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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
ACM
976
Adalta Capital Management
New York
$1.83M
WCA
977
Waratah Capital Advisors
Ontario, Canada
$1.82M -$11.8M -156,909 -86%
FFA
978
Founders Financial Alliance
North Carolina
$1.82M +$15.2K +203 +0.8%
SLT
979
St Louis Trust
Missouri
$1.82M
PWP
980
Private Wealth Partners
California
$1.82M +$20.3K +270 +1%
CPA
981
Court Place Advisors
Maryland
$1.82M
CIAS
982
Capital Investment Advisory Services
North Carolina
$1.82M +$228K +3,034 +14%
EHWM
983
Eads & Heald Wealth Management
Georgia
$1.81M -$225 -3 -0%
BMWM
984
Brown Miller Wealth Management
Virginia
$1.79M -$10.1K -134 -0.5%
EWA
985
EP Wealth Advisors
California
$1.79M +$496K +6,604 +37%
HI
986
Horizon Investments
North Carolina
$1.79M +$475K +6,334 +35%
CG
987
Cutler Group
California
$1.78M +$1.77M +23,644 +3,477%
BFS
988
Bard Financial Services
Connecticut
$1.78M +$18.8K +250 +1%
BDS
989
Banco de Sabadell
Florida
$1.78M +$114K +1,524 +7%
IWS
990
Insight Wealth Strategies
California
$1.77M -$29.7K -396 -2%
CFS
991
CRA Financial Services
New Jersey
$1.77M +$1.13K +15 +0.1%
FWM
992
Frontier Wealth Management
Missouri
$1.77M +$82.9K +1,105 +5%
LCM
993
LVM Capital Management
Michigan
$1.77M +$78.8K +1,050 +5%
SIA
994
Strategic Investment Advisors
Michigan
$1.77M +$263K +3,501 +17%
WPP
995
Whalerock Point Partners
Rhode Island
$1.77M -$242K -3,225 -12%
CC
996
Corsicana & Co
Texas
$1.76M +$1.81M +24,089 New
CIC
997
Cutler Investment Counsel
Oregon
$1.76M
PFT
998
Providence First Trust
Arizona
$1.76M -$37.5K -500 -2%
NFG
999
Next Financial Group
Texas
$1.75M +$153K +2,038 +9%
BDF
1000
Balasa Dinverno & Foltz
$1.75M -$121K -1,616 -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.