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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
BFM
1926
Boothbay Fund Management
New York
$225K +$18.7K +249 +9%
FMT
1927
First Mercantile Trust
Tennessee
$224K -$9.31K -124 -4%
KLWA
1928
Kelly Lawrence W & Associates
California
$224K
SCM
1929
Shapiro Capital Management
Georgia
$224K
TCWM
1930
Total Clarity Wealth Management
Illinois
$224K +$18.4K +245 +9%
RRCM
1931
Rappaport Reiches Capital Management
Illinois
$223K +$228K +3,044 New
FA
1932
Financial Advisors
Massachusetts
$223K
ECM
1933
Elgethun Capital Management
South Dakota
$223K +$1.2K +16 +0.5%
AWA
1934
Aaron Wealth Advisors
Illinois
$223K +$16.7K +222 +8%
PCS
1935
Personal CFO Solutions
New Jersey
$223K +$24K +320 +12%
MWA
1936
Meridian Wealth Advisors
Texas
$222K +$4.05K +54 +2%
GSEP
1937
Golden State Equity Partners
California
$222K +$227K +3,024 New
HKAM
1938
Horizon Kinetics Asset Management
New York
$221K -$15K -200 -6%
HHGA
1939
Halbert Hargrove Global Advisors
California
$221K -$3.75K -50 -2%
PB
1940
Pinnacle Bancorp
Nebraska
$220K
1CP
1941
17 Capital Partners
Arizona
$220K +$225K +3,000 New
LBA
1942
Lowell Blake & Associates
Massachusetts
$219K +$224K +2,989 New
CBTWT
1943
Community Bank & Trust (Waco, Texas)
Texas
$217K -$55.5K -740 -20%
OLA
1944
Oliver Luxxe Assets
New Jersey
$217K +$223K +2,966 New
KFS
1945
Kurt F. Somerville
$216K +$221K +2,950 New
SCM
1946
Spreng Capital Management
Ohio
$215K
CCM
1947
Chilton Capital Management
Texas
$215K +$10.5K +140 +5%
Aristotle Capital Management
1948
Aristotle Capital Management
California
$214K
PCMK
1949
Paragon Capital Management (Kansas)
Kansas
$214K
CII
1950
Capital International Inc
California
$213K -$16.4K -218 -7%

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.