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
KTC
1851
Kistler-Tiffany Companies
Pennsylvania
$268K +$300 +4 +0.1%
CAC
1852
Certified Advisory Corp
Florida
$267K -$16.7K -222 -6%
WAAG
1853
Wealth Alliance Advisory Group
Kansas
$267K +$6.98K +93 +3%
SHGA
1854
Sand Hill Global Advisors
California
$267K +$273K +3,643 New
TFS
1855
TrustCore Financial Services
Tennessee
$266K +$17.5K +233 +7%
TWM
1856
Titus Wealth Management
California
$266K +$272K +3,626 New
CA
1857
Corrado Advisors
New Jersey
$265K
CCM
1858
Condor Capital Management
New Jersey
$265K +$51.9K +692 +24%
MA
1859
MONECO Advisors
Connecticut
$264K -$19.4K -259 -7%
MMHP
1860
Murphy Middleton Hinkle & Parker
Georgia
$263K +$9.46K +126 +4%
CA
1861
Crewe Advisors
Utah
$262K
IFWM
1862
Institute for Wealth Management
Colorado
$261K
NRI
1863
NFP Retirement Inc
California
$260K +$901 +12 +0.3%
HVP
1864
Hudson Value Partners
Florida
$260K
IFG
1865
Investors Financial Group
Minnesota
$260K +$7.36K +98 +3%
PO
1866
Private Ocean
California
$259K
GB
1867
Goepper Burkhardt
South Carolina
$258K
CWM
1868
Curi Wealth Management
North Carolina
$258K +$976 +13 +0.4%
CFO
1869
Collective Family Office
Pennsylvania
$257K
NHC
1870
Nicholas Hoffman & Company
Georgia
$257K +$263K +3,502 New
MG
1871
Mather Group
Illinois
$255K +$5.25K +70 +2%
LWP
1872
Lumature Wealth Partners
Georgia
$255K +$112K +1,489 +75%
VCG
1873
Vantage Consulting Group
Virginia
$255K +$261K +3,475 New
CASB
1874
Cape Ann Savings Bank
Massachusetts
$254K -$3K -40 -1%
TCMP
1875
Thrive Capital Management (Pennsylvania)
Pennsylvania
$254K +$260K +3,468 New

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.