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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
OAC
2151
OMERS Administration Corp
Ontario, Canada
-$30.3M -400,245 Closed
AC
2152
Athanor Capital
New York
-$30M -396,790 Closed
PI
2153
PGGM Investments
Netherlands
-$25.5M -337,483 Closed
Parallax Volatility Advisers
2154
Parallax Volatility Advisers
California
-$21.4M -284,615 Closed
LC
2155
LNZ Capital
New York
-$16.6M -220,000 Closed
PVH
2156
Psagot Value Holdings
Israel
-$16.1M -212,488 Closed
IM
2157
Islet Management
New York
-$15.1M -200,000 Closed
Tudor Investment Corp
2158
Tudor Investment Corp
Connecticut
-$9.84M -130,092 Closed
ADEF
2159
Adams Diversified Equity Fund
Maryland
-$9.38M -124,100 Closed
CM
2160
Caption Management
Oklahoma
-$9.01M -120,000 Closed
MCM
2161
Moore Capital Management
New York
-$8.88M -117,500 Closed
Two Sigma Advisers
2162
Two Sigma Advisers
New York
-$6.97M -92,200 Closed
JAM
2163
Jupiter Asset Management
United Kingdom
-$5.39M -71,301 Closed
WG
2164
Winton Group
United Kingdom
-$4.76M -62,944 Closed
Balyasny Asset Management
2165
Balyasny Asset Management
Illinois
-$4.48M -59,203 Closed
SIM
2166
Seaview Investment Managers
Florida
-$3.74M -49,435 Closed
RIM
2167
Reliant Investment Management
Tennessee
-$3.63M -48,070 Closed
FNB
2168
Farmers National Bank
Kentucky
-$3.06M -40,522 Closed
FC
2169
Ferris Capital
Massachusetts
-$2.93M -38,724 Closed
WIA
2170
Wealthstreet Investment Advisors
Texas
-$2.82M -37,303 Closed
TCA
2171
Transcend Capital Advisors
New Jersey
-$2.65M -35,068 Closed
CC
2172
Centiva Capital
New York
-$2.37M -31,375 Closed
Arrowstreet Capital
2173
Arrowstreet Capital
Massachusetts
-$2.28M -30,100 Closed
BDWCC
2174
B&D White Capital Company
Texas
-$1.96M -26,632 Closed
BPM
2175
Bowling Portfolio Management
Ohio
-$1.78M -23,496 Closed

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.