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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
HCM
1326
HMS Capital Management
Tennessee
$837K -$328K -4,368 -28%
ICG
1327
InterOcean Capital Group
Tennessee
$835K -$24K -320 -3%
SICM
1328
Sustainable Insight Capital Management
New York
$835K +$856K +11,400 New
AIA
1329
Alera Investment Advisors
Illinois
$833K +$3.38K +45 +0.4%
RP
1330
Rowlandmiller & Partners
Georgia
$832K +$30K +400 +4%
GIA
1331
Gateway Investment Advisers
Ohio
$830K -$37.7K -502 -4%
SAM
1332
S.A. Mason
Michigan
$826K
DIP
1333
DT Investment Partners
Pennsylvania
$826K +$99.6K +1,327 +13%
SFG
1334
Summit Financial Group
West Virginia
$825K
PFG
1335
PAX Financial Group
Texas
$823K +$72.3K +963 +9%
WAP
1336
Wealthcare Advisory Partners
Pennsylvania
$823K +$253K +3,376 +43%
BSB
1337
Bangor Savings Bank
Maine
$822K +$18K +240 +2%
AWS
1338
AJ Wealth Strategies
New York
$818K -$73.5K -980 -8%
NG
1339
Northstar Group
New York
$817K
BEAM
1340
Baker Ellis Asset Management
Washington
$817K +$105K +1,403 +14%
LWAM
1341
Legacy Wealth Asset Management
Minnesota
$815K +$19.2K +256 +2%
MWPCG
1342
Measured Wealth Private Client Group
New Hampshire
$814K -$8.26K -110 -1%
HH
1343
Hilltop Holdings
Texas
$812K -$231K -3,076 -22%
LRPA
1344
L. Roy Papp & Associates
Arizona
$812K +$394K +5,250 +90%
MAG
1345
Mayfair Advisory Group
Alabama
$809K +$27K +360 +3%
FUBT
1346
First United Bank & Trust
Maryland
$808K -$4.8K -64 -0.6%
PGIM
1347
Pacific Global Investment Management
California
$807K -$522K -6,960 -39%
JMF
1348
Johnson Midwest Financial
Iowa
$806K +$1.88K +25 +0.2%
GA
1349
GoalVest Advisory
New York
$806K +$49.2K +655 +6%
IWC
1350
Integrated Wealth Concepts
Massachusetts
$806K +$167K +2,230 +25%

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.