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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
FIM
1551
Fruth Investment Management
Texas
$512K +$89.5K +1,192 +21%
UWPG
1552
Ullmann Wealth Partners Group
Florida
$511K
Assenagon Asset Management
1553
Assenagon Asset Management
Luxembourg
$509K -$1.21M -16,126 -70%
MCM
1554
Magnolia Capital Management
New York
$509K
HDIM
1555
Hanson & Doremus Investment Management
Vermont
$508K -$663K -8,840 -83%
ACM
1556
Armbruster Capital Management
New York
$507K
ED
1557
Exane Derivatives
France
$507K +$292K +3,886 +135%
TSW
1558
Thompson Siegel & Walmsley
Virginia
$506K
XF
1559
XML Financial
Maryland
$505K -$20.9K -278 -4%
WPW
1560
Warther Private Wealth
Ohio
$504K +$510K +6,791 New
NAS
1561
Nicolet Advisory Services
Wisconsin
$503K +$50.2K +669 +11%
CFD
1562
Creative Financial Designs
Indiana
$503K +$313K +4,171 +155%
DY
1563
Dowling & Yahnke
California
$502K -$75.7K -1,008 -13%
WIC
1564
Woodmont Investment Counsel
Tennessee
$502K +$169K +2,253 +49%
AIA
1565
Armor Investment Advisors
North Carolina
$501K +$89.1K +1,187 +21%
RPWA
1566
Regent Peak Wealth Advisors
Georgia
$500K +$18.8K +250 +4%
BCP
1567
Berkeley Capital Partners
Georgia
$499K -$17.9K -238 -3%
GAM
1568
Gould Asset Management
California
$496K +$20.3K +270 +4%
CC
1569
Chicago Capital
Illinois
$495K +$57.8K +770 +13%
NFP
1570
Novak Financial Planning
Maryland
$493K +$9.38K +125 +2%
KCPG
1571
Kavar Capital Partners Group
Kansas
$493K +$25.1K +334 +5%
ICM
1572
Intrepid Capital Management
Florida
$489K +$500K +6,668 New
VC
1573
Veracity Capital
Georgia
$488K -$563K -7,502 -53%
WPW
1574
Waldron Private Wealth
Pennsylvania
$487K -$53.4K -712 -10%
BOS
1575
Bingham Osborn & Scarborough
California
$486K +$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.