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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
AQR Capital Management
101
AQR Capital Management
Connecticut
$145M -$12.9M -171,845 -8%
ProShare Advisors
102
ProShare Advisors
Maryland
$143M +$27M +360,422 +23%
JMPWA
103
JP Morgan Private Wealth Advisors
California
$143M -$14.4M -191,252 -9%
US Bancorp
104
US Bancorp
Minnesota
$138M -$2.01M -26,844 -1%
Prudential Financial
105
Prudential Financial
New Jersey
$132M -$6.69M -89,186 -5%
Allianz Asset Management
106
Allianz Asset Management
Germany
$131M +$12.4M +165,101 +10%
VNIM
107
Vaughan Nelson Investment Management
Texas
$131M +$134M +1,784,375 New
RFC
108
Regions Financial Corp
Alabama
$130M -$4.29M -57,197 -3%
EAM
109
Eagle Asset Management
Florida
$130M +$28.6M +381,063 +27%
N
110
Natixis
France
$128M +$35M +466,717 +36%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$127M -$88.5M -1,179,043 -40%
MP
112
Munro Partners
Australia
$119M +$11.5M +153,750 +10%
PI
113
Putnam Investments
Massachusetts
$116M -$16.2M -215,958 -12%
Citadel Advisors
114
Citadel Advisors
Florida
$114M -$5.03M -67,074 -4%
MMH
115
Menora Mivtachim Holdings
Israel
$114M
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$112M +$20.6M +274,910 +22%
EIP
117
Energy Income Partners
Connecticut
$112M -$8.17M -108,826 -7%
Korea Investment Corp
118
Korea Investment Corp
South Korea
$111M -$6.29M -83,780 -5%
HNB
119
Huntington National Bank
Ohio
$110M +$2.33M +31,014 +2%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$110M -$1.13M -15,020 -1%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$107M +$19.9M +265,583 +22%
American Century Companies
122
American Century Companies
Missouri
$107M -$25.6M -341,279 -19%
Axa
123
Axa
France
$105M +$2.64M +35,147 +3%
SO
124
STRS Ohio
Ohio
$105M +$5.07M +67,499 +5%
AAMU
125
AEGON Asset Management (UK)
United Kingdom
$103M -$13.6M -181,317 -11%

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.