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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
CGA
1651
Crescent Grove Advisors
Illinois
$407K -$61.8K -824 -13%
LFA
1652
Legacy Financial Advisors
Kentucky
$407K +$3.3K +44 +0.8%
AFAS
1653
Acorn Financial Advisory Services
Virginia
$406K -$47.5K -633 -10%
FA
1654
Fermata Advisors
California
$405K +$141K +1,874 +51%
LIA
1655
LBMC Investment Advisors
Tennessee
$404K
TCM
1656
Tributary Capital Management
Nebraska
$402K -$5.85K -78 -1%
GAM
1657
Griffin Asset Management
New York
$402K +$2.1K +28 +0.5%
LIG
1658
Lokken Investment Group
Delaware
$401K +$75K +1,000 +22%
5L
1659
55I LLC
Massachusetts
$401K +$131K +1,739 +47%
CL
1660
Choreo LLC
Illinois
$400K
RHP
1661
Royal Harbor Partners
Texas
$400K +$450 +6 +0.1%
DAM
1662
Delta Asset Management
Tennessee
$399K -$45K -600 -10%
BFA
1663
Bragg Financial Advisors
North Carolina
$398K -$6.6K -88 -2%
LS
1664
Leelyn Smith
Illinois
$398K -$4.13K -55 -1%
TAM
1665
Trillium Asset Management
Massachusetts
$398K
AWA
1666
Arete Wealth Advisors
Illinois
$397K -$8.11K -108 -2%
OIS
1667
Okabena Investment Services
Minnesota
$393K +$402K +5,362 New
SIM
1668
Sonora Investment Management
Arizona
$392K +$187K +2,493 +87%
FSG
1669
Financial Strategies Group
Michigan
$391K +$16.9K +225 +4%
APC
1670
Aspire Private Capital
North Carolina
$391K +$129K +1,715 +47%
SF
1671
Summit Financial
New Jersey
$389K +$399K +5,312 New
GSIS
1672
Global Strategic Investment Solutions
Arizona
$389K +$750 +10 +0.2%
RIM
1673
Rockbridge Investment Management
New York
$388K
1IA
1674
1834 Investment Advisors
Wisconsin
$387K +$68.1K +908 +21%
CPIA
1675
Cornell Pochily Investment Advisors
New York
$385K

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.