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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
HR
1826
Howe & Rusling
New York
$282K +$11.5K +153 +4%
OSNBOA
1827
Old Second National Bank of Aurora
Illinois
$280K
SIM
1828
Sadoff Investment Management
Wisconsin
$280K
BCB
1829
Brian C. Broderick
$279K
CIP
1830
Convergence Investment Partners
Florida
$277K -$11K -147 -4%
CC
1831
Cornerstone Capital
California
$277K -$3.98K -53 -1%
RWB
1832
RMR Wealth Builders
New Jersey
$276K -$439K -5,854 -61%
AC
1833
Avestar Capital
New York
$276K +$3.38K +45 +1%
WCWM
1834
Willow Creek Wealth Management
California
$275K +$1.2K +16 +0.4%
WAM
1835
WNY Asset Management
New York
$275K +$9.23K +123 +3%
NC
1836
NovaPoint Capital
Georgia
$275K +$47.5K +633 +20%
SAF
1837
Smith Anglin Financial
Texas
$275K +$76.6K +1,021 +37%
BCA
1838
Bray Capital Advisors
Florida
$274K -$4.88K -65 -2%
WP
1839
WealthShield Partners
North Carolina
$274K +$13.9K +185 +5%
HIC
1840
Harvey Investment Company
Kentucky
$273K
KOC
1841
Koss-Olinger Consulting
Florida
$273K
JHCP
1842
Jackson Hole Capital Partners
Oklahoma
$272K -$104K -1,388 -27%
AW
1843
ACG Wealth
Georgia
$271K -$227K -3,030 -45%
BAIA
1844
Bel Air Investment Advisors
California
$270K -$1.03M -13,750 -79%
TWM
1845
Tradition Wealth Management
Minnesota
$270K -$5.78K -77 -2%
AFG
1846
Allegheny Financial Group
Pennsylvania
$270K +$277K +3,685 New
SCA
1847
Spearhead Capital Advisors
Florida
$269K +$375 +5 +0.1%
PGA
1848
Portland Global Advisors
Maine
$269K +$28.2K +376 +11%
HC
1849
Henshaw Capital
Massachusetts
$269K -$18.7K -249 -6%
CFA
1850
Cahill Financial Advisors
Minnesota
$268K -$4.58K -61 -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.