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
AWA
1301
Arkadios Wealth Advisors
Georgia
$544K +$15.6K +260 +3%
IWS
1302
Insight Wealth Strategies
California
$542K +$8.62K +144 +2%
NAM
1303
NorthCoast Asset Management
Connecticut
$539K -$5.75K -96 -1%
CAN
1304
Claraphi Advisory Network
United States
$537K -$477K -7,968 -47%
TW
1305
Transform Wealth
Colorado
$537K -$1.2K -20 -0.2%
CAM
1306
Covenant Asset Management
New Jersey
$535K
RRAM
1307
River Road Asset Management
Kentucky
$535K +$305K +5,096 +134%
MFG
1308
Merit Financial Group
Georgia
$533K -$214K -3,576 -29%
OWA
1309
Outlook Wealth Advisors
Texas
$533K -$24.9K -416 -4%
MBT
1310
Montecito Bank & Trust
California
$533K
TSS
1311
Two Sigma Securities
New York
$531K +$295K +4,932 +126%
FFS
1312
Founders Financial Securities
Maryland
$529K +$287K +4,788 +140%
ATPW
1313
Ashton Thomas Private Wealth
Arizona
$525K +$129K +2,152 +33%
JIP
1314
Jaffetilchin Investment Partners
Florida
$524K -$26.3K -440 -5%
FNBSF
1315
First National Bank Sioux Falls
South Dakota
$524K -$1.68K -28 -0.3%
VCM
1316
Versant Capital Management
Arizona
$524K -$479 -8 -0.1%
HH
1317
Hilltop Holdings
Texas
$519K -$191K -3,188 -27%
MHIC
1318
Marble Harbor Investment Counsel
Massachusetts
$519K -$23.9K -400 -4%
ESB
1319
Essex Savings Bank
Connecticut
$519K +$7.42K +124 +1%
UBV
1320
United Bank (Virginia)
Virginia
$519K +$47.9K +800 +10%
WC
1321
Westhampton Capital
North Carolina
$519K +$517K +8,640 New
AWP
1322
Ascent Wealth Partners
New York
$516K
PAM
1323
Palisade Asset Management
Minnesota
$513K
PG
1324
Pendal Group
Australia
$512K -$81.8M -1,367,088 -99%
AWA
1325
ARS Wealth Advisors
Florida
$511K +$1.68K +28 +0.3%

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.