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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
DS
1476
DRW Securities
Illinois
$613K +$278K +3,699 +79%
CAG
1477
Crestwood Advisors Group
Massachusetts
$611K -$3.38K -45 -0.5%
AAM
1478
Aureus Asset Management
Massachusetts
$609K -$9.01K -120 -1%
AFG
1479
Albion Financial Group
Utah
$609K +$623K +8,304 New
UBG
1480
United Bank (Georgia)
Georgia
$608K -$12.5K -166 -2%
MFG
1481
Magnus Financial Group
New York
$605K -$375 -5 -0.1%
FM
1482
Family Management
New York
$605K +$254K +3,389 +70%
FCFC
1483
First Commonwealth Financial Corp
Pennsylvania
$604K -$19.8K -264 -3%
MFG
1484
MidWestOne Financial Group
Iowa
$604K +$18.3K +244 +3%
DDC
1485
DF Dent & Co
Maryland
$593K -$111K -1,484 -15%
HPWM
1486
Highland Private Wealth Management
Washington
$592K +$3.08K +41 +0.5%
CA
1487
Continuum Advisory
Idaho
$592K +$607K +8,082 New
TLP
1488
Trinity Legacy Partners
Texas
$591K -$892K -11,889 -60%
MIM
1489
Merrion Investment Management
New Jersey
$590K
FCA
1490
FLC Capital Advisors
California
$589K
WP
1491
WMS Partners
Maryland
$587K +$26.7K +356 +5%
BT
1492
Brandywine Trust
Delaware
$586K
CFSG
1493
Community Financial Services Group
Vermont
$585K
B
1494
Barings
North Carolina
$581K -$102K -1,353 -15%
SSWM
1495
Smith Salley Wealth Management
North Carolina
$579K -$29.4K -392 -5%
PIM
1496
Perpetual Investment Management
Australia
$579K +$113K +1,500 +23%
ACM
1497
Argyle Capital Management
Pennsylvania
$577K
BOM
1498
Bank of Marin
California
$576K
EWM
1499
Elmwood Wealth Management
California
$574K +$5.63K +75 +1%
IBOK
1500
Independence Bank of Kentucky
Kentucky
$573K

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.