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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
SP
76
Sarasin & Partners
United Kingdom
$158M -$4.38M -73,240 -3%
Citadel Advisors
77
Citadel Advisors
Florida
$158M +$157M +2,629,048 +33,078%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$155M +$11.3M +188,708 +8%
AG
79
Aperio Group
California
$153M -$18M -301,224 -11%
WHRC
80
W.H. Reaves & Co
New Jersey
$151M +$2.72M +45,476 +2%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$150M +$35.3M +589,696 +31%
DPIM
82
Duff & Phelps Investment Management
Illinois
$150M +$2.35M +39,292 +2%
Korea Investment Corp
83
Korea Investment Corp
South Korea
$149M +$2.35M +39,200 +2%
SEI Investments
84
SEI Investments
Pennsylvania
$146M +$7.97M +133,092 +6%
Janus Henderson Group
85
Janus Henderson Group
United Kingdom
$146M -$72.9M -1,217,476 -33%
Nordea Investment Management
86
Nordea Investment Management
Sweden
$146M +$74M +1,236,616 +103%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$144M +$5.53M +92,468 +4%
Citigroup
88
Citigroup
New York
$142M -$17.9M -298,800 -11%
National Pension Service
89
National Pension Service
South Korea
$142M +$16.6M +277,344 +13%
MWNA
90
Marshall Wace North America
New York
$141M +$17.7M +295,368 +14%
Truist Financial
91
Truist Financial
North Carolina
$139M +$3.37M +56,304 +2%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$137M +$9.65M +161,180 +8%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$134M +$29.1M +486,740 +28%
AAMU
94
AEGON Asset Management (UK)
United Kingdom
$134M -$4.18M -69,784 -3%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$132M -$1.54M -25,728 -1%
KeyBank National Association
96
KeyBank National Association
Ohio
$132M +$714K +11,932 +0.5%
EIP
97
Energy Income Partners
Connecticut
$128M -$7.89M -131,836 -6%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$128M +$5.17M +86,348 +4%
Canada Life
99
Canada Life
Manitoba, Canada
$127M -$2.63M -43,884 -2%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$127M +$19.1M +319,180 +18%

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.