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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
Goldman Sachs
26
Goldman Sachs
New York
$664M -$27.1M -452,020 -4%
PAMU
27
Pictet Asset Management (UK)
United Kingdom
$634M +$2.51M +41,868 +0.4%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$619M +$51.3M +856,864 +9%
Mitsubishi UFJ Trust & Banking
29
Mitsubishi UFJ Trust & Banking
Japan
$598M -$20M -334,324 -3%
Swiss National Bank
30
Swiss National Bank
Switzerland
$555M +$3.85M +64,400 +0.7%
Charles Schwab
31
Charles Schwab
California
$530M +$3.28M +54,880 +0.6%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$503M -$67.3M -1,124,376 -12%
APG Asset Management
33
APG Asset Management
Netherlands
$503M -$57M -951,984 -9%
BG
34
Bahl & Gaynor
Ohio
$501M -$5.12M -85,572 -1%
DZ Bank
35
DZ Bank
Germany
$496M +$75.4M +1,258,920 +18%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$465M -$1.42M -23,764 -0.3%
PPA
37
Parametric Portfolio Associates
Washington
$462M +$5.63M +94,072 +1%
Artisan Partners
38
Artisan Partners
Wisconsin
$447M +$52.2M +872,476 +13%
ClearBridge Investments
39
ClearBridge Investments
New York
$431M +$11.3M +189,044 +3%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$406M -$11.6M -193,712 -3%
Cohen & Steers
41
Cohen & Steers
New York
$396M -$3.44M -57,464 -0.9%
Aberdeen Group
42
Aberdeen Group
United Kingdom
$391M -$5.66M -94,540 -1%
CWG
43
C WorldWide Group
Denmark
$379M +$78.5M +1,310,836 +26%
Caisse de Depot et Placement du Quebec (CDPQ)
44
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$373M +$50.4M +842,000 +16%
Principal Financial Group
45
Principal Financial Group
Iowa
$366M +$58.1M +971,484 +19%
EVM
46
Eaton Vance Management
Massachusetts
$341M -$14M -234,436 -4%
Capital International Investors
47
Capital International Investors
California
$322M +$3.11M +52,008 +1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$315M +$28.4M +474,708 +10%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$291M +$27.8M +464,304 +11%
Jennison Associates
50
Jennison Associates
New York
$269M -$7.28M -121,680 -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.