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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
VF
926
Virtu Financial
New York
$1.37M +$1.36M +22,748 New
CS
927
Comerica Securities
Michigan
$1.36M +$24.4K +408 +2%
ACM
928
Argent Capital Management
Missouri
$1.36M
BP
929
Ballentine Partners
Massachusetts
$1.35M -$13.2K -220 -1%
LWM
930
Laidlaw Wealth Management
New York
$1.35M +$101K +1,692 +8%
DA
931
Dillon & Associates
Michigan
$1.35M +$2.39K +40 +0.2%
CAL
932
Capital Analysts LLC
Pennsylvania
$1.34M -$32.6K -544 -2%
Edgewood Management
933
Edgewood Management
Connecticut
$1.34M
TAM
934
Taurus Asset Management
New York
$1.34M -$12K -200 -0.9%
RPC
935
Rossmore Private Capital
Connecticut
$1.34M +$300K +5,020 +29%
MFW
936
Mosaic Family Wealth
Missouri
$1.34M +$958 +16 +0.1%
ABTD
937
Arvest Bank Trust Division
Oklahoma
$1.33M -$36.4K -608 -3%
CCC
938
Chelsea Counsel Company
California
$1.32M +$50K +836 +4%
YWP
939
YorkBridge Wealth Partners
New York
$1.32M -$36.9K -616 -3%
AWM
940
Arbor Wealth Management
Florida
$1.32M -$41.7K -696 -3%
LS
941
Livforsakringsbolaget Skandia
Sweden
$1.32M +$71.8K +1,200 +6%
AWA
942
Arete Wealth Advisors
Illinois
$1.32M -$187K -3,132 -12%
Kovitz Investment Group Partners
943
Kovitz Investment Group Partners
Illinois
$1.31M -$106K -1,764 -7%
SW
944
StrongBox Wealth
Missouri
$1.31M +$500K +8,348 +62%
BDF
945
Balasa Dinverno & Foltz
$1.3M -$78.8K -1,316 -6%
Verition Fund Management
946
Verition Fund Management
Connecticut
$1.3M +$1.3M +21,712 New
QT
947
Quantbot Technologies
New York
$1.3M +$1.09M +18,204 +523%
PWA
948
Providence Wealth Advisors
Illinois
$1.3M
GFS
949
GYL Financial Synergies
Connecticut
$1.29M +$104K +1,732 +9%
RAM
950
Roanoke Asset Management
New Jersey
$1.28M -$110K -1,840 -8%

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.