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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
OQS
2176
Occudo Quantitative Strategies
Florida
-$1.75M -23,126 Closed
LFG
2177
Lazard Frères Gestion
France
-$1.2M -18,600 Closed
BSAM
2178
Blue Square Asset Management
New York
-$1.33M -17,584 Closed
SRC
2179
Samson Rock Capital
United Kingdom
-$1.31M -17,332 Closed
DA
2180
Duality Advisers
Florida
-$1.11M -14,629 Closed
UH
2181
Unigestion Holding
Switzerland
-$1.1M -14,618 Closed
EPA
2182
Element Pointe Advisors
Florida
-$1.09M -14,375 Closed
OMC
2183
Old Mission Capital
Illinois
-$1M -13,270 Closed
OPPTF
2184
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$1.01M -13,255 Closed
FAM
2185
Formidable Asset Management
Ohio
-$706K -9,349 Closed
HAIM
2186
Hunter Associates Investment Management
Pennsylvania
-$701K -9,271 Closed
HBT
2187
Heartland Bank & Trust
Illinois
-$699K -9,240 Closed
MS
2188
Maven Securities
Jersey
-$633K -8,438 Closed
TC
2189
TradeLink Capital
Illinois
-$612K -8,100 Closed
SFSG
2190
Sound Financial Strategies Group
Mississippi
-$579K -7,662 Closed
CIM
2191
CIM Investment Management
Pennsylvania
-$562K -7,436 Closed
GCM
2192
Gladius Capital Management
Illinois
-$545K -7,207 Closed
PAMP
2193
Polar Asset Management Partners
Ontario, Canada
-$512K -6,778 Closed
EF
2194
Empowered Funds
Pennsylvania
-$494K -6,399 Closed
QIM
2195
Quantitative Investment Management
Virginia
-$471K -6,238 Closed
UAS
2196
United Asset Strategies
New York
-$468K -6,183 Closed
SDH
2197
Sloy Dahl & Holst
Washington
-$401K -5,304 Closed
FHB
2198
First Hawaiian Bank
Hawaii
-$398K -5,260 Closed
AWM
2199
Affinity Wealth Management
Delaware
-$420K -5,221 Closed
ESCM
2200
Echo Street Capital Management
New York
-$379K -5,010 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.