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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
ECM
651
ETrade Capital Management
Virginia
$3.4M -$103K -1,724 -3%
SFP
652
Shepherd Financial Partners
Massachusetts
$3.38M +$960K +16,032 +40%
IA
653
IFP Advisors
Florida
$3.36M -$759K -12,684 -18%
WAM
654
World Asset Management
Michigan
$3.35M -$1.72M -28,696 -34%
WC
655
Wexford Capital
Florida
$3.35M +$3.33M +55,704 New
CNBTD
656
Citizens National Bank Trust Department
Mississippi
$3.33M -$174K -2,900 -5%
ECG
657
Edge Capital Group
Georgia
$3.29M +$309K +5,164 +10%
BS
658
Banco Santander
Spain
$3.27M -$7.59M -126,772 -70%
OPTFSNA
659
Old Point Trust & Financial Services N A
Virginia
$3.26M -$18.7K -312 -0.6%
MERSOM
660
Municipal Employees' Retirement System of Michigan
Michigan
$3.25M -$1.96M -32,760 -38%
AA
661
Ancora Advisors
Ohio
$3.25M -$248K -4,148 -7%
AA
662
Altman Advisors
Illinois
$3.25M +$60.3K +1,008 +2%
MWM
663
Marietta Wealth Management
Georgia
$3.25M +$114K +1,904 +4%
GDP
664
Great Diamond Partners
Maine
$3.24M -$35K -584 -1%
CB
665
Community Bank
New York
$3.23M -$10.5K -176 -0.3%
MJRIC
666
Mogy Joel R Investment Counsel
California
$3.23M -$132K -2,200 -4%
PTC
667
Private Trust Company
Ohio
$3.2M +$320K +5,340 +11%
IIM
668
Intact Investment Management
Quebec, Canada
$3.19M
T
669
TOBAM
France
$3.19M -$35.5M -592,672 -92%
PAM
670
Peninsula Asset Management
Florida
$3.18M -$69K -1,152 -2%
BHC
671
Bowen Hanes & Co
Florida
$3.14M +$22.7K +380 +0.7%
SC
672
Scotia Capital
Ontario, Canada
$3.13M -$1.84M -30,748 -37%
Lido Advisors
673
Lido Advisors
California
$3.12M +$875K +14,624 +39%
BCM
674
Barometer Capital Management
Ontario, Canada
$3.11M -$3.63M -60,680 -54%
RMCM
675
Reynders McVeigh Capital Management
Massachusetts
$3.1M -$247K -4,120 -7%

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.