We are live on ! Find out more
NEE icon

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
GEA
876
Glen Eagle Advisors
New Jersey
$1.53M +$65.1K +1,088 +4%
TW
877
TrinityPoint Wealth
Connecticut
$1.52M +$354K +5,908 +30%
GWM
878
Geneos Wealth Management
Colorado
$1.52M -$46.7K -780 -3%
HCM
879
Hall Capital Management
Rhode Island
$1.51M +$104K +1,732 +7%
CC
880
Cannell & Co
New York
$1.51M
MIC
881
Means Investment Company
Maine
$1.51M
BIA
882
Bigelow Investment Advisors
Maine
$1.5M -$3.59K -60 -0.2%
WPP
883
Whalerock Point Partners
Rhode Island
$1.5M +$245K +4,100 +20%
LCM
884
Liberty Capital Management
Michigan
$1.5M +$305K +5,092 +26%
CPA
885
Court Place Advisors
Maryland
$1.49M -$12K -200 -0.8%
SLT
886
St Louis Trust
Missouri
$1.49M
CCA
887
Catalyst Capital Advisors
New York
$1.49M +$79.7K +1,332 +6%
LNC
888
Lincoln National Corp
Pennsylvania
$1.49M +$170K +2,836 +13%
BO
889
BRR OpCo
Ohio
$1.49M -$18.4K -308 -1%
CFMC
890
Curbstone Financial Management Corp
New Hampshire
$1.48M -$35.9K -600 -2%
BCM
891
BTR Capital Management
California
$1.48M +$39.3K +656 +3%
HPCM
892
High Pointe Capital Management
Illinois
$1.48M
AWM
893
Altavista Wealth Management
North Carolina
$1.48M
SM
894
Sciencast Management
New Jersey
$1.48M +$1.35M +22,612 New
CFS
895
CRA Financial Services
New Jersey
$1.47M +$958 +16 +0.1%
IF
896
Intrua Financial
Texas
$1.45M +$1.22M +20,436 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
897
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.45M +$848K +14,164 +142%
TNB
898
Thomasville National Bank
Georgia
$1.45M -$202K -3,368 -12%
WA
899
WESPAC Advisors
California
$1.44M +$1.44M +24,056 New
CIC
900
Cutler Investment Counsel
Oregon
$1.44M

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.