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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
MFGM
1951
Marshall Financial Group (Maryland)
Maryland
$213K
RZH
1952
Relyea Zuckerberg Hanson
Connecticut
$213K +$218K +2,911 New
DE
1953
Day & Ennis
Georgia
$212K
KC
1954
Kingfisher Capital
North Carolina
$212K +$1.13K +15 +0.5%
SRC
1955
Sage Rhino Capital
California
$212K +$6.08K +81 +3%
SFO
1956
Standard Family Office
South Dakota
$211K
WFMPM
1957
Woodley Farra Manion Portfolio Management
Indiana
$211K
CHAM
1958
Clear Harbor Asset Management
Connecticut
$211K +$1.2K +16 +0.6%
CAL
1959
Capital Advisors Ltd
Ohio
$210K
CMO
1960
Covenant Multifamily Offices
Texas
$209K +$214K +2,857 New
ASFA
1961
All Season Financial Advisors
Colorado
$209K +$214K +2,858 New
OFA
1962
Oak Family Advisors
Illinois
$208K +$75 +1 +0%
CWM
1963
CCG Wealth Management
California
$207K -$12.2K -163 -5%
WCM
1964
WealthBridge Capital Management
Ohio
$207K +$212K +2,827 New
ACA
1965
Anchor Capital Advisors
Massachusetts
$205K
BI
1966
Ballast Inc
Kentucky
$205K
CSPIA
1967
Cary Street Partners Investment Advisory
Virginia
$205K +$826 +11 +0.4%
HCM
1968
Howland Capital Management
Massachusetts
$203K +$208K +2,776 New
F
1969
F3Logic
Minnesota
$202K -$322K -4,287 -61%
IGGA
1970
Iron Gate Global Advisors
Utah
$202K -$1.43K -19 -0.7%
IA
1971
IFG Advisors
Missouri
$202K
MA
1972
MJP Associates
Connecticut
$202K +$5.1K +68 +3%
ADL
1973
Asset Dedication LLC
California
$202K +$174K +2,314 +592%
VSI
1974
Verde Servicos Internacionais
Brazil
$202K +$206K +2,750 New
SEP
1975
Southland Equity Partners
Missouri
$202K +$207K +2,756 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.