We are live on ! Find out more
NEE icon

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
AAM
201
Advisors Asset Management
Colorado
$44.5M -$1.15M -15,303 -2%
VDI
202
Vaughan David Investments
Illinois
$44.4M +$432K +5,751 +1%
NIMI
203
Natixis Investment Managers International
France
$43.5M +$38.7M +515,825 +667%
AT
204
AMF Tjänstepension
Sweden
$43.4M +$18.8M +250,689 +73%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
205
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$42.6M +$16.8M +223,968 +63%
Comerica Bank
206
Comerica Bank
Texas
$42.3M -$666K -8,873 -2%
VanEck Associates
207
VanEck Associates
New York
$41.9M +$25.8M +343,870 +151%
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$40.9M -$3.03M -40,382 -7%
WG
209
Welch Group
Alabama
$40.6M +$1.16M +15,463 +3%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$40.6M +$27.6M +368,140 +199%
AB
211
Amalgamated Bank
New York
$40.3M +$33.3M +443,407 +414%
ASRS
212
Arizona State Retirement System
Arizona
$40.2M -$223K -2,966 -0.5%
GC
213
Guggenheim Capital
Illinois
$39.9M -$3.84M -51,115 -9%
UCFA
214
United Capital Financial Advisors
Texas
$39.9M +$902K +12,016 +2%
BC
215
Bruce & Co
Illinois
$39.8M -$263K -3,500 -0.6%
PCM
216
Polaris Capital Management
Massachusetts
$39.2M +$1.22M +16,200 +3%
AC
217
Alleghany Corporation
New York
$39.1M
CS
218
Candriam SCA
Luxembourg
$38.9M +$19M +253,434 +92%
DRZID
219
DePrince Race & Zollo Inc (DRZ)
Florida
$37.8M +$3.44M +45,853 +10%
DADC
220
D.A. Davidson & Co
Montana
$37.3M +$1.04M +13,830 +3%
SOMRS
221
State of Michigan Retirement System
Michigan
$36.1M +$90.1K +1,200 +0.2%
Walleye Trading
222
Walleye Trading
New York
$36.1M +$778K +10,360 +2%
TAF
223
Tredje AP-fonden
Sweden
$35.7M +$525K +7,000 +1%
PNC
224
Park National Corp
Ohio
$35.5M +$2.98M +39,653 +9%
BNP Paribas Asset Management
225
BNP Paribas Asset Management
France
$34.9M +$4.82M +64,186 +16%

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.