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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
FWM
2001
FFT Wealth Management
Pennsylvania
$130K +$133K +1,778 New
WWMSC
2002
Wagner Wealth Management (South Carolina)
South Carolina
$128K -$9.53K -127 -7%
TCM
2003
TD Capital Management
Tennessee
$128K
SFP
2004
Sterling Financial Planning
New Jersey
$123K
LFG
2005
Larson Financial Group
Missouri
$121K -$5.03K -67 -4%
FWM
2006
Filbrandt Wealth Management
Wisconsin
$121K -$75 -1 -0.1%
GFPC
2007
Global Financial Private Client
Florida
$119K +$64.6K +861 +116%
FMP
2008
Financial Management Professionals
Texas
$118K +$9.61K +128 +9%
NFSG
2009
Newbridge Financial Services Group
Florida
$115K +$35.5K +473 +43%
Q
2010
QVR
California
$115K +$69.8K +930 +146%
WBC
2011
West Branch Capital
Massachusetts
$114K +$116K +1,552 New
SC
2012
Solstein Capital
California
$113K +$19.9K +265 +21%
CAGAS
2013
Capital Advisory Group Advisory Services
Minnesota
$111K -$770K -10,262 -87%
FFA
2014
Freedman Financial Associates
Massachusetts
$110K
CCM
2015
Cribstone Capital Management
Maine
$109K
AA
2016
Addison Advisors
Vermont
$109K +$112K +1,492 New
FP
2017
Financial Perspectives
Minnesota
$107K -$8.15M -108,632 -99%
JWBC
2018
John W. Brooker & Co
California
$106K
TWA
2019
TCI Wealth Advisors
Arizona
$104K -$5.4K -72 -5%
TFGT
2020
TS Financial Group (TSFG)
Illinois
$102K +$2.4K +32 +2%
BIMC
2021
Benson Investment Management Company
Virginia
$101K
SWM
2022
Sugarloaf Wealth Management
Georgia
$100K +$8.18K +109 +9%
EAM
2023
Eukles Asset Management
Ohio
$100K +$103K +1,368 New
APWA
2024
Atlas Private Wealth Advisors
New Jersey
$99K -$12.5K -166 -11%
HWA
2025
HHM Wealth Advisors
Tennessee
$99K -$2.1K -28 -2%

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.