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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
IP
1251
Investment Partners
Ohio
$617K -$9.58K -160 -2%
FCCM
1252
First City Capital Management
Georgia
$615K +$239 +4 +0%
PAS
1253
Professional Advisory Services
Florida
$613K +$408K +6,824 +202%
BMC
1254
Benin Management Corp
Connecticut
$612K
MFT
1255
Moisand Fitzgerald Tamayo
Florida
$611K -$2.87K -48 -0.5%
CPO
1256
Cerity Partners OCIO
New York
$611K +$262K +4,380 +76%
MFG
1257
Magnus Financial Group
New York
$608K +$29.2K +488 +5%
TWM
1258
Triton Wealth Management
Arizona
$607K +$23.9K +400 +5%
HHAM
1259
HITE Hedge Asset Management
Massachusetts
$606K -$342K -5,708 -36%
BPC
1260
Banque Pictet & Cie
Switzerland
$606K
PNAA
1261
Pictet North America Advisors
Switzerland
$606K
FCA
1262
FinTrust Capital Advisors
South Carolina
$603K -$13.9K -232 -2%
FIM
1263
Frontier Investment Management
Texas
$603K +$9.58K +160 +2%
Group One Trading
1264
Group One Trading
Illinois
$603K +$601K +10,036 New
RCG
1265
Rock Creek Group
District of Columbia
$603K +$601K +10,036 New
HWMG
1266
Hurlow Wealth Management Group
Indiana
$600K -$1.2K -20 -0.2%
CC
1267
Courier Capital
New York
$600K
SCM
1268
Stonebridge Capital Management
California
$597K
BCM
1269
Breiter Capital Management
Florida
$595K -$89.8K -1,500 -13%
OFS
1270
OneAscent Financial Services
Alabama
$594K +$208K +3,468 +54%
WOSD
1271
WFA of San Diego
California
$593K +$555K +9,276 New
TCM
1272
Tufton Capital Management
Maryland
$589K +$51.7K +864 +10%
BEAM
1273
Baker Ellis Asset Management
Washington
$586K
ZIM
1274
Zacks Investment Management
Illinois
$586K +$173K +2,884 +42%
DC
1275
DeDora Capital
California
$585K +$59.9K +1,000 +11%

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.