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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
Victory Capital Management
176
Victory Capital Management
Texas
$56.5M -$17.8M -236,918 -24%
Federated Hermes
177
Federated Hermes
Pennsylvania
$55.5M +$22.7M +301,897 +66%
CB
178
Commerce Bank
Missouri
$55M +$626K +8,339 +1%
DnB Asset Management
179
DnB Asset Management
Norway
$54.8M +$33.6M +448,028 +150%
Mariner
180
Mariner
Kansas
$54.3M +$8.8M +117,206 +19%
AIM
181
Artemis Investment Management
United Kingdom
$53.3M -$14.6M -193,916 -21%
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$53M +$21.9M +291,510 +68%
Royal London Asset Management
183
Royal London Asset Management
United Kingdom
$51.8M -$1.89M -25,118 -3%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$51.4M -$1.59M -21,217 -3%
MAM
185
Martingale Asset Management
Massachusetts
$51M -$4.18M -55,703 -7%
UIM
186
USS Investment Management
United Kingdom
$50.8M +$203K +2,700 +0.4%
SW
187
SVB Wealth
Massachusetts
$49.2M +$93.5K +1,246 +0.2%
RHBC
188
R.H. Bluestein & Co
Michigan
$47.8M +$1.3M +17,352 +3%
Two Sigma Investments
189
Two Sigma Investments
New York
$47.7M -$5.33M -71,068 -10%
SIG
190
Senator Investment Group
New York
$47.6M
DCM
191
Donaldson Capital Management
Indiana
$47.6M -$2.5M -33,285 -5%
Nomura Asset Management
192
Nomura Asset Management
Japan
$47M -$5.6M -74,572 -10%
DILIC
193
Dai-ichi Life Insurance Company
Japan
$46.6M -$6.58M -87,712 -12%
PAM
194
Panagora Asset Management
Massachusetts
$46.6M -$71.1M -947,252 -60%
EPFB
195
Employees Provident Fund Board
Malaysia
$46.5M +$14.8M +196,862 +45%
TCA
196
Tortoise Capital Advisors
Kansas
$46.3M +$1.33M +17,707 +3%
AII
197
AGF Investments Inc
Ontario, Canada
$46.1M -$102M -1,358,813 -68%
MWNA
198
Marshall Wace North America
New York
$45.3M -$30.8M -410,652 -40%
RCAMU
199
Rothschild & Co Asset Management US
Connecticut
$45.1M +$23M +306,586 +99%
UB
200
UMB Bank
Missouri
$44.8M -$312K -4,157 -0.7%

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.