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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
Brown Advisory
376
Brown Advisory
Maryland
$10.1M +$26.8K +448 +0.3%
SAM
377
Storebrand Asset Management
Norway
$9.94M -$10M -167,280 -50%
MC
378
Middleton & Co
Massachusetts
$9.92M +$47.9K +800 +0.5%
Pacer Advisors
379
Pacer Advisors
Pennsylvania
$9.89M +$9.85M +164,644 New
AWM
380
AE Wealth Management
Kansas
$9.86M +$3.26M +54,400 +50%
MNBTD
381
Moody National Bank Trust Division
Texas
$9.84M +$57.5K +960 +0.6%
BL
382
BFSG LLC
California
$9.82M +$41.9K +700 +0.4%
NB
383
Norinchukin Bank
Japan
$9.73M -$88.3K -1,476 -0.9%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$9.7M -$54.5M -909,976 -85%
SPPAM
385
Summit Partners Public Asset Management
Massachusetts
$9.61M -$7.18M -120,000 -43%
FNBT
386
FineMark National Bank & Trust
Florida
$9.6M -$92.9K -1,552 -1%
FCI
387
Financial Counselors Inc
Kansas
$9.48M +$8.04M +134,392 +571%
RIM
388
Redpoint Investment Management
Australia
$9.47M +$615K +10,268 +7%
B
389
Brightworth
Georgia
$9.41M +$107K +1,780 +1%
TH
390
TCTC Holdings
Texas
$9.36M +$293K +4,900 +3%
BFEC
391
Benjamin F. Edwards & Company
Missouri
$9.3M -$127K -2,128 -1%
EIA
392
Edgemoor Investment Advisors
Maryland
$9.28M -$59.1K -988 -0.6%
TF
393
TIAA FSB
Florida
$9.27M -$152K -2,536 -2%
MA
394
MUFG Americas
New York
$9.15M -$899K -15,024 -9%
AR
395
Advisory Research
Illinois
$9.13M +$9.11M +152,128 New
Wolverine Trading
396
Wolverine Trading
Illinois
$9M -$7.72M -129,052 -46%
Bank Julius Baer & Co
397
Bank Julius Baer & Co
Switzerland
$8.98M -$442K -7,384 -5%
BFM
398
Boston Financial Management
Massachusetts
$8.96M -$287K -4,800 -3%
WSFS
399
Wilmington Savings Fund Society
Delaware
$8.89M -$236K -3,948 -3%
SPC
400
Sigma Planning Corp
Michigan
$8.83M +$557K +9,300 +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.