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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
IGGA
1151
Iron Gate Global Advisors
Utah
$771K +$675K +11,276 New
BOPW
1152
Brandywine Oak Private Wealth
Pennsylvania
$770K +$65.6K +1,096 +9%
EF
1153
Empirical Finance
Pennsylvania
$767K +$96.2K +1,608 +14%
CFA
1154
CWS Financial Advisors
Michigan
$766K
AB
1155
Atlas Brown
Kentucky
$763K -$13.9K -232 -2%
SBF
1156
Sara-Bay Financial
Florida
$762K +$748K +12,504 New
FFA
1157
First Foundation Advisors
California
$760K -$50.3K -840 -6%
BG
1158
Berry Group
Massachusetts
$759K +$718 +12 +0.1%
AP
1159
Appleton Partners
Massachusetts
$758K -$40.7K -680 -5%
RWA
1160
River Wealth Advisors
Pennsylvania
$756K -$33.5K -560 -4%
Twin Tree Management
1161
Twin Tree Management
Texas
$751K -$1.78M -29,752 -70%
BW
1162
Bison Wealth
Georgia
$750K +$9.58K +160 +1%
LFG
1163
LifePlan Financial Group
Ohio
$748K
GAM
1164
Guinness Asset Management
United Kingdom
$745K +$263K +4,400 +55%
GVAG
1165
Great Valley Advisor Group
Delaware
$744K +$113K +1,880 +18%
KF
1166
Krilogy Financial
Missouri
$744K +$742K +12,392 New
RMAM
1167
Raab & Moskowitz Asset Management
New Jersey
$735K
CCM
1168
Carlson Capital Management
Minnesota
$734K +$86.2K +1,440 +15%
KFC
1169
Klingenstein Fields & Co
New York
$727K -$252K -4,212 -26%
FB
1170
Fulton Bank
Pennsylvania
$726K -$11.7K -196 -2%
BWM
1171
Baystate Wealth Management
Massachusetts
$726K +$258K +4,312 +55%
TCM
1172
Tributary Capital Management
Nebraska
$724K -$29.9K -500 -4%
PP
1173
PDS Planning
Ohio
$724K +$15.1K +252 +2%
Baillie Gifford & Co
1174
Baillie Gifford & Co
United Kingdom
$724K +$722K +12,056 New
WPC
1175
White Pine Capital
Minnesota
$722K -$53.9K -900 -7%

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.