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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
EFSCE
1051
Enterprise Financial Services Corp (EFSC)
Missouri
$1.58M -$146K -1,940 -8%
PMA
1052
Prudent Man Advisors
Illinois
$1.58M +$30.1K +401 +2%
LW
1053
Linscomb Wealth
Texas
$1.57M -$26.9K -359 -2%
FHA
1054
Flagship Harbor Advisors
Massachusetts
$1.57M +$214K +2,848 +15%
BMC
1055
Beaton Management Company
Massachusetts
$1.57M -$22.5K -300 -1%
CAM
1056
Cypress Asset Management
Texas
$1.56M
MRCM
1057
M&R Capital Management
New Jersey
$1.56M +$7.5K +100 +0.5%
LIM
1058
Leavell Investment Management
Alabama
$1.56M
BRG
1059
Bay Rivers Group
Virginia
$1.55M +$1.32M +17,630 +494%
EB
1060
Eastern Bank
Massachusetts
$1.55M -$193K -2,570 -11%
HCCM
1061
Hudson Canyon Capital Management
New York
$1.54M -$60.2K -802 -4%
SIM
1062
Sentry Investment Management
Wisconsin
$1.54M +$6.83K +91 +0.4%
ZB
1063
Zions Bancorporation
Utah
$1.54M +$257K +3,419 +19%
LFAS
1064
Level Four Advisory Services
Texas
$1.54M -$90.7K -1,208 -5%
LOIM
1065
Liberty One Investment Management
Illinois
$1.53M +$117K +1,564 +8%
BTWM
1066
Baker Tilly Wealth Management
Wisconsin
$1.53M +$193K +2,565 +14%
TCM
1067
Teza Capital Management
Illinois
$1.53M +$909K +12,118 +139%
BO
1068
BRR OpCo
Ohio
$1.52M -$22.7K -302 -1%
SIM
1069
Stratos Investment Management
Ohio
$1.52M +$138K +1,844 +10%
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$1.51M -$7.5K -100 -0.5%
CNC
1071
Citizens & Northern Corp
Pennsylvania
$1.5M -$101K -1,345 -6%
CCA
1072
Checchi Capital Advisers
California
$1.5M -$78.3K -1,043 -5%
AFS
1073
Aft Forsyth & Sober
Florida
$1.5M
PRC
1074
Pearl River Capital
Michigan
$1.5M +$1.54M +20,492 New
MW
1075
Marcum Wealth
Ohio
$1.49M -$8.11K -108 -0.5%

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.