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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
BMO
851
Beck Mack & Oliver
New York
$1.63M +$431K +7,200 +36%
EP
852
EPIQ Partners
Minnesota
$1.63M -$47.9K -800 -3%
EM
853
ELCO Management
New York
$1.62M
DJSG
854
D.J. St. Germain
Massachusetts
$1.62M +$46.2K +772 +3%
SW
855
SlateStone Wealth
Florida
$1.61M +$186K +3,100 +13%
AIM
856
AIA Investment Management
Singapore
$1.6M -$114K -1,904 -7%
CRC
857
Curi RMB Capital
Illinois
$1.6M -$2.15K -36 -0.1%
BRA
858
Bender Robert & Associates
California
$1.6M +$105K +1,760 +7%
NL
859
NVWM LLC
Pennsylvania
$1.6M +$860K +14,372 +117%
MUAMU
860
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.58M +$479K +8,000 +43%
BOS
861
Bank of Stockton
California
$1.58M +$137K +2,288 +10%
PWLP
862
Prio Wealth Limited Partnership
Massachusetts
$1.58M -$47.9K -800 -3%
DTC
863
Davidson Trust Company
Washington
$1.58M +$19.9K +332 +1%
AWM
864
Altium Wealth Management
New York
$1.58M +$172K +2,872 +12%
ST
865
Spinnaker Trust
Maine
$1.58M +$264K +4,416 +20%
FAM
866
Fred Alger Management
New York
$1.57M
MRCM
867
M&R Capital Management
New Jersey
$1.57M -$12K -200 -0.8%
OCG
868
Opus Capital Group
Ohio
$1.57M -$16K -268 -1%
FWM
869
Frontier Wealth Management
Missouri
$1.56M +$16.8K +280 +1%
FANJ
870
Financial Architects (New Jersey)
New Jersey
$1.55M -$221K -3,692 -12%
BAM
871
Blueshift Asset Management
New Jersey
$1.54M +$1.54M +25,724 New
HCM
872
HMS Capital Management
Tennessee
$1.54M +$130K +2,172 +9%
WSTAM
873
Wilbanks Smith & Thomas Asset Management
Virginia
$1.53M -$417K -6,968 -21%
Cerity Partners
874
Cerity Partners
New York
$1.53M -$146K -2,444 -9%
FNBTCON
875
First National Bank & Trust Co of Newtown
Pennsylvania
$1.53M -$27.3K -456 -2%

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.