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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
FCBT
1376
First Citizens Bank & Trust
North Carolina
$750K -$15.6K -208 -2%
MCM
1377
McMillion Capital Management
North Carolina
$749K
BMC
1378
Benin Management Corp
Connecticut
$748K
SS
1379
Simplicity Solutions
Minnesota
$748K +$109K +1,455 +17%
AW
1380
Alaethes Wealth
Nevada
$748K +$171K +2,282 +29%
ECM
1381
Evergreen Capital Management
Washington
$745K +$41.1K +547 +6%
22CM
1382
20/20 Capital Management
California
$745K +$763K +10,164 New
CWM
1383
Cornerstone Wealth Management
Missouri
$744K -$22.6K -301 -3%
CCM
1384
Crossvault Capital Management
Texas
$743K
BPC
1385
Banque Pictet & Cie
Switzerland
$740K
PNAA
1386
Pictet North America Advisors
Switzerland
$740K
CT
1387
Columbia Trust
Oregon
$739K +$68.8K +917 +10%
IFG
1388
Independent Financial Group
California
$739K -$42.7K -569 -5%
AIA
1389
Avalon Investment & Advisory
Texas
$738K -$750 -10 -0.1%
FPGK
1390
Financial Partners Group (Kansas)
Kansas
$738K +$256K +3,412 +51%
MFT
1391
Moisand Fitzgerald Tamayo
Florida
$737K
GLA
1392
Good Life Advisors
Pennsylvania
$736K +$11.9K +159 +2%
CFO
1393
CVA Family Office
Colorado
$736K +$67.4K +898 +10%
EM
1394
Excalibur Management
Massachusetts
$734K +$31.7K +422 +4%
HCM
1395
Hudson Capital Management
New Jersey
$733K
FFC
1396
First Financial Corp
Indiana
$731K -$34.9K -465 -4%
DC
1397
DeDora Capital
California
$730K -$35.1K -468 -4%
VCM
1398
Vigilant Capital Management
Maine
$729K +$60.2K +802 +9%
LF
1399
LifeSteps Financial
California
$728K -$118K -1,570 -14%
LWA
1400
Lenox Wealth Advisors
New York
$726K +$84.1K +1,120 +13%

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.