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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
GRP
1201
Global Retirement Partners
California
$682K -$239 -4 -0%
HIM
1202
Hotaling Investment Management
Pennsylvania
$682K +$436K +7,276 +178%
MCP
1203
Mirador Capital Partners
California
$681K
SS
1204
Sunbelt Securities
Texas
$679K -$349K -5,836 -34%
VC
1205
Veracity Capital
Georgia
$678K +$39K +652 +6%
OPPTF
1206
OPSEU Pension Plan Trust Fund
Ontario, Canada
$677K -$1.19M -19,920 -64%
VCM
1207
Vigilant Capital Management
Maine
$677K +$295K +4,932 +78%
BWM
1208
Buckley Wealth Management
Nevada
$675K -$46.2K -772 -6%
HFG
1209
Heron Financial Group
New York
$674K +$111K +1,856 +22%
FPIS
1210
Financial Planning & Information Services
Wisconsin
$673K
MCM
1211
McRae Capital Management
New Jersey
$672K
HC
1212
HNP Capital
New York
$670K +$68K +1,136 +12%
MCM
1213
McMillion Capital Management
North Carolina
$669K +$10.8K +180 +2%
BAS
1214
Brown Advisory Securities
Maryland
$668K
SFSIG
1215
San Francisco Sentry Investment Group
California
$667K -$124K -2,064 -16%
GAM
1216
Gotham Asset Management
New York
$666K -$542K -9,056 -45%
GJIC
1217
Gamble Jones Investment Counsel
California
$665K
CWM
1218
Connecticut Wealth Management
Connecticut
$664K -$6.94K -116 -1%
ALAM
1219
Asahi Life Asset Management
Japan
$663K +$204K +3,400 +45%
RP
1220
Rowlandmiller & Partners
Georgia
$663K -$10.5K -176 -2%
QI
1221
Qtron Investments
Massachusetts
$660K
MCA
1222
Mercer Capital Advisers
New Jersey
$660K +$120K +2,000 +22%
LC
1223
LCNB Corp
Ohio
$659K +$49.1K +820 +8%
NEI
1224
Northwest & Ethical Investments
Ontario, Canada
$656K +$127K +2,120 +24%
SAM
1225
Summit Asset Management
Tennessee
$655K +$19.4K +324 +3%

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.