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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
NAM
326
Nissay Asset Management
Japan
$13.7M -$334K -5,580 -2%
SYBT
327
Stock Yards Bank & Trust
Kentucky
$13.6M +$9.2M +153,712 +211%
NIPH
328
NN Investment Partners Holdings
Netherlands
$13.5M -$4.25M -71,076 -24%
FLPIM
329
F.L. Putnam Investment Management
Massachusetts
$13.5M +$552K +9,216 +4%
CWM
330
Calamos Wealth Management
Illinois
$13.4M +$5.9M +98,628 +79%
PA
331
Pinnacle Associates
New York
$13.4M +$37.1K +620 +0.3%
HIMCH
332
Hartford Investment Management Co (HIMCO)
Connecticut
$13.2M -$6.21M -103,696 -32%
RJT
333
Raymond James Trust
Florida
$13.2M +$48.6K +812 +0.4%
BWP
334
Baldwin Wealth Partners
Massachusetts
$13.1M -$463K -7,732 -3%
BAM
335
Bruderman Asset Management
New York
$13.1M +$3.35M +55,904 +36%
Simplex Trading
336
Simplex Trading
Illinois
$13M +$3.22M +53,828 +33%
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$12.9M -$5.63M -93,996 -30%
BST
338
Bath Savings Trust
Maine
$12.9M +$46.4K +776 +0.4%
CRM
339
Cramer Rosenthal McGlynn
Connecticut
$12.9M -$5.66M -94,588 -31%
MSR
340
Main Street Research
Connecticut
$12.8M +$1.57M +26,188 +14%
FNT
341
First National Trust
Pennsylvania
$12.8M -$1.12M -18,664 -8%
FWIA
342
Fort Washington Investment Advisors
Ohio
$12.8M +$31.1K +520 +0.2%
WDA
343
Wendell David Associates
New Hampshire
$12.7M -$132K -2,200 -1%
TA
344
Tiedemann Advisors
New York
$12.5M +$362K +6,052 +3%
WB
345
WesBanco Bank
West Virginia
$12.4M +$116K +1,932 +0.9%
CA
346
Callahan Advisors
Texas
$12.4M +$437K +7,300 +4%
OSIA
347
O'Shares Investment Advisers
Massachusetts
$12.3M +$12.3M +205,376 New
AHB
348
Abner Herrman & Brock
New Jersey
$12.3M +$40.9K +684 +0.3%
MSFP
349
Mark Sheptoff Financial Planning
Connecticut
$12.3M -$136K -2,276 -1%
CAM
350
Congress Asset Management
Massachusetts
$12M -$228K -3,804 -2%

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.