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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
CWM
801
Cordatus Wealth Management
Pennsylvania
$1.89M +$12.9K +216 +0.7%
AIC
802
Archer Investment Corporation
Indiana
$1.89M +$14.1K +236 +0.8%
FHA
803
First Horizon Advisors
Tennessee
$1.87M +$30.6K +512 +2%
LFAS
804
Level Four Advisory Services
Texas
$1.87M -$140K -2,332 -7%
MWM
805
Minot Wealth Management
Massachusetts
$1.86M +$86K +1,436 +5%
FCM
806
Fortis Capital Management
Washington
$1.86M +$899K +15,016 +94%
BS
807
Boenning & Scattergood
Pennsylvania
$1.86M -$5.03K -84 -0.3%
GSBTD
808
Glenview State Bank Trust Department
Illinois
$1.85M -$20.6K -344 -1%
OC
809
Oakworth Capital
Alabama
$1.82M +$5.03K +84 +0.3%
JAFL
810
Jay A. Fishman Ltd
Michigan
$1.81M +$91K +1,520 +5%
LAIC
811
Lederer & Associates Investment Counsel
California
$1.81M +$1.8M +30,156 New
MOS
812
MGO One Seven
Ohio
$1.8M -$5.99K -100 -0.3%
CWM
813
Confluence Wealth Management
Oregon
$1.79M -$239 -4 -0%
FNBOMD
814
First National Bank of Mount Dora
Florida
$1.79M -$474K -7,916 -21%
GPA
815
Garrison Point Advisors
California
$1.78M -$3.59K -60 -0.2%
APP
816
Avantax Planning Partners
Iowa
$1.78M +$75.2K +1,256 +4%
EWM
817
Evermay Wealth Management
Virginia
$1.78M +$9.58K +160 +0.5%
LSV Asset Management
818
LSV Asset Management
Illinois
$1.77M
JCM
819
Jacobi Capital Management
Pennsylvania
$1.77M -$3.11K -52 -0.2%
BAM
820
Berkshire Asset Management
Pennsylvania
$1.77M -$110K -1,840 -6%
NSIM
821
North Star Investment Management
Illinois
$1.76M -$502K -8,392 -22%
SC
822
Slow Capital
California
$1.75M -$205K -3,428 -11%
NC
823
Nicholas Company
Wisconsin
$1.74M +$1.74M +29,000 New
CI
824
Conning Inc
Connecticut
$1.74M -$87.4K -1,460 -5%
MAFM
825
Mid Atlantic Financial Management
Pennsylvania
$1.74M -$423K -7,068 -20%

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.