We are live on ! Find out more
NEE icon

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
MCM
1751
Manchester Capital Management
Vermont
$324K -$154K -2,050 -32%
MWM
1752
MBE Wealth Management
Wisconsin
$324K +$150 +2 +0%
KP
1753
Keel Point
Alabama
$323K -$31.4K -419 -9%
TFM
1754
TFC Financial Management
Massachusetts
$322K -$330K -4,400 -50%
CWM
1755
Concentric Wealth Management
California
$322K
RC
1756
Roundview Capital
New Jersey
$322K +$13.2K +176 +4%
BFPW
1757
BOK Financial Private Wealth
Colorado
$322K +$96.5K +1,286 +41%
PWMG
1758
Prestige Wealth Management Group
New Jersey
$321K +$53.6K +714 +19%
LIA
1759
LS Investment Advisors
Michigan
$320K -$6.49M -86,456 -95%
IC
1760
Intersect Capital
California
$320K +$74.9K +998 +30%
VWA
1761
Visionary Wealth Advisors
Illinois
$318K -$70.5K -939 -18%
MLFP
1762
MPS Loria Financial Planners
Illinois
$316K -$9.46K -126 -3%
OCPWS
1763
One Charles Private Wealth Services
Massachusetts
$315K +$76K +1,013 +31%
MCM
1764
Monument Capital Management
Virginia
$315K +$116K +1,540 +56%
PAM
1765
Peak Asset Management
Colorado
$314K
PAMG
1766
Patton Albertson Miller Group
Tennessee
$314K +$75 +1 +0%
MCM
1767
MV Capital Management
Maryland
$314K +$196K +2,608 +156%
BP
1768
BCK Partners
New York
$313K -$3.23K -43 -1%
SMH
1769
Sanders Morris Harris
Texas
$313K
GAB
1770
German American Bancorp
Indiana
$312K +$45.9K +612 +17%
AIM
1771
AMI Investment Management
Indiana
$311K -$10.8K -144 -3%
MCM
1772
Mengis Capital Management
Oregon
$310K +$12K +160 +4%
BWP
1773
BSW Wealth Partners
Colorado
$309K
NL
1774
Navalign LLC
California
$309K
SAS
1775
Stelac Advisory Services
New York
$309K +$216K +2,884 +217%

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.