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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
CWM
151
CIBC World Markets
New York
$76.6M -$3.8M -50,652 -5%
KACA
152
Kayne Anderson Capital Advisors
California
$75.7M -$2.86M -38,100 -4%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$75.3M +$19M +253,472 +33%
M&T Bank
154
M&T Bank
New York
$72.4M -$4M -53,316 -5%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$72.3M +$3.69M +49,136 +5%
First Trust Advisors
156
First Trust Advisors
Illinois
$72.2M -$1.4M -18,662 -2%
GT
157
Glenmede Trust
Pennsylvania
$70.9M -$2.01M -26,824 -3%
TAM
158
Tocqueville Asset Management
New York
$70.5M -$1.81M -24,110 -2%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$69.4M -$9.13M -121,629 -11%
DP
160
Dearborn Partners
Illinois
$66M +$451K +6,006 +0.7%
WHG
161
Westwood Holdings Group
Texas
$65.8M +$6.68M +88,982 +11%
BCWM
162
Bartlett & Co Wealth Management
Ohio
$63.4M +$2.06M +27,431 +3%
BC
163
Bartlett & Co
Ohio
$63.4M +$2.06M +27,431 +3%
CIMLRA
164
CBRE Investment Management Listed Real Assets
Pennsylvania
$62.9M +$15.5M +206,561 +32%
Treasurer of the State of North Carolina
165
Treasurer of the State of North Carolina
North Carolina
$62.6M -$302K -4,020 -0.5%
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$62.1M +$10.1M +134,826 +19%
Mitsubishi UFJ Asset Management
167
Mitsubishi UFJ Asset Management
Japan
$61.8M +$7.15M +95,215 +13%
Voloridge Investment Management
168
Voloridge Investment Management
Florida
$60.8M +$62.3M +829,761 New
Natixis Advisors
169
Natixis Advisors
Massachusetts
$60M +$36.2M +482,936 +144%
RMDI
170
R.M. Davis Inc
Maine
$59.7M +$223K +2,971 +0.4%
BG
171
Bollard Group
Massachusetts
$59.5M +$967K +12,886 +2%
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$58.1M -$52.6M -700,938 -47%
Baillie Gifford & Co
173
Baillie Gifford & Co
United Kingdom
$57.9M +$625K +8,326 +1%
DC
174
Davenport & Co
Virginia
$57.1M +$5.56M +74,108 +11%
Osaic Holdings
175
Osaic Holdings
Arizona
$57.1M +$950K +12,663 +2%

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.