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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
CGL
1051
Clarius Group LLC
Washington
$989K +$93.1K +1,556 +10%
IA
1052
IFG Advisory
Georgia
$988K +$91.7K +1,532 +10%
CAM
1053
Centre Asset Management
New York
$979K +$38.3K +640 +4%
CT
1054
Clearstead Trust
Maine
$977K -$1.8M -30,064 -65%
ACM
1055
Adalta Capital Management
New York
$977K -$134K -2,240 -12%
SFA
1056
Sequoia Financial Advisors
Ohio
$974K +$15.1K +252 +2%
GC
1057
Grimes & Company
Massachusetts
$969K
BFM
1058
Boothbay Fund Management
New York
$962K -$535K -8,940 -36%
CP
1059
Covenant Partners
Tennessee
$959K +$283K +4,728 +42%
RB
1060
Rodgers Brothers
Pennsylvania
$958K +$72.5K +1,212 +8%
IIA
1061
ICW Investment Advisors
Arizona
$957K -$3.83K -64 -0.4%
HVIA
1062
Hudson Valley Investment Advisors
New York
$954K -$36.9K -616 -4%
SLG
1063
Stanley-Laman Group
Pennsylvania
$950K -$500K -8,360 -35%
BIM
1064
Baldwin Investment Management
Pennsylvania
$948K +$12K +200 +1%
EFS
1065
Essex Financial Services
Connecticut
$947K -$53.2K -888 -5%
BBHC
1066
Brown Brothers Harriman & Co
New York
$946K -$48.4K -808 -5%
AP
1067
Atwood & Palmer
Missouri
$942K
QCG
1068
Quadrant Capital Group
Ohio
$941K -$300K -5,016 -24%
IWM
1069
IHT Wealth Management
Illinois
$940K -$313K -5,228 -25%
MMPW
1070
Mitchell McLeod Pugh & Williams
Alabama
$939K +$220K +3,680 +31%
WSC
1071
Wellington Shields & Co
New York
$937K
MCM
1072
Murphy Capital Management
New Jersey
$935K
OSAM
1073
O'Shaughnessy Asset Management
Connecticut
$935K +$792K +13,240 +567%
WA
1074
Wealth Alliance
New York
$934K -$5.03K -84 -0.5%
DAC
1075
Dividend Assets Capital
South Carolina
$932K +$652K +10,900 +236%

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.