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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
BRC
1976
BHF RG Capital
Arizona
$200K +$1.05K +14 +0.5%
SMA
1977
Sage Mountain Advisors
Georgia
$200K +$205K +2,728 New
RCG
1978
Rock Creek Group
District of Columbia
$197K -$47.9K -638 -19%
SNT
1979
Security National Trust
West Virginia
$197K +$32.1K +428 +19%
IFA
1980
Interactive Financial Advisors
Illinois
$194K
GCM
1981
Gables Capital Management
Florida
$191K -$26.7K -356 -12%
TC
1982
Trust Company
Kansas
$188K
BCPWM
1983
Bradley & Co Private Wealth Management
Florida
$175K
GLLW
1984
Graves Light Lenhart Wealth
Virginia
$175K
KFS
1985
Kelly Financial Services
Massachusetts
$172K +$933K +12,432 +7,228%
GWS
1986
Glassman Wealth Services
Virginia
$167K -$4.28K -57 -2%
VC
1987
Vestor Capital
Illinois
$163K -$28.5K -380 -15%
SC
1988
Sierra Capital
Florida
$155K -$20.6K -275 -11%
AWM
1989
AllSquare Wealth Management
New York
$153K +$1.58K +21 +1%
MSE
1990
MUFG Securities EMEA
United Kingdom
$151K -$8.7M -115,940 -98%
SC
1991
Sawyer & Company
Massachusetts
$150K
BC
1992
Burleson & Co
California
$150K +$750 +10 +0.5%
OAJ
1993
Ogorek Anthony Joseph
New York
$150K +$104K +1,391 +209%
AIC
1994
Ayalon Insurance Company
Israel
$147K -$848K -11,300 -85%
JWA
1995
JFS Wealth Advisors
Pennsylvania
$146K -$150K -2,004 -50%
JFA
1996
JNBA Financial Advisors
Minnesota
$145K
MGIM
1997
M&G Investment Management
United Kingdom
$144K +$34.3M +457,332 +30%
NIM
1998
NuWave Investment Management
New Jersey
$144K -$207K -2,758 -58%
SCM
1999
Silvant Capital Management
Georgia
$142K
CWA
2000
Clearview Wealth Advisors
Oregon
$138K -$1.35K -18 -0.9%

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.