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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
MWM
1026
Mattern Wealth Management
Kansas
$1.65M -$866K -11,540 -35%
BCM
1027
BTR Capital Management
California
$1.64M -$37.5K -500 -2%
HL
1028
HeadInvest LLC
Maine
$1.64M -$9.46K -126 -0.6%
Edgewood Management
1029
Edgewood Management
Connecticut
$1.64M
1SB
1030
1ST Source Bank
Indiana
$1.64M +$71.1K +947 +4%
TAM
1031
Taurus Asset Management
New York
$1.64M
PWA
1032
Providence Wealth Advisors
Illinois
$1.63M +$9.76K +130 +0.6%
SC
1033
Sepio Capital
Utah
$1.63M -$54.6K -727 -3%
HBT
1034
Hills Bank & Trust
Iowa
$1.63M +$168K +2,244 +11%
MFW
1035
Mosaic Family Wealth
Missouri
$1.63M +$976 +13 +0.1%
ANRIA
1036
American National Registered Investment Advisor
Texas
$1.62M -$11.6K -154 -0.7%
KFBMI
1037
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.61M
CAM
1038
Centre Asset Management
New York
$1.61M -$52.5K -700 -3%
MUAMU
1039
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.61M
CCC
1040
Chelsea Counsel Company
California
$1.61M -$6.75K -90 -0.4%
MIC
1041
Means Investment Company
Maine
$1.6M -$5.25K -70 -0.3%
Capital Fund Management (CFM)
1042
Capital Fund Management (CFM)
France
$1.6M +$1.64M +21,869 New
CS
1043
Comerica Securities
Michigan
$1.6M +$63.7K +849 +4%
DTC
1044
Davidson Trust Company
Washington
$1.59M -$37.2K -496 -2%
VRM
1045
Vectors Research Management
New York
$1.59M +$341K +4,544 +26%
HC
1046
HNP Capital
New York
$1.59M +$353K +4,702 +28%
RAM
1047
Roanoke Asset Management
New Jersey
$1.59M +$60K +800 +4%
MHS
1048
M Holdings Securities
Oregon
$1.59M -$171K -2,274 -10%
GAAM
1049
Guinness Atkinson Asset Management
California
$1.59M -$21.4K -285 -1%
Group One Trading
1050
Group One Trading
Illinois
$1.58M -$1.44M -19,221 -47%

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.