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NextEra Energy
NEE

2,129 hedge funds and large institutions have $118B invested in NextEra Energy in 2020 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 837 increasing their positions, 751 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 63

12% more funds holding

Funds holding: 1,909 → 2,129 (+220)

11% more repeat investments, than reductions

Existing positions increased: 837 | Existing positions reduced: 751

11% more capital invested

Capital invested by funds: $106B → $118B (+$12B)

4% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.17B

2% less funds holding in top 10

Funds holding in top 10: 93 → 91 (-2)

235.58% less ownership

Funds ownership: 313.22% → 77.64% (-236%)

Holders
2,129
Holders Change
+220
Holders Change %
+11.52%
% of All Funds
37.67%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.61%
New
310
Increased
837
Reduced
751
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

Rank Fund Capital Flow
1
BG
Bahl & Gaynor
Ohio
+$523M
2
Capital International Investors
Capital International Investors
California
+$293M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$163M
4
Norges Bank
Norges Bank
Norway
+$122M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$915M
2
State Street
State Street
Massachusetts
-$266M
3
JP Morgan Chase
JP Morgan Chase
New York
-$202M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
DZ Bank
DZ Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$221M +$6.64M +88,730 +3%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$219M +$16.2M +216,976 +8%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$219M +$14.5M +194,375 +7%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$213M -$32.5M -434,546 -14%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$212M +$1.26M +16,793 +0.6%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$211M +$46.8M +625,933 +29%
RPI
82
Railway Pension Investments
United Kingdom
$207M +$314K +4,200 +0.2%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$202M -$5.72M -76,402 -3%
SEI Investments
84
SEI Investments
Pennsylvania
$201M +$3.91M +52,225 +2%
AG
85
Aperio Group
California
$195M -$645K -8,625 -0.3%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$194M -$7.93M -105,959 -4%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$191M -$8.49M -113,506 -4%
Citadel Advisors
88
Citadel Advisors
Florida
$191M +$40.7M +544,439 +28%
Truist Financial
89
Truist Financial
North Carolina
$190M +$14.3M +191,086 +8%
DPIM
90
Duff & Phelps Investment Management
Illinois
$190M +$1.58M +21,080 +0.9%
National Pension Service
91
National Pension Service
South Korea
$186M +$3.25M +43,476 +2%
AQR Capital Management
92
AQR Capital Management
Connecticut
$185M +$3.27M +43,671 +2%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$184M +$4.68M +62,529 +3%
Millennium Management
94
Millennium Management
New York
$183M +$99.5M +1,330,634 +128%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$168M +$224K +3,000 +0.1%
KeyBank National Association
96
KeyBank National Association
Ohio
$167M -$595K -7,949 -0.4%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$167M +$1.1M +14,707 +0.7%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$163M +$3.18M +42,446 +2%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$162M +$17M +226,793 +12%
SCCM
100
Schafer Cullen Capital Management
New York
$157M -$20.5M -273,442 -12%
2 3
4
5 6

NEE Hedge Fund Activity: Q4 2020 in Review

2,129 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2020, worth a combined $118B — up 11% from $106B a quarter earlier.

Buyers outnumbered sellers: 310 funds opened new NEE positions and 63 closed out — a net gain of 247 holders — while 837 added to existing stakes and 751 trimmed.

The largest buyer was Bahl & Gaynor, adding an estimated $523M. The largest seller was T. Rowe Price Associates, cutting an estimated $915M.

  • 2,129 institutional investors held NextEra Energy (NEE) as of Q4 2020, up from 1,909 in Q3 2020.
  • Funds reported $118B of NextEra Energy stock for Q4 2020, up 11% quarter-over-quarter.
  • 310 funds opened new NextEra Energy positions in Q4 2020 and 63 closed out, a net change of +247 holders.
  • The largest NextEra Energy buyer in Q4 2020 was Bahl & Gaynor, an estimated $523M added.
  • The largest NextEra Energy seller in Q4 2020 was T. Rowe Price Associates, an estimated $915M sold.

Based on aggregated 13F filings for Q4 2020.