We are live on ! Find out more
NEE icon

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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$126M +$3.19M +53,228 +3%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$126M +$16.2M +271,100 +15%
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$123M -$50.8M -848,800 -29%
Fidelity International
104
Fidelity International
Bermuda
$122M -$57.3M -957,028 -32%
US Bancorp
105
US Bancorp
Minnesota
$118M +$1.9M +31,724 +2%
Canada Pension Plan Investment Board
106
Canada Pension Plan Investment Board
Ontario, Canada
$118M +$18.3M +305,236 +18%
RFC
107
Regions Financial Corp
Alabama
$118M -$2.5M -41,820 -2%
Aviva
108
Aviva
United Kingdom
$118M -$8.73M -145,892 -7%
WRF
109
Waddell & Reed Financial
Kansas
$116M +$20.8M +346,724 +22%
American Century Companies
110
American Century Companies
Missouri
$116M +$26.9M +448,676 +30%
MMH
111
Menora Mivtachim Holdings
Israel
$115M -$10.9M -182,900 -9%
CI Investments Inc
112
CI Investments Inc
Ontario, Canada
$108M -$5.46M -91,176 -5%
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
$106M +$89.9M +1,501,316 +580%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$104M -$17.3M -289,028 -14%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$103M +$1.77M +29,560 +2%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$103M +$15.4M +256,592 +18%
Prudential Financial
117
Prudential Financial
New Jersey
$100M -$17.9M -298,636 -15%
MSV
118
MN Services Vermogensbeheer
Netherlands
$100M +$1.63M +27,200 +2%
HNB
119
Huntington National Bank
Ohio
$96.6M -$7.09M -118,508 -7%
CVA
120
Ceredex Value Advisors
Florida
$94.4M +$2.4M +40,172 +3%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$93.1M +$7.22M +120,560 +8%
CWM
122
CIBC World Markets
New York
$91.3M +$28.1M +469,528 +45%
PI
123
Putnam Investments
Massachusetts
$91.3M -$144K -2,408 -0.2%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$89.5M -$481K -8,040 -0.5%
PAM
125
Panagora Asset Management
Massachusetts
$85.2M -$34.9M -582,448 -29%

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.