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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
HCMT
576
Highland Capital Management (Tennessee)
Tennessee
$4.4M +$19.6K +328 +0.4%
GG
577
Gofen & Glossberg
Illinois
$4.38M +$1.37M +22,812 +45%
ECM
578
ExodusPoint Capital Management
New York
$4.35M +$2.64M +44,096 +155%
EWM
579
Evercore Wealth Management
New York
$4.35M -$97.2K -1,624 -2%
ONB
580
Old National Bancorp
Indiana
$4.33M -$100K -1,672 -2%
AC
581
Allstate Corporation
Illinois
$4.32M -$386K -6,452 -8%
PI
582
Parkside Investments
Illinois
$4.3M -$687K -11,476 -14%
TU
583
TDAM USA
Ontario, Canada
$4.29M -$275K -4,600 -6%
II
584
Inspire Investing
Idaho
$4.29M +$1.94M +32,404 +83%
PI
585
PEAK6 Investments
Illinois
$4.29M -$17.6M -294,628 -80%
PI
586
PFS Investments
Georgia
$4.27M +$1.06M +17,756 +33%
OTPPB
587
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.26M -$483K -8,076 -10%
NA
588
Navellier & Associates
Nevada
$4.24M +$197K +3,292 +5%
MHI
589
Miller Howard Investments
New York
$4.23M -$91.5K -1,528 -2%
SF
590
Symphony Financial
Texas
$4.23M +$1.28M +21,396 +44%
AWCI
591
Alpine Woods Capital Investors
New York
$4.22M +$50.3K +840 +1%
SFS
592
Strategic Financial Services
New York
$4.22M -$1.8M -29,996 -30%
HWA
593
HCR Wealth Advisors
California
$4.19M +$98.6K +1,648 +2%
LCM
594
Logan Capital Management
Pennsylvania
$4.17M +$3.35K +56 +0.1%
HPC
595
HM Payson & Co
Maine
$4.15M -$170K -2,840 -4%
WF
596
Welch & Forbes
Massachusetts
$4.15M +$33.5K +560 +0.8%
6M
597
6 Meridian
Kansas
$4.14M -$9.78M -163,424 -70%
AT
598
Arden Trust
Delaware
$4.13M +$151K +2,528 +4%
MCM
599
Mattern Capital Management
Colorado
$4.11M +$50.5K +844 +1%
AHC
600
Adell Harriman & Carpenter
Texas
$4.1M +$133K +2,220 +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.