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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
CCM
1176
Compton Capital Management
Rhode Island
$721K +$47.9K +800 +7%
SEC
1177
Seven Eight Capital
New York
$721K +$718K +12,000 New
RSWM
1178
Robertson Stephens Wealth Management
California
$720K -$79K -1,320 -10%
DW
1179
Domani Wealth
Pennsylvania
$718K
PIA
1180
Pinion Investment Advisors
Kansas
$718K +$55.1K +920 +8%
ACM
1181
Aljian Capital Management
Nevada
$717K +$61.5K +1,028 +9%
BSB
1182
Bangor Savings Bank
Maine
$716K
FCBT
1183
First Citizens Bank & Trust
North Carolina
$715K -$78.8K -1,316 -10%
LF
1184
LifeSteps Financial
California
$714K
FNBOSM
1185
First National Bank of South Miami
Florida
$709K -$115K -1,928 -14%
RIL
1186
Rothschild Investment LLC
Illinois
$708K -$42.9K -716 -6%
BWP
1187
Bernardo Wealth Planning
Pennsylvania
$708K -$13.9K -232 -2%
SFM
1188
Signet Financial Management
New Jersey
$703K
ACM
1189
Anfield Capital Management
California
$703K +$10.1K +168 +2%
TP
1190
Tranquility Partners
Tennessee
$702K -$9.58K -160 -1%
AIP
1191
Almanack Investment Partners
Pennsylvania
$699K -$237K -3,960 -25%
DAS
1192
Dynamic Advisor Solutions
Arizona
$699K +$34.5K +576 +5%
OFG
1193
Oxford Financial Group
Indiana
$695K
XWM
1194
Xcel Wealth Management
Florida
$693K +$283K +4,728 +69%
SFS
1195
Sowell Financial Services
Arkansas
$692K -$24.7K -412 -3%
CPIG
1196
Chicago Partners Investment Group
Illinois
$690K +$3.11K +52 +0.5%
PA
1197
PFG Advisors
Arizona
$690K +$60.3K +1,008 +10%
SFG
1198
Summit Financial Group
West Virginia
$688K
SAM
1199
S.A. Mason
Michigan
$685K -$12K -200 -2%
AIC
1200
Ameritas Investment Company
Nebraska
$682K -$669K -11,180 -50%

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.