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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
NMIMC
476
Northwestern Mutual Investment Management Company
Wisconsin
$6.59M -$2.02M -33,820 -24%
KRS
477
Kentucky Retirement Systems
Kentucky
$6.54M -$1.47M -24,532 -18%
RWA
478
Ropes Wealth Advisors
Massachusetts
$6.5M -$258K -4,312 -4%
CSS
479
Cubist Systematic Strategies
Connecticut
$6.46M +$2.55M +42,632 +66%
BC
480
Brinker Capital
Pennsylvania
$6.43M +$962K +16,072 +18%
FMBTD
481
First Midwest Bank Trust Division
Illinois
$6.4M -$59.4K -992 -0.9%
YCM
482
Yaupon Capital Management
New York
$6.37M +$790K +13,200 +14%
TYCC
483
Texas Yale Capital Corp
Florida
$6.35M -$62K -1,036 -1%
SDIC
484
South Dakota Investment Council
South Dakota
$6.34M
PA
485
Profund Advisors
Maryland
$6.26M -$593K -9,904 -9%
CCM
486
Cohen Capital Management
California
$6.26M
SS
487
Simplicity Solutions
Minnesota
$6.22M +$2.46M +41,136 +66%
WCF
488
West Coast Financial
California
$6.2M +$101K +1,684 +2%
GCA
489
Greenwood Capital Associates
South Carolina
$6.17M +$357K +5,968 +6%
SAM
490
Shikiar Asset Management
New York
$6.15M -$294K -4,920 -5%
CNC
491
Canandaigua National Corp
New York
$6.14M +$6.13M +102,344 New
EAMA
492
EFG Asset Management (Americas)
Florida
$6.13M +$1.52M +25,392 +33%
FTC
493
Farmers Trust Company
Ohio
$6.01M -$39.5K -660 -0.7%
WTB
494
Washington Trust Bank
Washington
$5.99M -$136K -2,276 -2%
V
495
Veritable
Delaware
$5.98M -$509K -8,512 -8%
CCP
496
Corient Capital Partners
California
$5.92M +$194K +3,236 +3%
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$5.83M -$841K -14,052 -13%
CA
498
Cullinan Associates
Kentucky
$5.77M +$2.42M +40,444 +73%
MA
499
Montag & Associates
Georgia
$5.74M +$176K +2,936 +3%
WJWM
500
Williams Jones Wealth Management
New York
$5.71M -$383K -6,392 -6%

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.