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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
RG
1351
Renaissance Group
Kentucky
$805K -$42.6K -568 -5%
HH
1352
HWG Holdings
Texas
$804K +$518K +6,904 +170%
SFSIG
1353
San Francisco Sentry Investment Group
California
$799K -$1.05K -14 -0.1%
PL
1354
Plancorp LLC
Missouri
$798K -$10.1K -134 -1%
AWM
1355
Avior Wealth Management
Nebraska
$795K +$278K +3,705 +52%
PIA
1356
Powell Investment Advisors
Florida
$794K
CMI
1357
Clare Market Investments
Texas
$788K +$46.4K +618 +6%
MCA
1358
Mercer Capital Advisers
New Jersey
$784K
AIM
1359
Axiom Investment Management
New York
$784K +$472K +6,294 +142%
SCM
1360
Southport Capital Management
Tennessee
$783K -$1.29M -17,160 -62%
FG
1361
Fiduciary Group
Georgia
$783K +$17.6K +234 +2%
G
1362
GenTrust
Florida
$782K
SAA
1363
Southeast Asset Advisors
Georgia
$777K
CP
1364
Covenant Partners
Tennessee
$774K
CAM
1365
Costello Asset Management
Pennsylvania
$770K +$350K +4,665 +80%
UBV
1366
United Bank (Virginia)
Virginia
$767K -$300 -4 -0%
IP
1367
Investment Partners
Ohio
$764K +$2.85K +38 +0.4%
NB
1368
Nicolet Bankshares
Wisconsin
$764K +$105K +1,401 +16%
BCA
1369
Bay Colony Advisors
Massachusetts
$761K +$16.1K +214 +2%
BWA
1370
BDO Wealth Advisors
Florida
$761K +$396K +5,271 +103%
OWA
1371
Outlook Wealth Advisors
Texas
$756K -$74.9K -998 -9%
EW
1372
Evoke Wealth
California
$756K -$7.13K -95 -0.9%
BWM
1373
Baystate Wealth Management
Massachusetts
$756K +$24.5K +326 +3%
COCM
1374
Charter Oak Capital Management
New Hampshire
$754K -$3.68K -49 -0.5%
PHS
1375
Pekin Hardy Strauss
Illinois
$751K -$42.4K -565 -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.