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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
PAG
451
Private Advisor Group
New Jersey
$7.2M +$231K +3,864 +3%
BII
452
Bainco International Investors
Massachusetts
$7.15M -$19.6K -328 -0.3%
AIP
453
Ameritas Investment Partners
Nebraska
$7.14M -$101K -1,688 -1%
PLFAM
454
Pineno Levin & Ford Asset Management
Virginia
$7.11M -$161K -2,688 -2%
DA
455
Duality Advisers
Florida
$7.1M +$7.08M +118,316 New
CBT
456
Capital Bank & Trust
California
$7.1M +$117K +1,956 +2%
SG Americas Securities
457
SG Americas Securities
New York
$7.09M -$4.02M -67,152 -36%
DCM
458
Dupont Capital Management
Delaware
$7.01M +$1.31M +21,844 +23%
SSA
459
Schonfeld Strategic Advisors
New York
$7M +$6.98M +116,576 New
PAI
460
Pittenger & Anderson Inc
Nebraska
$6.97M
LMIM
461
Lockheed Martin Investment Management
Maryland
$6.96M +$6.94M +116,000 New
EHC
462
Everett Harris & Co
California
$6.95M +$13.4K +224 +0.2%
CCFCSB
463
Cape Cod Five Cents Savings Bank
Massachusetts
$6.93M -$221K -3,688 -3%
I
464
IberiaBank
Louisiana
$6.87M -$725K -12,120 -10%
JWM
465
JGP Wealth Management
Oregon
$6.86M +$113K +1,892 +2%
SIM
466
Sentry Investment Management
Wisconsin
$6.85M -$634K -10,588 -8%
AB
467
Amalgamated Bank
New York
$6.82M -$10.3M -171,940 -60%
BRWA
468
B. Riley Wealth Advisors
Florida
$6.78M +$308K +5,152 +5%
SWM
469
Segment Wealth Management
Texas
$6.74M +$5.13M +85,776 +325%
COPPSERS
470
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.72M -$776K -12,960 -10%
SCM
471
Symons Capital Management
Pennsylvania
$6.7M +$6.68M +111,536 New
KPCM
472
Kings Point Capital Management
New York
$6.68M +$122K +2,040 +2%
PCIA
473
Prime Capital Investment Advisors
Kansas
$6.65M +$590K +9,864 +10%
DWM
474
Doyle Wealth Management
Florida
$6.63M +$802K +13,392 +14%
Jacobs Levy Equity Management
475
Jacobs Levy Equity Management
New Jersey
$6.61M -$10.2M -170,596 -61%

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.