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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
GD
1526
Grandfield & Dodd
New York
$550K +$43.2K +576 +8%
JWM
1527
Jeppson Wealth Management
California
$547K -$3.75K -50 -0.7%
AOWM
1528
Alpha Omega Wealth Management
Virginia
$547K +$450 +6 +0.1%
DA
1529
Detalus Advisors
Missouri
$547K +$144K +1,916 +35%
FWM
1530
Focused Wealth Management
New York
$546K +$2.55K +34 +0.5%
RIG
1531
Renaissance Investment Group
Massachusetts
$546K +$12K +160 +2%
BCA
1532
Berman Capital Advisors
Georgia
$545K +$166K +2,218 +42%
HWA
1533
Heartwood Wealth Advisors
Virginia
$544K
EWP
1534
Engrave Wealth Partners
Texas
$543K +$556K +7,406 New
KPW
1535
Kore Private Wealth
New York
$541K +$33.5K +447 +6%
FPF
1536
First Pacific Financial
Washington
$541K +$61.1K +814 +12%
KFA
1537
Krane Funds Advisors
New York
$541K +$98.3K +1,310 +22%
LWAC
1538
Laurel Wealth Advisors (California)
California
$538K +$41.8K +557 +8%
CAI
1539
Capital Advisors Inc
Oklahoma
$534K +$60K +800 +12%
FPS
1540
Fieldpoint Private Securities
Connecticut
$533K +$7.8K +104 +2%
FMWA
1541
Forvis Mazars Wealth Advisors
Missouri
$531K -$90.6K -1,207 -14%
AMC
1542
Asset Management Corp
Illinois
$531K +$1.13K +15 +0.2%
EWM
1543
Empirical Wealth Management
Washington
$529K -$8.48K -113 -2%
RC
1544
RBO & Co
California
$528K
GG
1545
Golden Green
South Carolina
$525K -$2.85K -38 -0.5%
VFA
1546
Valeo Financial Advisors
Indiana
$522K +$6.38K +85 +1%
HPC
1547
Hobart Private Capital
North Carolina
$522K -$20.6K -274 -4%
CST
1548
Charles Schwab Trust
Nevada
$521K +$39.9K +532 +8%
RWM
1549
Ritholtz Wealth Management
New York
$519K +$14K +187 +3%
LF
1550
Lantz Financial
Illinois
$518K +$10.8K +144 +2%

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.