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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
CAL
1126
Capital Analysts LLC
Pennsylvania
$1.35M +$13.1K +175 +1%
DA
1127
Dillon & Associates
Michigan
$1.35M -$90.1K -1,200 -6%
GFS
1128
GYL Financial Synergies
Connecticut
$1.35M +$3.45K +46 +0.3%
FMII
1129
Farmers & Merchants Investments Inc
Nebraska
$1.34M +$19.8K +264 +1%
JFGIW
1130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.34M -$33.6K -448 -2%
HVIA
1131
Hudson Valley Investment Advisors
New York
$1.33M -$349K -4,648 -20%
AF
1132
Allworth Financial
California
$1.32M +$12.8K +171 +1%
WKWM
1133
Walter & Keenan Wealth Management
Indiana
$1.32M
GWSG
1134
GPS Wealth Strategies Group
Colorado
$1.32M -$36.8K -491 -3%
BWAM
1135
Boyd Watterson Asset Management
Ohio
$1.31M
ACM
1136
Argent Capital Management
Missouri
$1.31M -$233K -3,100 -15%
SWM
1137
SeaCrest Wealth Management
New York
$1.31M -$976 -13 -0.1%
SWP
1138
Summit Wealth Partners
Florida
$1.31M +$133K +1,776 +11%
CPWA
1139
Cerro Pacific Wealth Advisors
California
$1.31M +$1.34M +17,820 New
HIA
1140
Harbor Investment Advisory
Maryland
$1.3M -$32.8K -437 -2%
BC
1141
Bridgefront Capital
Texas
$1.3M -$771K -10,279 -37%
RCAG
1142
Rehmann Capital Advisory Group
Michigan
$1.28M -$93.1K -1,240 -7%
APG
1143
Abacus Planning Group
South Carolina
$1.28M -$68.4K -912 -5%
VBCG
1144
Valley Brook Capital Group
Pennsylvania
$1.28M +$100K +1,337 +8%
SBIA
1145
Sheaff Brock Investment Advisors
Indiana
$1.28M +$254K +3,379 +24%
IA
1146
Icon Advisers
Colorado
$1.27M +$435K +5,800 +50%
BJL
1147
Brighton Jones LLC
Washington
$1.27M +$138K +1,843 +12%
CAM
1148
Carret Asset Management
New York
$1.27M -$25.1K -335 -2%
CCMD
1149
Cypress Capital Management (Delaware)
Delaware
$1.27M +$52.5K +700 +4%
AIIMS
1150
Analyst IMS Investment Management Services
Israel
$1.26M +$338K +4,500 +35%

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.