We are live on ! Find out more
NEE icon

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
AB
1301
Atlas Brown
Kentucky
$881K -$26.2K -349 -3%
AP
1302
Atwood & Palmer
Missouri
$880K -$64.4K -858 -7%
DAM
1303
Derbend Asset Management
Georgia
$880K +$901K +12,007 New
WFI
1304
West Family Investments
California
$880K +$901K +12,010 New
WMC
1305
Westwood Management Corporation
Illinois
$879K -$7.96K -106 -0.9%
TP
1306
Tranquility Partners
Tennessee
$877K -$3K -40 -0.3%
NDSI
1307
Newman Dignan & Sheerar Inc
Rhode Island
$875K +$319K +4,254 +55%
ACP
1308
Ashfield Capital Partners
California
$874K +$20.7K +276 +2%
ECM
1309
Exchange Capital Management
Michigan
$873K -$12.6K -168 -1%
QI
1310
Qtron Investments
Massachusetts
$873K
MCM
1311
McRae Capital Management
New Jersey
$872K +$37.5K +500 +4%
SFM
1312
Signet Financial Management
New Jersey
$871K -$107K -1,428 -11%
STB
1313
S&T Bank
Pennsylvania
$870K -$63.8K -850 -7%
SRSA
1314
S.R. Schill & Associates
Washington
$865K
BB
1315
Bell Bank
North Dakota
$862K -$1.88K -25 -0.2%
B
1316
Bellecapital
Switzerland
$862K +$41.6K +554 +5%
PTP
1317
Platform Technology Partners
New York
$860K +$881K +11,735 New
PIA
1318
Pinion Investment Advisors
Kansas
$855K +$20.5K +273 +2%
XWM
1319
Xcel Wealth Management
Florida
$853K -$97.6K -1,300 -10%
FCCM
1320
First City Capital Management
Georgia
$850K
WC
1321
Westhampton Capital
North Carolina
$846K +$62.3K +830 +8%
CBN
1322
Cadence Bank NA
Texas
$840K +$26K +346 +3%
FNC
1323
First National Corp
Massachusetts
$839K -$739K -9,841 -74%
MPWT
1324
MassMutual Private Wealth & Trust
Connecticut
$838K -$13.6K -181 -2%
AIP
1325
Almanack Investment Partners
Pennsylvania
$838K -$4.05K -54 -0.5%

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.