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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
BWM
1426
Buckley Wealth Management
Nevada
$698K +$22.1K +294 +3%
AWM
1427
Aries Wealth Management
Maine
$692K +$30.8K +410 +5%
BCM
1428
Breiter Capital Management
Florida
$691K +$708K +9,430 New
CAAS
1429
Capital Asset Advisory Services
Michigan
$688K +$111K +1,474 +19%
DWP
1430
Destiny Wealth Partners
Florida
$687K -$22.6K -301 -3%
BMCM
1431
Burns Matteson Capital Management
New York
$685K +$27.3K +364 +4%
PAM
1432
Palisade Asset Management
Minnesota
$684K +$16.9K +225 +2%
FPIS
1433
Financial Planning & Information Services
Wisconsin
$683K -$14.3K -190 -2%
PAS
1434
Professional Advisory Services
Florida
$683K
BFIM
1435
Beese Fulmer Investment Management
Ohio
$676K
MFG
1436
Merit Financial Group
Georgia
$671K +$4.8K +64 +0.7%
WFC
1437
Western Financial Corp
California
$670K +$71.1K +947 +12%
EM
1438
ELCO Management
New York
$667K +$222K +2,953 +48%
NAG
1439
Northstar Advisory Group
New Jersey
$664K +$54.3K +724 +9%
NP
1440
Ninepoint Partners
Ontario, Canada
$663K +$139K +1,854 +26%
TW
1441
Transform Wealth
Colorado
$663K +$209K +2,783 +44%
HWMG
1442
Hurlow Wealth Management Group
Indiana
$662K -$64.6K -861 -9%
ER
1443
Enlightenment Research
Florida
$660K +$675K +9,000 New
MHIC
1444
Marble Harbor Investment Counsel
Massachusetts
$656K
PCFFS
1445
Pacific Center for Financial Services
California
$655K +$5.63K +75 +0.8%
WMA
1446
Wealth Management Associates
New Jersey
$654K +$87K +1,159 +15%
AWA
1447
ARS Wealth Advisors
Florida
$653K +$225 +3 +0%
MIFH
1448
Migdal Insurance & Financial Holdings
Israel
$652K +$31.1K +415 +5%
IIM
1449
InTrack Investment Management
Vermont
$651K +$16.5K +220 +3%
PFGIA
1450
Patriot Financial Group Insurance Agency
Massachusetts
$651K +$48.4K +645 +8%

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.