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NextEra Energy

2,148 hedge funds and large institutions have $110B invested in NextEra Energy in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 1,011 increasing their positions, 712 reducing their positions, and 107 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: 1,011 | Existing positions reduced: 712

22% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 107

0% less funds holding

Funds holding: 2,1502,148 (-2)

0.14% less ownership

Funds ownership: 76.57%76.43% (-0.14%)

3% less capital invested

Capital invested by funds: $113B → $110B (-$3.58B)

29% less funds holding in top 10

Funds holding in top 10: 7654 (-22)

Holders
2,148
Holders Change
-2
Holders Change %
-0.09%
% of All Funds
37.24%
Holding in Top 10
54
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-28.95%
% of All Funds
0.94%
New
131
Increased
1,011
Reduced
712
Closed
107
Calls
$1.25B
Puts
$809M
Net Calls
+$437M
Net Calls Change
+$216M

NEE Hedge Fund Activity: Q2 2021 in Review

2,148 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2021, worth a combined $110B — down 3.2% from $113B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new NEE positions and 107 closed out — a net gain of 24 holders — while 1,011 added to existing stakes and 712 trimmed.

The largest buyer was Capital World Investors, adding an estimated $264M. The largest seller was Fidelity Investments, cutting an estimated $468M.

  • 2,148 institutional investors held NextEra Energy (NEE) as of Q2 2021, down from 2,150 in Q1 2021.
  • Funds reported $110B of NextEra Energy stock for Q2 2021, down 3.2% quarter-over-quarter.
  • 131 funds opened new NextEra Energy positions in Q2 2021 and 107 closed out, a net change of +24 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.