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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
DLA
1576
Douglas Lane & Associates
New York
$486K +$171K +2,285 +53%
CWM
1577
Chronos Wealth Management
Florida
$481K +$70.3K +937 +17%
MIA
1578
MainStreet Investment Advisors
Illinois
$480K -$16.2K -216 -3%
T
1579
TOBAM
France
$477K -$39.5K -526 -7%
RPSA
1580
Richard P. Slaughter Associates
Texas
$477K +$489K +6,516 New
MIM
1581
Marco Investment Management
Georgia
$475K
NJBEST
1582
New Jersey Better Educational Savings Trust
New Jersey
$475K
BCAM
1583
Boston Common Asset Management
Massachusetts
$475K +$33.8K +450 +7%
Financial Engines Advisors
1584
Financial Engines Advisors
California
$474K +$26.5K +353 +6%
ASBI
1585
American State Bank (Iowa)
Iowa
$474K
CWC
1586
Carolinas Wealth Consulting
North Carolina
$472K -$19.4K -259 -4%
CAM
1587
Concorde Asset Management
Michigan
$472K +$159K +2,119 +49%
LNWTC
1588
Laird Norton Wetherby Trust Company
Washington
$471K -$148K -1,977 -24%
SFG
1589
Sovereign Financial Group
Connecticut
$471K
TFS
1590
Thoroughbred Financial Services
Tennessee
$471K +$120K +1,597 +33%
PAG
1591
Private Advisory Group
Washington
$471K +$163K +2,178 +51%
BWM
1592
BerganKDV Wealth Management
Minnesota
$469K -$75 -1 -0%
GIA
1593
Guyasuta Investment Advisors
Pennsylvania
$467K +$270K +3,600 +130%
KOMWMG
1594
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$466K +$901 +12 +0.2%
PWMAG
1595
Pinnacle Wealth Management Advisory Group
New Jersey
$465K +$1.34M +17,794 +390%
MPCG
1596
Matrix Private Capital Group
New York
$463K -$14.8K -197 -3%
VCM
1597
Vivaldi Capital Management
Illinois
$463K -$7.5K -100 -2%
PMFA
1598
Plante Moran Financial Advisors
Michigan
$462K +$22.7K +303 +5%
SWA
1599
SFMG Wealth Advisors
Texas
$462K +$96.4K +1,285 +26%
HKIM
1600
Hayek Kallen Investment Management
Alabama
$461K

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.