhattan
New York
$151M +$12M +160,379 +8%
WHRC
96
W.H. Reaves & Co
New Jersey
$149M +$12.2M +163,108 +9%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$147M -$13.1M -174,235 -8%
EIP
98
Epoch Investment Partners
New York
$147M +$68.9M +917,457 +85%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$146M +$1.23M +16,441 +0.8%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$145M +$947K +12,622 +0.6%

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.