We are live on ! Find out more
NEE icon

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
URS
251
Utah Retirement Systems
Utah
$22.4M +$47.9K +800 +0.2%
NLGIA
252
Nippon Life Global Investors Americas
New York
$22.3M -$1.7M -28,400 -7%
EA
253
Ecofin Advisors
United Kingdom
$22.3M +$1.72M +28,768 +8%
RIG
254
Roosevelt Investment Group
New York
$22.2M -$8.01M -133,756 -27%
LCM
255
Laurion Capital Management
New York
$22.1M +$22.1M +368,592 New
Skandinaviska Enskilda Banken (SEB)
256
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.7M +$6.49M +108,360 +43%
MIH
257
Meitav Investment House
Israel
$21.6M +$4.48M +74,840 +26%
Mirae Asset Global Investments
258
Mirae Asset Global Investments
South Korea
$21.5M +$628K +10,492 +3%
BPB
259
Badgley, Phelps & Bell
Washington
$21.3M -$3.2M -53,436 -13%
BIC
260
Beach Investment Counsel
Pennsylvania
$21.3M +$8.63M +144,216 +69%
CAM
261
Cidel Asset Management
Ontario, Canada
$21.2M -$6.29M -105,168 -23%
PGFC
262
Peapack-Gladstone Financial Corp
New Jersey
$20.9M +$97.7K +1,632 +0.5%
TPSF
263
Texas Permanent School Fund
Texas
$20.7M -$621K -10,380 -3%
BSPF
264
British Steel Pension Fund
United Kingdom
$20.7M
RC
265
Randolph Company
Ohio
$20.6M +$31.6K +528 +0.2%
Zurich Cantonal Bank
266
Zurich Cantonal Bank
Switzerland
$20.4M -$10M -167,096 -33%
CCM
267
Covington Capital Management
California
$20.3M +$478K +7,980 +2%
MHC
268
Meyer Handelman Company
New York
$20.2M -$35.9K -600 -0.2%
AIM
269
Achmea Investment Management
Netherlands
$20.2M +$20.1M +336,124 New
Lazard Asset Management
270
Lazard Asset Management
New York
$20.1M +$16.1M +269,084 +404%
MCM
271
MAI Capital Management
Ohio
$20.1M +$103K +1,728 +0.5%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$20M +$1.24M +20,772 +7%
TCA
273
Tortoise Capital Advisors
Kansas
$20M -$179M -2,983,916 -90%
NRS
274
Neville Rodie & Shaw
New York
$19.8M -$406K -6,784 -2%
Walleye Trading
275
Walleye Trading
New York
$19.6M +$1.86M +31,112 +11%

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.