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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
PFM
776
Parsec Financial Management
North Carolina
$2.09M +$2.39K +40 +0.1%
M
777
Mirova
France
$2.09M +$249K +4,160 +14%
BAMF
778
BI Asset Management Fondsmaeglerselskab
Denmark
$2.08M +$246K +4,104 +13%
KC
779
Knuff & Co
California
$2.06M +$312K +5,212 +18%
ACM
780
Azimuth Capital Management
Michigan
$2.05M -$138K -2,300 -6%
TNBTD
781
Trustmark National Bank Trust Department
Mississippi
$2.05M +$333K +5,568 +19%
BEI
782
Benjamin Edwards Inc
Missouri
$2.05M +$1.41M +23,572 +224%
TJHA
783
Thomas J. Herzfeld Advisors
Florida
$2.04M -$474K -7,912 -21%
TA
784
TFG Advisers
Michigan
$2.04M +$110K +1,836 +6%
AF
785
Arrow Financial
New York
$2.04M +$101K +1,680 +5%
AAS
786
Avantax Advisory Services
Texas
$2.04M +$207K +3,456 +11%
CSM
787
CAMG Solamere Management
North Carolina
$2.04M -$88.6K -1,480 -4%
SC
788
Savant Capital
Illinois
$2.03M -$13.6K -228 -0.7%
CAM
789
Cresset Asset Management
Illinois
$2.01M +$259K +4,324 +15%
CFFP
790
Center for Financial Planning
Michigan
$2M -$5.51K -92 -0.3%
NFG
791
Nations Financial Group
Iowa
$1.98M -$7.42K -124 -0.4%
SVWAG
792
Sound View Wealth Advisors Group
Georgia
$1.98M +$101K +1,692 +5%
CSIC
793
Clifford Swan Investment Counsel
California
$1.97M
AWM
794
Avitas Wealth Management
California
$1.96M +$1.23M +20,516 +170%
FCM
795
Firestone Capital Management
Florida
$1.95M
OIA
796
OneDigital Investment Advisors
Kansas
$1.95M +$32.8K +548 +2%
S
797
SignatureFD
Georgia
$1.94M -$42.6K -712 -2%
SOAMC
798
Spirit of America Management Corp
New York
$1.91M +$144K +2,400 +8%
QIM
799
Quantitative Investment Management
Virginia
$1.91M +$6.22K +104 +0.3%
CWM
800
Chesapeake Wealth Management
Virginia
$1.9M +$63.4K +1,060 +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.