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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
FT
301
Fiduciary Trust
Massachusetts
$16.2M +$341K +5,696 +2%
EB
302
Eastern Bank
Massachusetts
$16.2M -$531K -8,864 -3%
SAM
303
Shell Asset Management
Netherlands
$16.2M +$1.74M +29,084 +12%
SIA
304
Sit Investment Associates
Minnesota
$16M +$634K +10,600 +4%
KWILP
305
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.9M -$1.89M -31,528 -11%
AIMCA
306
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$15.7M +$4.48M +74,800 +40%
Handelsbanken Fonder
307
Handelsbanken Fonder
Sweden
$15.7M -$4.48M -74,800 -22%
CFG
308
Citizens Financial Group
Rhode Island
$15.6M -$339K -5,668 -2%
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$15.4M
CT
310
Caldwell Trust
Florida
$15.4M -$255K -4,260 -2%
DBG
311
De Burlo Group
Massachusetts
$15.4M
FBB
312
Fulton Breakefield Broenniman
Maryland
$15.4M +$486K +8,120 +3%
Bank of Nova Scotia
313
Bank of Nova Scotia
Ontario, Canada
$15.3M -$29.7M -495,524 -66%
EAM
314
EULAV Asset Management
Florida
$15M +$6.81M +113,732 +84%
FAF
315
Första AP-fonden
Sweden
$15M +$2.35M +39,200 +19%
CTA
316
Carillon Tower Advisers
Florida
$14.9M -$677K -11,308 -4%
PIM
317
Penobscot Investment Management
Massachusetts
$14.8M -$98.9K -1,652 -0.7%
PNC
318
Park National Corp
Ohio
$14.7M +$10.3K +172 +0.1%
PFPT
319
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.5M +$552K +9,224 +4%
MYAM
320
Meiji Yasuda Asset Management
Japan
$14.2M +$3.07M +51,348 +28%
ProShare Advisors
321
ProShare Advisors
Maryland
$14.1M +$1.62M +27,080 +13%
William Blair & Company
322
William Blair & Company
Illinois
$14M +$200K +3,340 +1%
PP
323
Paloma Partners
Connecticut
$13.9M +$13.9M +232,320 New
BF
324
BOK Financial
Oklahoma
$13.9M +$1.04M +17,316 +8%
CTC
325
Central Trust Company
Missouri
$13.7M +$1.26M +21,020 +10%

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.