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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
VCM
401
Vision Capital Management
Oregon
$8.82M -$242K -4,044 -3%
CLOS
402
Compagnie Lombard Odier SCmA
Switzerland
$8.78M +$2.65M +44,352 +44%
X
403
Xponance
Pennsylvania
$8.78M +$8.75M +146,144 New
Wealthfront Advisers
404
Wealthfront Advisers
California
$8.71M -$792K -13,240 -8%
EGA
405
Eagle Global Advisors
Texas
$8.7M +$2.84M +47,380 +49%
PCM
406
Parsons Capital Management
Rhode Island
$8.68M -$39.3K -656 -0.5%
ANI
407
American National Insurance
Texas
$8.6M
SPC
408
Stewart & Patten Company
California
$8.56M +$4.15M +69,312 +95%
KWM
409
Kingsview Wealth Management
Oregon
$8.56M -$19.9K -332 -0.2%
II
410
IFM Investors
Australia
$8.52M -$3.4M -56,832 -29%
ATC
411
Argent Trust Co
Tennessee
$8.47M +$103K +1,716 +1%
BCV
412
Banque Cantonale Vaudoise
Switzerland
$8.36M -$1.29M -21,612 -13%
CFB
413
Cullen/Frost Bankers
Texas
$8.28M +$212K +3,548 +3%
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$8.27M +$944K +15,764 +13%
AP
415
Advisor Partners
California
$8.22M +$753K +12,588 +10%
SLAM
416
Swiss Life Asset Management
$8.22M -$1.74M -29,044 -18%
MKC
417
M. Kraus & Co
Vermont
$8.17M -$96.5K -1,612 -1%
CA
418
Cornerstone Advisors
North Carolina
$8.17M +$718K +12,000 +10%
SSB
419
Sandy Spring Bank
Maryland
$8.13M +$664K +11,100 +9%
Man Group
420
Man Group
United Kingdom
$8.08M +$1.07M +17,856 +15%
PCM
421
Palisade Capital Management
New Jersey
$8.08M -$35.9K -600 -0.4%
WC
422
Woodstock Corp
Massachusetts
$8.05M -$120K -2,004 -1%
FA
423
FDx Advisors
Illinois
$8.02M -$566K -9,464 -7%
PFM
424
Premier Fund Managers
United Kingdom
$7.98M +$7.97M +133,180 New
Jones Financial Companies
425
Jones Financial Companies
Missouri
$7.98M -$27.5K -460 -0.3%

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.