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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
Aviva
126
Aviva
United Kingdom
$103M -$6.33M -84,347 -6%
Public Employees Retirement Association of Colorado
127
Public Employees Retirement Association of Colorado
Colorado
$103M -$524K -6,982 -0.5%
LDFR
128
Lehman & Derafelo Financial Resources
Pennsylvania
$103M +$2.47M +32,879 +2%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$102M -$6.52M -86,906 -6%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$101M +$2.94M +39,112 +3%
MU
131
Mirova US
Massachusetts
$99.9M +$11.2M +149,566 +12%
VOYA Investment Management
132
VOYA Investment Management
Georgia
$98.3M -$79.9M -1,064,523 -44%
ZIG
133
Zurich Insurance Group
Switzerland
$95.3M +$9.78M +130,304 +11%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$92.9M -$1.85M -24,688 -2%
Canada Life
135
Canada Life
Manitoba, Canada
$92.7M -$7.18M -95,624 -7%
Bank Julius Baer & Co
136
Bank Julius Baer & Co
Switzerland
$91.8M +$4.06M +54,071 +5%
CVA
137
Ceredex Value Advisors
Florida
$91.6M -$14.5M -192,725 -13%
HighTower Advisors
138
HighTower Advisors
Illinois
$91.2M +$6.52M +86,914 +8%
MSV
139
MN Services Vermogensbeheer
Netherlands
$88.8M +$108M +1,437,228 New
LPL Financial
140
LPL Financial
California
$88.6M +$6.48M +86,394 +8%
Lord, Abbett & Co
141
Lord, Abbett & Co
New Jersey
$87.2M -$10.7M -142,313 -11%
CIA
142
ClearBridge Investments (Australia)
Australia
$87M -$848K -11,298 -0.9%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$85.5M -$1.34M -17,914 -2%
Fidelity International
144
Fidelity International
Bermuda
$85.4M +$16M +213,684 +22%
Asset Management One
145
Asset Management One
Japan
$85.2M -$2.04M -27,243 -2%
GKIM
146
GW&K Investment Management
Massachusetts
$83.6M +$2.02M +26,979 +2%
NIG
147
NFJ Investment Group
Texas
$81.9M +$13.4M +178,692 +19%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$81.9M -$1.01M -13,512 -1%
PCA
149
Personal Capital Advisors
California
$77.5M +$6.37M +84,849 +9%
ACI
150
AMP Capital Investors
Australia
$76.9M +$2.66M +35,475 +4%

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.