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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
IAN
1401
Integrated Advisors Network
Texas
$725K +$109K +1,449 +17%
SC
1402
Schulhoff & Co
Ohio
$724K
PCP
1403
Proficio Capital Partners
Massachusetts
$724K +$34K +453 +5%
GSWM
1404
Golden State Wealth Management
California
$724K +$741K +9,880 New
CFG
1405
Cooper Financial Group
California
$723K +$78K +1,039 +12%
RIM
1406
Regent Investment Management
Kentucky
$722K +$90.1K +1,200 +14%
CCM
1407
Compton Capital Management
Rhode Island
$722K +$101K +1,350 +16%
PP
1408
PDS Planning
Ohio
$720K -$129K -1,723 -15%
CBT
1409
Central Bank & Trust
Kentucky
$718K -$2.9M -38,672 -80%
LC
1410
LCNB Corp
Ohio
$718K -$18.8K -250 -2%
TWM
1411
Triton Wealth Management
Arizona
$714K
GHAM
1412
Gilman Hill Asset Management
Connecticut
$713K +$11.3K +150 +2%
HIS
1413
Horizon Investment Services
Indiana
$712K -$891K -11,874 -55%
CC
1414
Courier Capital
New York
$712K +$31.4K +418 +4%
RL
1415
Ruffer LLP
United Kingdom
$711K +$728K +9,700 New
SCM
1416
Stonebridge Capital Management
California
$710K
TCM
1417
Tufton Capital Management
Maryland
$710K
BONST
1418
Bank of Nova Scotia Trust
Ontario, Canada
$710K +$9.91K +132 +1%
JDR
1419
Jay D. Rosenbaum
$709K
WA
1420
Wambolt & Associates
Colorado
$709K +$163K +2,177 +29%
WP
1421
WealthSource Partners
California
$708K +$233K +3,102 +47%
AWE
1422
Avidian Wealth Enterprises
Texas
$706K -$375 -5 -0.1%
RB
1423
Renasant Bank
Mississippi
$703K -$36K -480 -5%
OIA
1424
Optimum Investment Advisors
Illinois
$703K
OPS
1425
Orion Portfolio Solutions
Nebraska
$703K +$17.3K +231 +2%

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.