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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
ANTB
701
AMG National Trust Bank
Colorado
$2.81M +$2.57M +42,940 +1,110%
CK
702
Cohen Klingenstein
New York
$2.79M
QC
703
Quadrature Capital
United Kingdom
$2.77M +$2.76M +46,120 New
ASN
704
Advisory Services Network
Georgia
$2.76M +$221K +3,684 +9%
IRF
705
IBM Retirement Fund
New York
$2.75M -$27.5K -460 -1%
TCBWMS
706
Texas Capital Bank Wealth Management Services
Texas
$2.75M +$510K +8,528 +23%
ACI
707
Alpha Cubed Investments
California
$2.75M +$109K +1,820 +4%
KA
708
Kovack Advisors
Florida
$2.73M -$1.24M -20,712 -31%
JWCA
709
J.W. Coons Advisors
Ohio
$2.72M +$95.5K +1,596 +4%
BCMO
710
Buckingham Capital Management (Ohio)
Ohio
$2.72M -$1.13M -18,800 -29%
Walleye Capital
711
Walleye Capital
New York
$2.7M +$116K +1,940 +5%
BSW
712
Buckingham Strategic Wealth
Missouri
$2.7M -$673K -11,252 -20%
CHC
713
City Holding Co
West Virginia
$2.7M +$174K +2,912 +7%
SC
714
SouthState Corp
Florida
$2.68M +$78K +1,304 +3%
DLCIG
715
D.L. Carlson Investment Group
New Hampshire
$2.66M +$367K +6,128 +16%
WAM
716
Wealthspire Advisors (Maryland)
Maryland
$2.65M -$177K -2,960 -6%
MWM
717
Mattern Wealth Management
Kansas
$2.61M +$223K +3,720 +9%
AAS
718
Annex Advisory Services
Wisconsin
$2.6M +$48.1K +804 +2%
PAS
719
Park Avenue Securities
New York
$2.6M +$367K +6,132 +17%
CIA
720
Capital Investment Advisors
Georgia
$2.58M +$409K +6,832 +19%
EP
721
Eudaimonia Partners
Tennessee
$2.58M +$141K +2,360 +6%
LSA
722
L & S Advisors
California
$2.57M -$826K -13,804 -24%
PGAM
723
Princeton Global Asset Management
New Jersey
$2.56M +$262K +4,372 +11%
SCM
724
Schnieders Capital Management
California
$2.54M +$12.9K +216 +0.5%
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$2.53M

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.