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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
CCM
1176
Copeland Capital Management
Pennsylvania
$1.19M +$18.5K +247 +2%
JFA
1177
Johanson Financial Advisors
California
$1.19M +$20.8K +277 +2%
MAM
1178
Meeder Asset Management
Ohio
$1.19M -$4M -53,322 -77%
AIM
1179
Aspen Investment Management
Michigan
$1.19M +$7.5K +100 +0.6%
THWM
1180
Taylor Hoffman Wealth Management
Virginia
$1.18M -$7.96K -106 -0.7%
LBC
1181
Lowe Brockenbrough & Co
Virginia
$1.18M
LFS
1182
Legacy Financial Strategies
Kansas
$1.18M +$85.5K +1,139 +8%
TA
1183
Tiedemann Advisors
New York
$1.18M -$32.3K -431 -3%
RDFA
1184
Ritter Daniher Financial Advisory
Ohio
$1.18M
FPFS
1185
First Personal Financial Services
North Carolina
$1.17M -$20.6K -275 -2%
SCA
1186
Stonebridge Capital Advisors
Minnesota
$1.17M +$586K +7,813 +99%
FCB
1187
First Command Bank
Texas
$1.17M +$151K +2,012 +14%
FCFS
1188
First Command Financial Services
Texas
$1.17M +$151K +2,012 +14%
FFA
1189
First Foundation Advisors
California
$1.17M +$11.7K +156 +1%
IUHSA
1190
Itau Unibanco Holding S.A.
Brazil
$1.17M +$731K +9,739 +158%
IAIM
1191
International Assets Investment Management
Florida
$1.16M -$3.59M -47,778 -75%
HCP
1192
Hexagon Capital Partners
Arkansas
$1.16M +$130K +1,732 +12%
KWM
1193
Keebeck Wealth Management
Illinois
$1.16M +$156K +2,084 +15%
IIA
1194
ICW Investment Advisors
Arizona
$1.15M +$9.61K +128 +0.8%
BW
1195
Bison Wealth
Georgia
$1.15M +$118K +1,578 +11%
CCM
1196
Canal Capital Management
Virginia
$1.14M +$1.17M +15,611 New
CC
1197
Cipher Capital
New York
$1.14M -$3.39M -45,138 -74%
BHTS
1198
Bar Harbor Trust Services
Maine
$1.13M -$118K -1,568 -9%
SXL
1199
Summit X LLC
Missouri
$1.13M +$2.55K +34 +0.2%
SP
1200
Symmetry Partners
Connecticut
$1.13M -$154K -2,056 -12%

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.