NextEra Energy
NEE
2,159 hedge funds and large institutions have $118B invested in NextEra Energy in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 928 increasing their positions, 775 reducing their positions, and 91 closing their positions.
65% more capital inflows, than outflows
Capital inflows: $4.59B | Capital outflows: $2.78B
45% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 91
31% more funds holding in top 10
Funds holding in top 10: 54 → 71 (+17)
20% more repeat investments, than reductions
Existing positions increased: 928 | Existing positions reduced: 775
9% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $981M
0% more funds holding
Funds holding: 2,149 → 2,159 (+10)
0.46% more ownership
Funds ownership: 76.43% → 76.89% (+0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$341M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$176M |
| 3 |
State Street
Boston,
Massachusetts
|
+$166M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$156M |
| 5 |
Barclays
London,
United Kingdom
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$143M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$129M |
| 3 |
Millennium Management
New York
|
-$129M |
| 4 |
D.E. Shaw & Co
New York
|
-$114M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$111M |
NEE Hedge Fund Activity: Q3 2021 in Review
2,159 of the 5,732 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2021, worth a combined $118B — up 7.8% from $110B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new NEE positions and 91 closed out — a net gain of 41 holders — while 928 added to existing stakes and 775 trimmed.
The largest buyer was DZ Bank, adding an estimated $341M. The largest seller was Franklin Resources, cutting an estimated $143M.
- 2,159 institutional investors held NextEra Energy (NEE) as of Q3 2021, up from 2,149 in Q2 2021.
- Funds reported $118B of NextEra Energy stock for Q3 2021, up 7.8% quarter-over-quarter.
- 132 funds opened new NextEra Energy positions in Q3 2021 and 91 closed out, a net change of +41 holders.
- The largest NextEra Energy buyer in Q3 2021 was DZ Bank, an estimated $341M added.
- The largest NextEra Energy seller in Q3 2021 was Franklin Resources, an estimated $143M sold.
Based on aggregated 13F filings for Q3 2021.