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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
CNB
526
Camden National Bank
Maine
$5.23M +$265K +4,424 +5%
ST
527
Somerset Trust
Pennsylvania
$5.22M +$175K +2,920 +3%
IWA
528
IBEX Wealth Advisors
New Jersey
$5.17M -$99.6K -1,664 -2%
HT
529
Heritage Trust
Oklahoma
$5.13M +$59.9K +1,000 +1%
FA
530
Faithward Advisors
Pennsylvania
$5.12M -$1.8M -30,120 -26%
QI
531
QS Investors
New York
$5.11M +$87.1K +1,456 +2%
NDSI
532
Newman Dignan & Sheerar Inc
Rhode Island
$5.11M +$161K +2,688 +59%
LBD
533
Landsberg Bennett & Dubbaneh
Florida
$5.09M +$208K +3,476 +4%
FNFDCM
534
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.09M -$21.5K -360 -0.4%
AMIM
535
Aull & Monroe Investment Management
Alabama
$5.08M -$683K -11,416 -12%
DWA
536
Dorsey Wright & Associates
California
$5.08M +$1.57M +26,240 +45%
OCAM
537
Onex Canada Asset Management
Ontario, Canada
$5.08M -$1.17M -19,556 -19%
BB
538
Busey Bank
Illinois
$5.08M +$107K +1,780 +2%
HPIA
539
Hamilton Point Investment Advisors
North Carolina
$5.06M +$101K +1,692 +2%
LSERS
540
Louisiana State Employees Retirement System
Louisiana
$5.04M +$47.9K +800 +1%
SEIA
541
Signature Estate & Investment Advisors
California
$5.02M +$120K +2,012 +2%
PL
542
Perpetual Ltd
Australia
$5.02M +$1.11M +18,564 +29%
RP
543
Rice Partnership
Hawaii
$5.01M +$122K +2,036 +3%
SMI
544
Shelter Mutual Insurance
Missouri
$4.96M +$532K +8,880 +12%
PHS
545
PFM Health Sciences
California
$4.94M +$1.74M +29,000 +54%
SAM
546
Silvercrest Asset Management
New York
$4.94M +$47.6K +796 +1%
FA
547
FMA Advisory
Pennsylvania
$4.93M +$479 +8 +0%
AssetMark Inc
548
AssetMark Inc
California
$4.9M -$1.32M -22,012 -21%
SB
549
Simmons Bank
Arkansas
$4.89M +$1.1M +18,412 +29%
S
550
Seeyond
France
$4.86M -$3.56M -59,436 -42%

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.