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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
TRCT
751
Tower Research Capital (TRC)
New York
$2.29M +$1.03M +17,240 +83%
RA
752
RFG Advisory
Alabama
$2.28M +$1.25M +20,816 +121%
MIM
753
Montgomery Investment Management
Maryland
$2.28M -$71.8K -1,200 -3%
HCA
754
Harbour Capital Advisors
Virginia
$2.26M +$20.4K +340 +0.9%
PTC
755
Philadelphia Trust Company
Pennsylvania
$2.26M +$2.25M +37,580 New
ATC
756
Adirondack Trust Company
New York
$2.25M -$37.1K -620 -2%
BAM
757
Belpointe Asset Management
Nevada
$2.24M +$19.6K +328 +0.9%
LF
758
Lee Financial
Texas
$2.23M -$26.1K -436 -1%
MFAM
759
Motley Fool Asset Management
Virginia
$2.22M +$356K +5,940 +19%
PFSC
760
Peoples Financial Services Corp
Pennsylvania
$2.22M
JWCA
761
J.W. Cole Advisors
Florida
$2.22M +$1.65M +27,536 +293%
AAP
762
Aristotle Atlantic Partners
Florida
$2.21M +$594K +9,916 +37%
VPIM
763
Vanguard Personalized Indexing Management
California
$2.19M -$321K -5,356 -13%
MCIA
764
Mountain Capital Investment Advisors
Colorado
$2.18M +$1.77M +29,592 +509%
MC
765
Maverick Capital
Texas
$2.16M +$2.07M +34,544 +2,340%
SACTSONJ
766
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.16M
LC
767
LNZ Capital
New York
$2.16M +$2.15M +36,000 New
BA
768
Bristlecone Advisors
Washington
$2.16M +$92.2K +1,540 +4%
BBNA
769
Bremer Bank National Association
Minnesota
$2.14M +$1.55M +25,876 +264%
HB
770
Homrich & Berg
Georgia
$2.14M +$600K +10,016 +39%
MIM
771
Moseley Investment Management
Florida
$2.14M +$249K +4,160 +13%
GFPC
772
Global Financial Private Capital
Florida
$2.14M +$29.4K +492 +1%
AIL
773
AGF Investments LLC
Ontario, Canada
$2.13M -$532K -8,880 -20%
PG
774
Patten Group
Tennessee
$2.11M -$35.4K -592 -2%
WIS
775
Wright Investors Service
Connecticut
$2.1M -$88.1K -1,472 -4%

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.