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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
SWM
1226
SVA Wealth Management
Wisconsin
$655K +$34.7K +580 +6%
VRM
1227
Vectors Research Management
New York
$653K +$611K +10,216 +1,548%
PIA
1228
Powell Investment Advisors
Florida
$651K
MIP
1229
Marietta Investment Partners
Wisconsin
$650K -$12K -200 -2%
JFA
1230
Johanson Financial Advisors
California
$650K +$8.14K +136 +1%
PHS
1231
Pekin Hardy Strauss
Illinois
$649K -$102K -1,700 -14%
NJBEST
1232
New Jersey Better Educational Savings Trust
New Jersey
$648K
CL
1233
Choreo LLC
Illinois
$647K -$61.8K -1,032 -9%
GH
1234
GAM Holding
Switzerland
$647K +$356K +5,944 +123%
FWM
1235
FSA Wealth Management
Massachusetts
$643K
LSAG
1236
Lake Street Advisors Group
New Hampshire
$643K +$14.8K +248 +2%
HTHT
1237
Hemenway Trust Hemenway Trust
New Hampshire
$642K +$17.2K +288 +3%
G
1238
GenTrust
Florida
$640K -$35.9K -600 -5%
MAG
1239
Mayfair Advisory Group
Alabama
$638K +$636K +10,624 New
SAA
1240
Southeast Asset Advisors
Georgia
$636K
FAM
1241
Formidable Asset Management
Ohio
$635K +$32.3K +540 +6%
GCM
1242
Gunderson Capital Management
South Carolina
$630K +$14.6K +244 +2%
TFA
1243
Teamwork Financial Advisors
Texas
$630K +$628K +10,492 New
FFC
1244
First Financial Corp
Indiana
$629K -$44.5K -744 -7%
TAM
1245
Trillium Asset Management
Massachusetts
$627K -$12.9K -216 -2%
AWE
1246
Avidian Wealth Enterprises
Texas
$627K +$93.1K +1,556 +18%
SC
1247
Schulhoff & Co
Ohio
$626K
CWM
1248
Campbell Wealth Management
Virginia
$624K -$8.62K -144 -1%
BB
1249
Bell Bank
North Dakota
$623K -$8.38K -140 -1%
CBN
1250
Cadence Bank NA
Texas
$622K

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.