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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
FNC
1126
First National Corp
Massachusetts
$839K +$168K +2,812 +25%
WA
1127
WealthTrust Axiom
Pennsylvania
$831K
EH
1128
Equitable Holdings
New York
$830K +$167K +2,784 +25%
IIM
1129
Ipswich Investment Management
Massachusetts
$828K -$47.9K -800 -5%
VVP
1130
Venture Visionary Partners
Ohio
$825K +$43.6K +728 +6%
OFW
1131
Omnia Family Wealth
Florida
$823K -$149K -2,488 -15%
SBSB
1132
Sullivan, Bruyette, Speros & Blaney
Virginia
$819K -$102K -1,700 -11%
SC
1133
Searle & Co
Connecticut
$819K
BFA
1134
Brendel Financial Advisors
New Hampshire
$817K -$2.15K -36 -0.3%
HEIP
1135
Hudson Edge Investment Partners
New Jersey
$812K -$5.75K -96 -0.7%
BHB
1136
Bank Hapoalim BM
Israel
$812K +$45.7K +764 +6%
BCM
1137
Beck Capital Management
Texas
$812K +$61.1K +1,020 +8%
AGM
1138
Alpine Global Management
New York
$812K +$810K +13,532 New
PCG
1139
Private Capital Group
Connecticut
$807K +$31.8K +532 +4%
GIA
1140
Gateway Investment Advisers
Ohio
$806K -$233K -3,900 -23%
IAIM
1141
International Assets Investment Management
Florida
$805K +$4.79K +80 +0.6%
BAM
1142
Barrett Asset Management
New York
$805K +$108K +1,800 +16%
AIC
1143
Ayalon Insurance Company
Israel
$800K +$778K +13,000 New
BFC
1144
Bedel Financial Consulting
Indiana
$798K -$25.1K -420 -3%
ECM
1145
Exchange Capital Management
Michigan
$788K
MCM
1146
Maple Capital Management
Vermont
$786K -$70.9K -1,184 -8%
SBIA
1147
Sheaff Brock Investment Advisors
Indiana
$780K
RG
1148
Renaissance Group
Kentucky
$775K +$772K +12,900 New
ECM
1149
EagleClaw Capital Management
Massachusetts
$774K -$469K -7,832 -38%
MIC
1150
Meridian Investment Counsel
California
$771K

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.