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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
MCWS
1276
McKinley Carter Wealth Services
West Virginia
$936K -$5.4K -72 -0.6%
PA
1277
Procyon Advisors
Connecticut
$935K +$451K +6,010 +89%
MIC
1278
Meridian Investment Counsel
California
$931K
SAM
1279
Summit Asset Management
Tennessee
$929K +$300 +4 +0%
DTL
1280
Dynamic Technology Lab
Singapore
$928K -$526K -7,012 -36%
HEIP
1281
Hudson Edge Investment Partners
New Jersey
$923K
CPIG
1282
Chicago Partners Investment Group
Illinois
$921K +$32.1K +428 +4%
CRWM
1283
Castle Rock Wealth Management
California
$919K -$706K -9,406 -45%
TCM
1284
Traynor Capital Management
Pennsylvania
$915K -$273K -3,631 -23%
ECM
1285
EagleClaw Capital Management
Massachusetts
$910K -$20K -266 -2%
JF
1286
Jump Financial
Illinois
$908K +$478K +6,369 +106%
CCM
1287
Carlson Capital Management
Minnesota
$906K +$18.1K +241 +2%
FCA
1288
FinTrust Capital Advisors
South Carolina
$904K +$105K +1,404 +13%
QT
1289
Quantamental Technologies
New York
$900K +$921K +12,276 New
BAS
1290
Brown Advisory Securities
Maryland
$898K +$9.68K +129 +1%
OFG
1291
Oxford Financial Group
Indiana
$898K +$32.7K +436 +4%
GF
1292
Gries Financial
Ohio
$896K
CG
1293
Caprock Group
Idaho
$895K -$285K -3,793 -24%
WDL
1294
Well Done LLC
Michigan
$892K -$2.63K -35 -0.3%
NERM
1295
New England Research & Management
Illinois
$891K -$12K -160 -1%
PFBT
1296
Parkside Financial Bank & Trust
Missouri
$887K +$26K +346 +3%
CFA
1297
CWS Financial Advisors
Michigan
$885K -$17.9K -239 -2%
CPSC
1298
Carl P. Sherr & Co
Massachusetts
$884K -$15K -200 -2%
LGA
1299
Lebenthal Global Advisors
New York
$884K -$4.43K -59 -0.5%
RMAM
1300
Raab & Moskowitz Asset Management
New Jersey
$882K

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.