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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
PWP
901
Private Wealth Partners
California
$1.44M -$29.9K -500 -2%
RMA
902
Roffman Miller Associates
Pennsylvania
$1.44M +$498K +8,312 +53%
WEC
903
Winslow Evans & Crocker
Massachusetts
$1.43M +$12K +200 +0.8%
BMC
904
Beaton Management Company
Massachusetts
$1.42M
NGA
905
Naples Global Advisors
Florida
$1.42M -$41.4K -692 -3%
MIAS
906
Mason Investment Advisory Services
Virginia
$1.42M +$80.9K +1,352 +6%
CIC
907
Crawford Investment Counsel
Georgia
$1.42M +$1.2K +20 +0.1%
LW
908
Linscomb Wealth
Texas
$1.42M +$86.7K +1,448 +7%
WPA
909
West Paces Advisors
Georgia
$1.41M +$34.2K +572 +2%
LCM
910
LVM Capital Management
Michigan
$1.41M -$85.2K -1,424 -6%
MWM
911
Meridian Wealth Management
Kentucky
$1.41M -$984K -16,440 -41%
IC
912
IEQ Capital
California
$1.41M -$238K -3,972 -14%
1SB
913
1ST Source Bank
Indiana
$1.4M +$20.4K +340 +1%
PMA
914
Prudent Man Advisors
Illinois
$1.4M +$1.4M +23,348 New
CT
915
Chicago Trust
Illinois
$1.4M +$239K +4,000 +21%
WTC
916
WhitTier Trust Company
Nevada
$1.4M -$46.7K -780 -3%
JIC
917
Joel Isaacson & Co
New York
$1.39M -$29.7K -496 -2%
HL
918
HeadInvest LLC
Maine
$1.39M +$304K +5,084 +28%
GBT
919
Grove Bank & Trust
Florida
$1.39M +$5.27K +88 +0.4%
TCM
920
Telos Capital Management
California
$1.39M -$25.9K -432 -2%
EFSCE
921
Enterprise Financial Services Corp (EFSC)
Missouri
$1.39M -$10.3K -172 -0.7%
ANRIA
922
American National Registered Investment Advisor
Texas
$1.38M
DI
923
DAGCO Inc
Ohio
$1.38M -$5.99K -100 -0.4%
HIS
924
Horizon Investment Services
Indiana
$1.37M -$5.03K -84 -0.4%
JAM
925
Jupiter Asset Management
United Kingdom
$1.37M +$1.37M +22,828 New

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.