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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
EAM
351
Erste Asset Management
Austria
$11.9M +$2.99M +50,000 +34%
VI
352
Vestcor Inc
New Brunswick, Canada
$11.8M +$26.6K +444 +0.2%
H
353
HoyleCohen
California
$11.5M -$256K -4,280 -2%
B
354
BP
United Kingdom
$11.4M -$4.19M -70,000 -27%
TCOV
355
Trust Company of Vermont
Vermont
$11.4M -$3.48M -58,080 -23%
Public Sector Pension Investment Board (PSP Investments)
356
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.3M -$5.67M -94,800 -33%
BFO
357
Boston Family Office
Massachusetts
$11.3M +$184K +3,080 +2%
PI
358
PineBridge Investments
New York
$11.3M +$11.2M +186,772 +23,001%
MML Investors Services
359
MML Investors Services
Massachusetts
$11.2M +$2.52M +42,172 +29%
PP
360
Patten & Patten
Tennessee
$11.2M +$9.58K +160 +0.1%
SAM
361
Securian Asset Management
Minnesota
$11M -$651K -10,884 -6%
BBL
362
Beck Bode LLC
Massachusetts
$10.9M -$149K -2,488 -1%
IG
363
Inherent Group
New York
$10.8M +$10.7M +179,600 New
Credit Agricole
364
Credit Agricole
France
$10.8M -$230K -3,840 -2%
BCM
365
Brasada Capital Management
Texas
$10.7M -$319K -5,332 -3%
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
$10.7M -$1.69M -28,216 -14%
ABC
367
Associated Banc-Corp
Wisconsin
$10.6M +$1.71M +28,584 +19%
BC
368
Blackstart Capital
New York
$10.6M +$8.18M +136,604 +342%
CIC
369
Carnegie Investment Counsel
Ohio
$10.5M +$55.3K +924 +0.5%
GI
370
GAMCO Investors
Connecticut
$10.5M -$822K -13,740 -7%
CGH
371
Crossmark Global Holdings
Texas
$10.5M +$296K +4,940 +3%
LOAME
372
Lombard Odier Asset Management (Europe)
United Kingdom
$10.5M +$1.74M +29,004 +20%
Two Sigma Advisers
373
Two Sigma Advisers
New York
$10.4M -$6.01M -100,400 -37%
VanEck Associates
374
VanEck Associates
New York
$10.3M +$130K +2,168 +1%
SPIA
375
Steward Partners Investment Advisory
New York
$10.1M +$643K +10,748 +7%

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.