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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
Koshinski Asset Management
1101
Koshinski Asset Management
Illinois
$892K +$20.8K +348 +2%
DT
1102
Diversified Trust
Tennessee
$891K -$125K -2,092 -12%
APG
1103
Abacus Planning Group
South Carolina
$888K +$23.7K +396 +3%
PTP
1104
Platform Technology Partners
New York
$885K -$10.1K -168 -1%
JWBC
1105
J.W. Burns & Co
New York
$882K +$18K +300 +2%
CC
1106
Cipher Capital
New York
$882K +$879K +14,688 New
11A
1107
10-15 Associates
New York
$881K -$64.2K -1,072 -7%
HAIM
1108
Hunter Associates Investment Management
Pennsylvania
$880K +$186K +3,100 +27%
IDBONY
1109
Israel Discount Bank of New York
New York
$878K +$302K +5,040 +53%
LOIM
1110
Liberty One Investment Management
Illinois
$877K +$874K +14,600 New
SP
1111
Successful Portfolios
Florida
$876K +$23.9K +400 +3%
SRSA
1112
S.R. Schill & Associates
Washington
$871K
LMAM
1113
Legg Mason Asset Management
Japan
$870K +$13.2K +220 +2%
FC
1114
Forte Capital
New York
$870K +$867K +14,488 New
WWM
1115
Western Wealth Management
Colorado
$869K -$106K -1,764 -11%
CPSC
1116
Carl P. Sherr & Co
Massachusetts
$865K
MLL
1117
Moody Lynn & Lieberson
Massachusetts
$865K +$26.3K +440 +3%
NAM
1118
NTV Asset Management
West Virginia
$862K -$42.4K -708 -5%
ACP
1119
Aviance Capital Partners
Florida
$861K +$29.2K +488 +4%
SWP
1120
Summit Wealth Partners
Florida
$861K +$239 +4 +0%
SP
1121
Symmetry Partners
Connecticut
$851K +$557K +9,308 +191%
SWA
1122
Stratos Wealth Advisors
Ohio
$847K +$105K +1,752 +14%
WIC
1123
Whitegate Investment Counselors
New Hampshire
$846K
SA
1124
Shilanski & Associates
Alaska
$846K +$843K +14,092 New
KWM
1125
Keebeck Wealth Management
Illinois
$841K -$878K -14,672 -51%

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.