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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
RBA
501
Richard Bernstein Advisors
New York
$5.67M -$3.97M -66,364 -41%
CAC
502
Core Alternative Capital
Georgia
$5.63M -$69.7K -1,164 -1%
GP
503
Girard Partners
Pennsylvania
$5.63M +$153K +2,548 +3%
AUB
504
Atlantic Union Bankshares
Virginia
$5.63M +$221K +3,688 +4%
TC
505
Telemus Capital
Michigan
$5.62M -$106K -1,764 -2%
BOTW
506
Bank of the West
California
$5.6M -$22.7K -380 -0.4%
SBL
507
Sargent Bickham Lagudis
Colorado
$5.58M -$57K -952 -1%
PPSG
508
Princeton Portfolio Strategies Group
New Jersey
$5.53M -$53.2K -888 -1%
Mercer Global Advisors
509
Mercer Global Advisors
Colorado
$5.53M +$157K +2,624 +3%
NCM
510
Narwhal Capital Management
Georgia
$5.52M +$1.75M +29,188 +47%
CIM
511
Contravisory Investment Management
Massachusetts
$5.5M +$57.5K +960 +1%
NCM
512
Novare Capital Management
North Carolina
$5.47M -$145K -2,428 -3%
BA
513
Baugh & Associates
Georgia
$5.46M +$279K +4,660 +5%
CCT
514
Country Club Trust
Missouri
$5.45M -$190K -3,168 -3%
Fayez Sarofim & Co
515
Fayez Sarofim & Co
Texas
$5.43M +$2.11M +35,320 +64%
GIC
516
Gantzert Investment Company
Illinois
$5.42M -$166K -2,780 -3%
GLA
517
Great Lakes Advisors
Illinois
$5.42M -$2.79M -46,552 -34%
Wealth Enhancement Advisory Services
518
Wealth Enhancement Advisory Services
Minnesota
$5.41M +$528K +8,828 +13%
TCOT
519
Trust Company of Toledo
Ohio
$5.35M +$5.75K +96 +0.1%
OBGC
520
O'Brien Greene & Co
Pennsylvania
$5.33M +$20.4K +340 +0.4%
ACA
521
Aptus Capital Advisors
Alabama
$5.31M +$415K +6,932 +9%
ANBT
522
American National Bank & Trust
Texas
$5.3M -$577K -9,640 -10%
SWP
523
Stratos Wealth Partners
Ohio
$5.28M +$1.21M +20,180 +30%
AI
524
Atria Investments
North Carolina
$5.27M -$180K -3,000 -3%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$5.25M +$122K +2,040 +2%

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.