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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
SP
1226
Successful Portfolios
Florida
$1.06M +$32.3K +431 +3%
RWA
1227
River Wealth Advisors
Pennsylvania
$1.06M +$114K +1,517 +12%
WIC
1228
Whitegate Investment Counselors
New Hampshire
$1.06M
FC
1229
Forte Capital
New York
$1.05M +$32K +427 +3%
NAM
1230
NTV Asset Management
West Virginia
$1.05M
VF
1231
Virtu Financial
New York
$1.05M +$1.08M +14,324 New
BP
1232
Ballentine Partners
Massachusetts
$1.05M -$6.91K -92 -0.6%
CT
1233
Chicago Trust
Illinois
$1.04M +$5.7K +76 +0.5%
PSB
1234
Piscataqua Savings Bank
New Hampshire
$1.04M -$53.9K -718 -5%
QCG
1235
Quadrant Capital Group
Ohio
$1.04M -$130K -1,732 -11%
AAF
1236
Andra AP-fonden
Sweden
$1.04M -$4.35M -57,900 -80%
BONH
1237
Bank of New Hampshire
New Hampshire
$1.04M +$1.07M +14,207 New
VIA
1238
Vident Investment Advisory
Georgia
$1.04M +$163K +2,178 +18%
RCM
1239
Radnor Capital Management
Pennsylvania
$1.04M -$7.5K -100 -0.7%
FDCDDQ
1240
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.03M +$78.6K +1,047 +8%
IP
1241
Isthmus Partners
Wisconsin
$1.03M
SWP
1242
Strategic Wealth Partners
Ohio
$1.03M -$6.75K -90 -0.6%
ACM
1243
Aljian Capital Management
Nevada
$1.02M -$19.4K -259 -2%
FB
1244
Fulton Bank
Pennsylvania
$1.02M -$600 -8 -0.1%
SCM
1245
Shelton Capital Management
Colorado
$1.02M
KJWM
1246
Kiley Juergens Wealth Management
Washington
$1.01M +$182K +2,419 +21%
ATPW
1247
Ashton Thomas Private Wealth
Arizona
$1.01M +$139K +1,848 +16%
MFM
1248
MD Financial Management
Ontario, Canada
$1M +$1.03M +13,667 New
SC
1249
Searle & Co
Connecticut
$1M
SW
1250
SlateStone Wealth
Florida
$1M +$361K +4,806 +54%

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.