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NextEra Energy

1,842 hedge funds and large institutions have $92B invested in NextEra Energy in 2020 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 770 increasing their positions, 668 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 87

15% more repeat investments, than reductions

Existing positions increased: 770 | Existing positions reduced: 668

2% more funds holding

Funds holding: 1,8051,842 (+37)

2% more call options, than puts

Call options by funds: $657M | Put options by funds: $645M

1% less capital invested

Capital invested by funds: $92.5B → $92B (-$488M)

2.36% less ownership

Funds ownership: 315%312.65% (-2.4%)

31% less funds holding in top 10

Funds holding in top 10: 11277 (-35)

Holders
1,842
Holders Change
+37
Holders Change %
+2.05%
% of All Funds
37.76%
Holding in Top 10
77
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-31.25%
% of All Funds
1.58%
New
139
Increased
770
Reduced
668
Closed
87
Calls
$657M
Puts
$645M
Net Calls
+$11.9M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$28.3M +$4.18M +69,868 +17%
NA
227
NewEdge Advisors
Louisiana
$28.1M +$393K +6,560 +1%
OCM
228
Osterweis Capital Management
California
$28M -$808K -13,504 -3%
Acadian Asset Management
229
Acadian Asset Management
Massachusetts
$27.9M -$4.7M -78,468 -14%
KIA
230
KCM Investment Advisors
California
$27.8M +$1.13M +18,868 +4%
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
$27.8M +$13.4M +224,252 +94%
ASRS
232
Arizona State Retirement System
Arizona
$27.6M +$3.17M +53,032 +13%
MSL
233
Mackay Shields LLC
New York
$27.4M +$1.78M +29,736 +7%
NIM
234
Northeast Investment Management
Massachusetts
$26M +$175K +2,928 +0.7%
FNBOO
235
First National Bank of Omaha
Nebraska
$25.6M +$28.7K +480 +0.1%
AT
236
AMF Tjänstepension
Sweden
$25.5M -$4.98M -83,264 -16%
Nisa Investment Advisors
237
Nisa Investment Advisors
Missouri
$25.5M +$1.59M +26,528 +7%
Creative Planning
238
Creative Planning
Kansas
$25M -$1.2M -20,120 -5%
Ninety One (UK)
239
Ninety One (UK)
United Kingdom
$24.8M +$4.6M +76,888 +23%
QAM
240
QCI Asset Management
New York
$24.6M +$146K +2,432 +0.6%
CPSAC
241
Chas P. Smith & Associates (CPS)
Florida
$24.5M -$254K -4,236 -1%
NP
242
NS Partners
United Kingdom
$24.4M -$11.5M -192,640 -32%
PSUF
243
People's United Financial
Connecticut
$23.9M +$759K +12,676 +3%
DIA
244
Dana Investment Advisors
Wisconsin
$23.6M -$3M -50,068 -11%
IC
245
Inverness Counsel
New York
$23.3M +$15.7M +262,348 +209%
PWAG
246
Polaris Wealth Advisory Group
California
$23M +$22.4M +373,504 New
CIMLRA
247
CBRE Investment Management Listed Real Assets
Pennsylvania
$23M +$4.27M +71,376 +23%
OAM
248
Oppenheimer Asset Management
New York
$22.7M +$106K +1,772 +0.5%
Federated Hermes
249
Federated Hermes
Pennsylvania
$22.6M -$1.55M -25,904 -6%
OPERF
250
Oregon Public Employees Retirement Fund
Oregon
$22.4M -$24.2M -403,492 -52%

NEE Hedge Fund Activity: Q2 2020 in Review

1,842 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2020, worth a combined $92B — down 0.53% from $92.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new NEE positions and 87 closed out — a net gain of 52 holders — while 770 added to existing stakes and 668 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $703M. The largest seller was Wellington Management Group, cutting an estimated $1.1B.

  • 1,842 institutional investors held NextEra Energy (NEE) as of Q2 2020, up from 1,805 in Q1 2020.
  • Funds reported $92B of NextEra Energy stock for Q2 2020, down 0.53% quarter-over-quarter.
  • 139 funds opened new NextEra Energy positions in Q2 2020 and 87 closed out, a net change of +52 holders.
  • The largest NextEra Energy buyer in Q2 2020 was Fisher Asset Management, an estimated $703M added.
  • The largest NextEra Energy seller in Q2 2020 was Wellington Management Group, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2020.