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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
ACM
2101
Anfield Capital Management
California
$21K +$21.7K +289 New
RG
2102
Retirement Group
California
$20K +$150 +2 +0.7%
RA
2103
Resolute Advisors
California
$19K -$1.43K -19 -7%
TLFA
2104
True Link Financial Advisors
California
$19K +$9.31K +124 +91%
EIP
2105
Ellis Investment Partners
Pennsylvania
$17K
WWM
2106
Wolff Wiese Magana
California
$16K -$42K -560 -72%
BMD
2107
Better Money Decisions
New Mexico
$15K
DWMG
2108
DB Wealth Management Group
California
$15K
TFA
2109
Toth Financial Advisory
Virginia
$15K
BAMF
2110
BI Asset Management Fondsmaeglerselskab
Denmark
$14K
PA
2111
Perennial Advisors
New York
$14K
TCWA
2112
Ten Capital Wealth Advisors
Washington
$14K
TCM
2113
Tradewinds Capital Management
Washington
$14K
H
2114
HoyleCohen
California
$13.6K +$20.9K +278 +0.2%
MFA
2115
McClarren Financial Advisors
Pennsylvania
$12K
BAM
2116
Bellevue Asset Management
Washington
$11K
ICM
2117
Islay Capital Management
Texas
$11K
RIA
2118
RPG Investment Advisory
California
$11K
WAS
2119
Winch Advisory Services
Wisconsin
$9K +$75 +1 +0.8%
TAIM
2120
TD Ameritrade Investment Management
Nebraska
$9K +$2.25K +30 +32%
HWM
2121
HighMark Wealth Management
Minnesota
$8K -$1.58K -21 -16%
FQ
2122
First Quadrant
California
$8K
CFN
2123
Cordasco Financial Network
Florida
$7K
Walleye Capital
2124
Walleye Capital
New York
$6.82K +$5.93M +78,961 +558%
EWM
2125
Edge Wealth Management
New York
$6K

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.