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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
CA
1876
CapWealth Advisors
Tennessee
$253K
GHA
1877
GW Henssler & Associates
Georgia
$252K +$258K +3,439 New
FM
1878
Foster & Motley
Ohio
$251K -$22.1K -294 -8%
EFG
1879
Everhart Financial Group
Ohio
$251K -$17K -226 -6%
SRC
1880
Shufro Rose & Co
New York
$249K -$2.25K -30 -0.9%
SWM
1881
Stockman Wealth Management
Montana
$249K
ACA
1882
Affinity Capital Advisors
California
$248K +$5.48K +73 +2%
DWA
1883
Dougherty Wealth Advisers
Minnesota
$247K
NPA
1884
Nichols & Pratt Advisers
Massachusetts
$247K
RAM
1885
Riggs Asset Management
Pennsylvania
$245K
MIM
1886
MTM Investment Management
South Carolina
$244K
TCM
1887
Towercrest Capital Management
Pennsylvania
$244K +$1.2K +16 +0.5%
CRI
1888
Colonial River Investments
Virginia
$244K +$6.45K +86 +3%
FAM
1889
Flaharty Asset Management
Florida
$244K +$250K +3,326 New
AWMG
1890
Alliance Wealth Management Group
New Jersey
$243K +$1.2K +16 +0.5%
PP
1891
Pacifica Partners
Canada
$243K +$221K +2,945 +818%
PWP
1892
Personal Wealth Partners
Minnesota
$242K
SAM
1893
Strategy Asset Managers
California
$242K +$33.8K +451 +16%
FA
1894
Fortis Advisors
Pennsylvania
$242K +$248K +3,300 New
LJHT
1895
Laurie J. Hall Trustee
$240K -$18.8K -250 -7%
TWP
1896
Tower Wealth Partners
Pennsylvania
$240K +$8.56K +114 +4%
RIA
1897
Regal Investment Advisors
Michigan
$240K +$246K +3,275 New
LWM
1898
Liberty Wealth Management
California
$239K +$1.8K +24 +0.7%
TFA
1899
Trinity Financial Advisors
Ohio
$238K
PGWM
1900
Parisi Gray Wealth Management
New Jersey
$238K +$11.9K +159 +5%

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.