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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
BCM
426
BTC Capital Management
Iowa
$7.93M +$805K +13,448 +11%
MCG
427
McCollum Christoferson Group
New York
$7.89M -$117K -1,960 -1%
NMERB
428
New Mexico Educational Retirement Board
New Mexico
$7.89M +$503K +8,400 +7%
NWM
429
Nicola Wealth Management
British Columbia, Canada
$7.86M +$1.11M +18,608 +17%
CAPTRUST Financial Advisors
430
CAPTRUST Financial Advisors
North Carolina
$7.86M +$807K +13,488 +12%
PJSIMP
431
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.86M +$120K +2,000 +2%
OIM
432
Opus Investment Management
Massachusetts
$7.81M
SBH
433
Segall Bryant & Hamill
Illinois
$7.8M +$339K +5,672 +5%
YIA
434
YHB Investment Advisors
Connecticut
$7.76M -$125K -2,088 -2%
BBA
435
BLB&B Advisors
Pennsylvania
$7.74M +$462K +7,724 +6%
MC
436
Moors & Cabot
Massachusetts
$7.73M +$1.82M +30,392 +31%
ZCM
437
Ziegler Capital Management
Illinois
$7.72M +$13.6K +228 +0.2%
BBVA
438
Banco Bilbao Vizcaya Argentaria
Spain
$7.67M +$2.99M +49,916 +64%
BHWM
439
Bar Harbor Wealth Management
New Hampshire
$7.65M +$499K +8,340 +7%
SF
440
Synovus Financial
Georgia
$7.64M -$823K -13,748 -10%
DWM
441
Dakota Wealth Management
Florida
$7.63M +$5.83M +97,468 +329%
RHFI
442
Reilly Herbert Faulkner III
$7.57M +$81.6K +1,364 +1%
GKWIM
443
Gerber Kawasaki Wealth & Investment Management
California
$7.47M -$134K -2,232 -2%
MMA
444
Miracle Mile Advisors
California
$7.42M -$1.1M -18,352 -13%
CTA
445
Chesley Taft & Associates
Illinois
$7.37M +$35.9K +600 +0.5%
RWP
446
RWA Wealth Partners
Massachusetts
$7.29M +$351K +5,868 +5%
SI
447
Stephens Inc
Arkansas
$7.25M -$123K -2,052 -2%
BRWM
448
B. Riley Wealth Management
Tennessee
$7.24M -$445K -7,440 -6%
EWM
449
Endurance Wealth Management
Rhode Island
$7.24M -$23.9K -400 -0.3%
BRCM
450
Bright Rock Capital Management
Massachusetts
$7.21M

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.