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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
LIA
676
LS Investment Advisors
Michigan
$3.1M -$1.01M -16,928 -25%
Fiera Capital (Canada)
677
Fiera Capital (Canada)
Quebec, Canada
$3.09M -$21.8K -364 -0.7%
Rafferty Asset Management
678
Rafferty Asset Management
New York
$3.07M +$1.07M +17,880 +54%
CCM
679
Coldstream Capital Management
Washington
$3.06M +$385K +6,424 +14%
HIM
680
Harbour Investment Management
Washington
$3.05M -$66.8K -1,116 -2%
PT
681
Plimoth Trust
Massachusetts
$3.05M -$108K -1,808 -3%
UF
682
Univest Financial
Pennsylvania
$3.05M +$573K +9,580 +23%
TG
683
TCW Group
California
$3.03M +$14.6K +244 +0.5%
TCM
684
Twin Capital Management
Pennsylvania
$3.01M -$75.9K -1,268 -2%
TC
685
Truvestments Capital
Florida
$3M +$76.6K +1,280 +3%
FAIM
686
Financial Advocates Investment Management
Washington
$2.99M -$91K -1,520 -3%
SIC
687
Salem Investment Counselors
North Carolina
$2.97M -$48.4K -808 -2%
CDH
688
Charles D. Hyman
$2.96M +$2.24M +37,400 +313%
SNB
689
Security National Bank
Nebraska
$2.93M +$156K +2,600 +6%
Assenagon Asset Management
690
Assenagon Asset Management
Luxembourg
$2.93M -$29.2M -487,340 -91%
SIC
691
SFE Investment Counsel
California
$2.91M -$55.1K -920 -2%
KRSITF
692
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.89M -$665K -11,112 -19%
SW
693
SkyOak Wealth
Michigan
$2.88M -$4.79K -80 -0.2%
HFM
694
Hartford Financial Management
Connecticut
$2.88M
IA
695
Icon Advisers
Colorado
$2.88M
FBT
696
First Bankers Trust
Kentucky
$2.87M -$15.6K -260 -0.5%
QSS
697
Quantitative Systematic Strategies
Florida
$2.84M +$2.83M +47,352 New
VLKIM
698
Van Lanschot Kempen Investment Management
Netherlands
$2.83M +$357K +5,960 +14%
HSA
699
HBK Sorce Advisory
Pennsylvania
$2.82M +$4.79K +80 +0.2%
SEEDPG
700
S.E.E.D. Planning Group
New York
$2.81M -$79.5K -1,328 -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.