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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
826
Patton Fund Management
Texas
$1.74M -$435K -7,268 -20%
Cetera Investment Advisers
827
Cetera Investment Advisers
Illinois
$1.73M -$36.4K -608 -2%
CTA
828
Colonial Trust Advisors
South Carolina
$1.72M
NISOA
829
National Investment Services of America
Wisconsin
$1.72M -$33K -552 -2%
TSWM
830
Triangle Securities Wealth Management
North Carolina
$1.72M -$29.9K -500 -2%
CFGS
831
Concourse Financial Group Securities
Alabama
$1.71M -$46.4K -776 -3%
MCM
832
Maryland Capital Management
Maryland
$1.7M +$12.2K +204 +0.7%
EHWM
833
Eads & Heald Wealth Management
Georgia
$1.7M -$76.9K -1,284 -4%
FI
834
FormulaFolio Investments
Michigan
$1.67M +$344K +5,752 +26%
APA
835
American Portfolios Advisors
New York
$1.67M +$182K +3,048 +12%
WIC
836
Wilkins Investment Counsel
Massachusetts
$1.66M
PWM
837
Perigon Wealth Management
California
$1.66M +$29.2K +488 +2%
CCM
838
Cadence Capital Management
Massachusetts
$1.66M +$1.66M +27,664 New
Dodge & Cox
839
Dodge & Cox
California
$1.66M -$44.3K -740 -3%
AIM
840
Anchor Investment Management
South Carolina
$1.66M
CCG
841
Cypress Capital Group
Florida
$1.65M -$131K -2,184 -7%
LBC
842
Lawrence B. Cohen
$1.65M +$97K +1,620 +6%
BO
843
Bank OZK
Arkansas
$1.65M +$2.15K +36 +0.1%
DSC
844
Duncker Streett & Co
Missouri
$1.64M -$9.58K -160 -0.6%
P
845
Pitcairn
Pennsylvania
$1.64M +$65.8K +1,100 +4%
RIM
846
Rampart Investment Management
Connecticut
$1.64M +$707K +11,812 +77%
PPW
847
Parcion Private Wealth
Washington
$1.63M +$259K +4,324 +20%
DTL
848
Dynamic Technology Lab
Singapore
$1.63M +$1.63M +27,208 New
Luther King Capital Management (LKCM)
849
Luther King Capital Management (LKCM)
Texas
$1.63M +$25.9K +432 +2%
FAAS
850
First Allied Advisory Services
California
$1.63M -$82.1K -1,372 -5%

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.