NextEra Energy
NEE
2,154 hedge funds and large institutions have $118B invested in NextEra Energy in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 926 increasing their positions, 777 reducing their positions, and 90 closing their positions.
46% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 90
31% more funds holding in top 10
Funds holding in top 10: 54 → 71 (+17)
19% more repeat investments, than reductions
Existing positions increased: 926 | Existing positions reduced: 777
8% more capital invested
Capital invested by funds: $109B → $118B (+$8.78B)
9% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $981M
0.48% more ownership
Funds ownership: 76.41% → 76.89% (+0.48%)
0% more funds holding
Funds holding: 2,144 → 2,154 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$341M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$176M |
| 3 |
State Street
Boston,
Massachusetts
|
+$166M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$156M |
| 5 |
Barclays
London,
United Kingdom
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$143M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$129M |
| 3 |
Millennium Management
New York
|
-$129M |
| 4 |
D.E. Shaw & Co
New York
|
-$114M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$111M |
NEE Hedge Fund Activity: Q3 2021 in Review
2,154 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2021, worth a combined $118B — up 8% from $109B a quarter earlier.
Buyers outnumbered sellers: 131 funds opened new NEE positions and 90 closed out — a net gain of 41 holders — while 926 added to existing stakes and 777 trimmed.
The largest buyer was DZ Bank, adding an estimated $341M. The largest seller was Franklin Resources, cutting an estimated $143M.
- 2,154 institutional investors held NextEra Energy (NEE) as of Q3 2021, up from 2,144 in Q2 2021.
- Funds reported $118B of NextEra Energy stock for Q3 2021, up 8% quarter-over-quarter.
- 131 funds opened new NextEra Energy positions in Q3 2021 and 90 closed out, a net change of +41 holders.
- The largest NextEra Energy buyer in Q3 2021 was DZ Bank, an estimated $341M added.
- The largest NextEra Energy seller in Q3 2021 was Franklin Resources, an estimated $143M sold.
Based on aggregated 13F filings for Q3 2021.