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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
HWM
1801
Holloway Wealth Management
Florida
$297K
OPCM
1802
Osborne Partners Capital Management
California
$297K
JF
1803
JSF Financial
California
$297K +$46.9K +625 +18%
FWP
1804
FAS Wealth Partners
Kansas
$296K +$303K +4,040 New
HWA
1805
Heritage Wealth Advisors
Virginia
$294K
TC
1806
TAP Consulting
Missouri
$294K -$18.5K -247 -6%
IFS
1807
Ifrah Financial Services
Arkansas
$293K -$150K -2,000 -33%
CCG
1808
Ceeto Capital Group
Florida
$293K
SC
1809
Saturna Capital
Washington
$293K
CCA
1810
Childress Capital Advisors
Texas
$293K +$300K +4,002 New
FCFC
1811
First Citizens Financial Corp
Iowa
$291K -$19.8K -264 -6%
ODCM
1812
Old Dominion Capital Management
Virginia
$291K
PFWA
1813
Paces Ferry Wealth Advisors
Georgia
$290K +$13.1K +174 +5%
SAM
1814
SignalPoint Asset Management
Missouri
$289K -$26.3K -350 -8%
MS
1815
Marshall & Sullivan
Washington
$288K
VCAM
1816
Van Cleef Asset Management
Ohio
$288K +$75 +1 +0%
WA1
1817
Wimmer Associates 1
California
$288K +$3.38K +45 +1%
CAS
1818
Cascadia Advisory Services
Oregon
$287K -$13.2K -176 -4%
SB
1819
Strategic Blueprint
Georgia
$287K +$36.9K +492 +14%
CFGF
1820
Compass Financial Group (Florida)
Florida
$286K +$293K +3,908 New
FBFS
1821
First Business Financial Services
Wisconsin
$285K +$28.1K +375 +11%
WA
1822
Wealth Architects
California
$284K +$17.6K +235 +6%
HCA
1823
Horan Capital Advisors
Ohio
$283K -$7.5K -100 -3%
PWM
1824
PBMares Wealth Management
Virginia
$282K
OL
1825
Optas LLC
Texas
$282K +$3.53K +47 +1%

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.