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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
GAM
2026
GVO Asset Management
Switzerland
$99K
PSIWM
2027
Paradigm Strategies in Wealth Management
Minnesota
$99K +$826 +11 +0.8%
SC
2028
Steph & Co
Wisconsin
$97K
WQ
2029
Wealth Quarterback
New Jersey
$97K +$99K +1,319 New
PCTC
2030
Perkins Coie Trust Company
Washington
$96K
TFO
2031
Tarbox Family Office
California
$94K
MFG
2032
Monumental Financial Group
Maryland
$94K +$96.1K +1,280 New
O
2033
Ossiam
France
$93K -$15.5M -207,176 -99%
SSC
2034
Syverson Strege & Co
Iowa
$90K -$96.7K -1,289 -51%
EBA
2035
Eagle Bay Advisors
New York
$88K +$86.3K +1,150 New
CIM
2036
CCLA Investment Management
United Kingdom
$85.7K +$518K +6,896 +0.6%
FRA
2037
Front Row Advisors
California
$85K -$13.5K -180 -15%
EARNEST Partners
2038
EARNEST Partners
Georgia
$84K
SJIM
2039
St. Johns Investment Management
Florida
$80K
EIM
2040
Essex Investment Management
Massachusetts
$77K
FPB
2041
First PREMIER Bank
South Dakota
$77K
TIM
2042
Tortoise Investment Management
New York
$77K +$11K +147 +16%
GAM
2043
Gemmer Asset Management
California
$76K +$2.55K +34 +3%
EWA
2044
Evolution Wealth Advisors
Florida
$75K -$6.38K -85 -8%
FGAM
2045
Financial Gravity Asset Management
Texas
$73K -$525 -7 -58%
GIA
2046
Goodwin Investment Advisory
Georgia
$73K
SWM
2047
Selective Wealth Management
Virginia
$68K +$60K +800 +650%
CH
2048
Canton Hathaway
Rhode Island
$67K
CCA
2049
Column Capital Advisors
Indiana
$65K -$3K -40 -4%
CTB
2050
Country Trust Bank
Illinois
$64K -$1.88K -25 -3%

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.