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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
PCG
1601
Private Capital Group
Connecticut
$461K +$17.3K +231 +4%
ESB
1602
Essex Savings Bank
Connecticut
$461K +$34.8K +464 +8%
T
1603
TRUADVICE
Florida
$459K +$62.4K +832 +16%
FA
1604
Faithward Advisors
Pennsylvania
$458K -$590K -7,864 -56%
DMBA
1605
Deseret Mutual Benefit Administrators
Utah
$458K +$470K +6,256 New
RWA
1606
RGT Wealth Advisors
Texas
$456K -$9.01K -120 -2%
EWA
1607
Exencial Wealth Advisors
Oklahoma
$456K +$42.8K +570 +10%
BCM
1608
Boltwood Capital Management
California
$454K
JGIA
1609
Jackson Grant Investment Advisers
Connecticut
$454K +$2.48K +33 +0.5%
PMG
1610
ProVise Management Group
Florida
$454K +$43.8K +583 +10%
PFA
1611
Pinnacle Family Advisors
Missouri
$453K +$19.7K +262 +4%
WP
1612
WealthPLAN Partners
Nebraska
$452K -$1.8K -24 -0.4%
PBC
1613
Pavion Blue Capital
California
$452K
MPI
1614
Mairs & Power Inc
Minnesota
$450K
TAM
1615
Townsend Asset Management
North Carolina
$450K +$901 +12 +0.2%
FWM
1616
Fairhaven Wealth Management
Illinois
$449K
TTWM
1617
TCV Trust & Wealth Management
Virginia
$449K +$455K +6,063 New
PFA
1618
Plotkin Financial Advisors
Maryland
$448K -$3.6K -48 -0.8%
CBT
1619
CoreFirst Bank & Trust
Kansas
$448K
NP
1620
NorthRock Partners
Minnesota
$447K +$63.8K +850 +16%
WPC
1621
Waters Parkerson & Co
Louisiana
$446K +$3.75K +50 +0.8%
FMW
1622
Farr Miller & Washington
District of Columbia
$444K -$7.5K -100 -2%
IF
1623
Intrua Financial
Texas
$440K +$16.1K +214 +4%
ALAM
1624
Asahi Life Asset Management
Japan
$439K -$30.8K -410 -6%
LC
1625
Landaas & Company
Wisconsin
$437K

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.