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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
BHB
1501
Bank Hapoalim BM
Israel
$572K -$458K -6,100 -44%
JHP
1502
James Hambro & Partners
United Kingdom
$571K -$90.1K -1,200 -13%
9WM
1503
9258 Wealth Management
Ohio
$571K +$29.6K +395 +5%
CBFP
1504
Cedar Brook Financial Partners
Ohio
$571K +$584K +7,788 New
NSB
1505
Norway Savings Bank
Maine
$570K +$61K +813 +12%
BA
1506
Bridgewater Advisors
New York
$570K +$361K +4,816 +163%
FI
1507
Fosun International
China
$569K
CCB
1508
Cutter & Co Brokerage
Missouri
$568K +$20K +266 +4%
CRCM
1509
Corbett Road Capital Management
Virginia
$566K -$89.2K -1,188 -13%
PWM
1510
Palumbo Wealth Management
New York
$565K -$46.7K -622 -7%
AIS
1511
American Investment Services
Massachusetts
$565K -$12.6K -168 -2%
NWA
1512
New World Advisors
Massachusetts
$565K +$339K +4,517 +141%
BFA
1513
Brendel Financial Advisors
New Hampshire
$564K -$300K -4,000 -34%
FPWM
1514
FSB Premier Wealth Management
Iowa
$564K -$64.6K -861 -10%
TCB
1515
Texas Capital Bancshares
Texas
$564K +$2.03K +27 +0.4%
PFO
1516
Pathstone Family Office
New Jersey
$564K +$129K +1,717 +29%
WorldQuant Millennium Advisors
1517
WorldQuant Millennium Advisors
New York
$560K -$5.21M -69,449 -90%
AL
1518
Aspiriant LLC
California
$560K +$66.9K +891 +13%
PBO
1519
Peoples Bank (Ohio)
Ohio
$559K +$15.5K +206 +3%
AWM
1520
Accurate Wealth Management
Florida
$559K +$572K +7,622 New
ARMC
1521
American Research & Management Company
Massachusetts
$558K
ETC
1522
Exchange Traded Concepts
Oklahoma
$554K +$352K +4,692 +163%
MS
1523
Mizuho Securities
Japan
$554K +$561K +7,476 +8,900%
GFP
1524
Gryphon Financial Partners
Ohio
$551K -$22.4K -299 -4%
RIA
1525
Realta Investment Advisors
Delaware
$551K +$20K +267 +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.