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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
MA
1451
Modus Advisors
Minnesota
$648K +$33.1K +441 +5%
CWM
1452
Campbell Wealth Management
Virginia
$646K
GWCM
1453
Godshalk Welsh Capital Management
Pennsylvania
$643K -$15K -200 -2%
FMTC
1454
Farmers & Merchants Trust Company
California
$641K +$159K +2,117 +32%
SWA
1455
Sax Wealth Advisors
New Jersey
$640K -$95.1K -1,267 -13%
CCT
1456
Chemung Canal Trust
New York
$639K -$25.1K -334 -4%
GJIC
1457
Gamble Jones Investment Counsel
California
$639K +$90.1K +1,200 +16%
Acadian Asset Management
1458
Acadian Asset Management
Massachusetts
$635K -$6.99M -93,201 -91%
CWM
1459
Connecticut Wealth Management
Connecticut
$635K -$191K -2,550 -23%
PP
1460
Patron Partners
Texas
$635K -$104K -1,391 -14%
NCMW
1461
Northern Capital Management (Washington)
Washington
$633K -$14.4K -192 -2%
MMG
1462
Monetary Management Group
Missouri
$631K -$118K -1,575 -15%
CWAG
1463
Compton Wealth Advisory Group
Virginia
$631K +$46.5K +620 +8%
AFS
1464
Annapolis Financial Services
Maryland
$630K
AWP
1465
Ascent Wealth Partners
New York
$630K
FFG
1466
Frisch Financial Group
New York
$626K +$375 +5 +0.1%
CCM
1467
Community Capital Management
Florida
$623K -$150K -2,000 -19%
SBF
1468
Sara-Bay Financial
Florida
$620K -$5.63K -75 -0.9%
GAG
1469
GM Advisory Group
New York
$620K
PMAS
1470
PNC Managed Account Solutions
Texas
$620K +$635K +8,457 New
SB
1471
Sunflower Bank
Texas
$619K +$2.18K +29 +0.3%
FNBSF
1472
First National Bank Sioux Falls
South Dakota
$618K -$1.5K -20 -0.2%
FFS
1473
Founders Financial Securities
Maryland
$618K +$34.3K +457 +6%
LDB
1474
Lee, Danner & Bass
Tennessee
$615K
SDWMA
1475
Schneider Downs Wealth Management Advisors
Pennsylvania
$614K +$58.5K +780 +10%

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.