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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
SWM
1076
SeaCrest Wealth Management
New York
$931K -$19.4K -324 -2%
NAMP
1077
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$930K +$5.99K +100 +0.7%
BCM
1078
Brookstone Capital Management
Illinois
$928K +$64.2K +1,072 +7%
AF
1079
Advisornet Financial
Minnesota
$926K -$28.7K -480 -3%
CCM
1080
Copeland Capital Management
Pennsylvania
$923K -$503K -8,400 -35%
MMG
1081
Monetary Management Group
Missouri
$922K +$263K +4,400 +40%
FIM
1082
Freedom Investment Management
Connecticut
$917K +$275K +4,588 +43%
ACM
1083
AlphaCrest Capital Management
New York
$915K -$914K -15,276 -50%
SWA
1084
Sutton Wealth Advisors
Florida
$914K +$1.44K +24 +0.2%
LBC
1085
Lowe Brockenbrough & Co
Virginia
$914K -$4.79K -80 -0.5%
PGIM
1086
Pacific Global Investment Management
California
$913K -$718 -12 -0.1%
WB
1087
Webster Bank
Connecticut
$911K -$11.7K -196 -1%
FCB
1088
First Command Bank
Texas
$908K +$51.2K +856 +6%
FCFS
1089
First Command Financial Services
Texas
$908K +$51.2K +856 +6%
GWMIA
1090
Global Wealth Management Investment Advisory
Florida
$907K -$4.07K -68 -0.4%
WANY
1091
Wealthspire Advisors (New York)
New York
$906K -$2.66M -44,524 -75%
CIA
1092
CSat Investment Advisory
Michigan
$904K -$104K -1,740 -10%
PFBT
1093
Parkside Financial Bank & Trust
Missouri
$902K +$6.94K +116 +0.8%
IP
1094
Isthmus Partners
Wisconsin
$900K -$12K -200 -1%
Tudor Investment Corp
1095
Tudor Investment Corp
Connecticut
$898K +$895K +14,960 New
CA
1096
Clearstead Advisors
Ohio
$896K
HIC
1097
Hartline Investment Corp
Illinois
$895K
RCA
1098
Rowland Carmichael Advisors
Arizona
$895K +$172K +2,868 +24%
BFA
1099
Beaumont Financial Advisors
Massachusetts
$895K +$184K +3,080 +26%
CG
1100
Caprock Group
Idaho
$894K +$134K +2,244 +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.