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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
ADEF
276
Adams Diversified Equity Fund
Maryland
$19.5M -$2.15M -36,000 -10%
WT
277
Washington Trust
Rhode Island
$19.5M -$1.92M -32,008 -9%
RT
278
Rockland Trust
Massachusetts
$19.4M -$330K -5,520 -2%
PMAM
279
Picton Mahoney Asset Management
Ontario, Canada
$19.1M -$286K -4,780 -1%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$19M -$31.1K -520 -0.2%
BCIM
281
British Columbia Investment Management
British Columbia, Canada
$18.8M +$5.96M +99,620 +47%
Natixis Advisors
282
Natixis Advisors
Massachusetts
$18.8M -$1.77M -29,572 -9%
FMLI
283
Fukoku Mutual Life Insurance
Japan
$18.6M +$551K +9,200 +3%
Two Sigma Investments
284
Two Sigma Investments
New York
$18.2M +$16.7M +278,536 +1,120%
JMFC
285
J.M. Forbes & Co
Massachusetts
$18.1M -$1.78M -29,692 -9%
PVH
286
Psagot Value Holdings
Israel
$18M
WMSA
287
Weiss Multi-Strategy Advisers
New York
$18M -$1.2M -20,000 -6%
H
288
Hexavest
Quebec, Canada
$17.9M -$11.5M -191,728 -39%
OC
289
Oppenheimer & Co
New York
$17.8M -$239K -3,992 -1%
MOACM
290
Mutual of America Capital Management
New York
$17.8M -$5.82M -97,244 -25%
DnB Asset Management
291
DnB Asset Management
Norway
$17.5M +$2.02M +33,712 +13%
TRSOTSOK
292
Teachers Retirement System of the State of Kentucky
Kentucky
$17.4M -$1.33M -22,200 -7%
TIA
293
Tandem Investment Advisors
South Carolina
$17.4M +$1.07M +17,892 +7%
MSA
294
Mason Street Advisors
Wisconsin
$16.8M +$33.3K +556 +0.2%
BSA
295
Braun Stacey Associates
New York
$16.7M +$385K +6,432 +2%
MLICM
296
Metropolitan Life Insurance Company (MetLife)
New York
$16.6M -$1.01M -16,904 -6%
RMC
297
Resources Management Corp
Connecticut
$16.4M -$78.5K -1,312 -0.5%
RFA
298
Reilly Financial Advisors
California
$16.4M +$1.63M +27,176 +11%
Calamos Advisors
299
Calamos Advisors
Illinois
$16.3M -$1M -16,712 -6%
Mariner
300
Mariner
Kansas
$16.2M +$2.18M +36,448 +16%

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.