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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
CBT
551
Central Bank & Trust
Kentucky
$4.86M +$63.9K +1,068 +1%
CWG
552
Cornerstone Wealth Group
North Carolina
$4.86M +$232K +3,872 +5%
NNP
553
Nachman Norwood & Parrott
South Carolina
$4.85M -$35.7K -596 -0.7%
CG
554
Colony Group
Massachusetts
$4.85M -$34K -568 -0.7%
HF
555
HRT Financial
New York
$4.84M +$3.12M +52,192 +184%
AAF
556
Andra AP-fonden
Sweden
$4.83M -$718K -12,000 -13%
TNB
557
TCF National Bank
South Dakota
$4.82M +$291K +4,856 +5%
CCT
558
Capital City Trust
Florida
$4.79M +$44.1K +736 +0.9%
PTB
559
Pioneer Trust Bank
Oregon
$4.76M +$127K +2,120 +3%
CIA
560
Covington Investment Advisors
Pennsylvania
$4.75M +$20.4K +340 +0.4%
BGIM
561
Brandywine Global Investment Management
Pennsylvania
$4.7M +$393K +6,560 +9%
HFS
562
Hantz Financial Services
Michigan
$4.68M +$33.3K +556 +0.7%
Squarepoint
563
Squarepoint
New York
$4.67M +$4.65M +77,716 New
MYLI
564
Meiji Yasuda Life Insurance
Japan
$4.66M +$102K +1,712 +2%
GT
565
Greenleaf Trust
Michigan
$4.66M -$2M -33,392 -30%
FEG
566
Financial Enhancement Group
Indiana
$4.62M -$623K -10,416 -12%
EAM
567
Eventide Asset Management
Massachusetts
$4.59M +$407K +6,800 +10%
VWM
568
Venturi Wealth Management
Texas
$4.55M -$150K -2,512 -3%
SLI
569
Sumitomo Life Insurance
Japan
$4.52M -$277K -4,636 -6%
WT
570
Whittier Trust
California
$4.51M -$44.3K -740 -1%
FFA
571
Fragasso Financial Advisors
Pennsylvania
$4.46M -$95.5K -1,596 -3%
JAM
572
JCIC Asset Management
Ontario, Canada
$4.45M +$98.6K +1,648 +2%
BCCM
573
Bridge Creek Capital Management
Massachusetts
$4.44M +$26.3K +440 +0.6%
DWA
574
Douglass Winthrop Advisors
New York
$4.42M +$141K +2,352 +3%
FAM
575
Fulcrum Asset Management
United Kingdom
$4.41M +$4.11M +68,712 New

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.