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
CNC
951
Citizens & Northern Corp
Pennsylvania
$1.28M +$18.7K +312 +1%
BRM
952
Boston Research & Management
Massachusetts
$1.28M +$425K +7,096 +50%
KFI
953
Key Financial Inc
Pennsylvania
$1.28M +$125K +2,096 +11%
TBA
954
Tower Bridge Advisors
Pennsylvania
$1.28M +$33.5K +560 +3%
NC
955
Nightview Capital
Texas
$1.28M -$1.21M -20,204 -49%
NFG
956
Next Financial Group
Texas
$1.27M -$46.7K -780 -4%
LIM
957
Leavell Investment Management
Alabama
$1.27M -$30.6K -512 -2%
BFA
958
Benedict Financial Advisors
Georgia
$1.27M +$1.2K +20 +0.1%
WKWM
959
Walter & Keenan Wealth Management
Indiana
$1.26M +$1.26M +21,012 New
ACS
960
Archford Capital Strategies
Illinois
$1.26M -$40.5K -676 -3%
CCA
961
Checchi Capital Advisers
California
$1.26M -$35.2K -588 -3%
CIA
962
Choate Investment Advisors
Massachusetts
$1.26M
KS
963
Karpas Strategies
Connecticut
$1.26M
DWT
964
Dorsey & Whitney Trust
South Dakota
$1.25M +$958 +16 +0.1%
CRWM
965
Castle Rock Wealth Management
California
$1.25M +$584K +9,760 +125%
WSCM
966
Wellington Shields Capital Management
New York
$1.25M +$3.59K +60 +0.3%
V
967
VeraBank
Texas
$1.25M -$2.39K -40 -0.2%
SAM
968
Strategy Asset Managers
California
$1.25M +$169K +2,828 +16%
MCM
969
Mitchell Capital Management
Kansas
$1.24M +$13.6K +228 +1%
BP
970
BBR Partners
New York
$1.24M -$1.52M -25,344 -55%
MA
971
Mutual Advisors
Nebraska
$1.24M +$80.2K +1,340 +7%
SIA
972
Strategic Investment Advisors
Michigan
$1.23M -$15.8K -264 -1%
CFA
973
Carroll Financial Associates
North Carolina
$1.22M +$79.2K +1,324 +7%
CAM
974
Cypress Asset Management
Texas
$1.22M -$58.4K -976 -5%
EGA
975
E&G Advisors
Texas
$1.22M -$7.18K -120 -0.6%

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.