NextEra Energy
NEE
2,148 hedge funds and large institutions have $113B invested in NextEra Energy in 2021 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 979 increasing their positions, 761 reducing their positions, and 124 closing their positions.
31% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 124
29% more repeat investments, than reductions
Existing positions increased: 979 | Existing positions reduced: 761
24% more call options, than puts
Call options by funds: $1.16B | Put options by funds: $937M
1% more funds holding
Funds holding: 2,129 → 2,148 (+19)
4% less capital invested
Capital invested by funds: $118B → $113B (-$4.36B)
1.06% less ownership
Funds ownership: 77.64% → 76.58% (-1.1%)
16% less funds holding in top 10
Funds holding in top 10: 91 → 76 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$941M |
| 2 |
JP Morgan Chase
New York
|
+$333M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$314M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$244M |
| 5 |
CCM
Cullen Capital Management
New York
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.71B |
| 2 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$653M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$295M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$195M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$145M |
NEE Hedge Fund Activity: Q1 2021 in Review
2,148 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2021, worth a combined $113B — down 3.7% from $118B a quarter earlier.
Buyers outnumbered sellers: 163 funds opened new NEE positions and 124 closed out — a net gain of 39 holders — while 979 added to existing stakes and 761 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $941M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.71B.
- 2,148 institutional investors held NextEra Energy (NEE) as of Q1 2021, up from 2,129 in Q4 2020.
- Funds reported $113B of NextEra Energy stock for Q1 2021, down 3.7% quarter-over-quarter.
- 163 funds opened new NextEra Energy positions in Q1 2021 and 124 closed out, a net change of +39 holders.
- The largest NextEra Energy buyer in Q1 2021 was Capital World Investors, an estimated $941M added.
- The largest NextEra Energy seller in Q1 2021 was T. Rowe Price Associates, an estimated $1.71B sold.
Based on aggregated 13F filings for Q1 2021.