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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
CAN
1626
Claraphi Advisory Network
United States
$436K -$17.6K -235 -4%
TIA
1627
Tiemann Investment Advisors
California
$435K -$11.5K -153 -3%
GL
1628
Graypoint LLC
New York
$435K +$35.4K +472 +9%
RBC
1629
Roble Belko & Company
Pennsylvania
$431K
WA
1630
Waverly Advisors
Alabama
$431K +$62.3K +830 +19%
HFAS
1631
Hummer Financial Advisory Services
Illinois
$429K
FRM
1632
Fox Run Management
Connecticut
$429K +$439K +5,855 New
PG
1633
Pendal Group
Australia
$428K -$287K -3,824 -40%
ONST
1634
Old North State Trust
North Carolina
$427K -$45K -600 -9%
QPWM
1635
Quadrant Private Wealth Management
Pennsylvania
$427K -$5.7K -76 -1%
IAA
1636
Ironsides Asset Advisors
North Carolina
$426K -$33.9K -452 -7%
WAOTB
1637
Wealth Advisors of Tampa Bay
Florida
$425K +$23.1K +308 +6%
PWW
1638
Pettyjohn Wood & White
Virginia
$423K
TIAM2
1639
Tru Independence Asset Management 2
Oregon
$423K +$32.3K +431 +8%
MBTD
1640
Mechanics Bank - Trust Department
California
$423K +$61.9K +825 +17%
AGM
1641
Alpine Global Management
New York
$422K +$432K +5,752 New
LFF
1642
Level Four Financial
Texas
$419K -$161K -2,143 -27%
VFA
1643
Voya Financial Advisors
Connecticut
$416K -$3.49M -46,567 -89%
SG
1644
StoneX Group
New York
$416K +$75.7K +1,008 +22%
CM
1645
Castleark Management
Illinois
$413K -$880K -11,720 -68%
PWPS
1646
Pinnacle Wealth Planning Services
Ohio
$411K +$2.7K +36 +0.6%
NEWAS
1647
N.E.W. Advisory Services
Wisconsin
$411K +$55.8K +744 +15%
BFO
1648
Biltmore Family Office
North Carolina
$410K
RW
1649
REDW Wealth
New Mexico
$409K
MC
1650
Miramar Capital
Illinois
$408K +$381K +5,071 New

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.