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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
OIA
1326
Optimum Investment Advisors
Illinois
$507K -$18K -300 -3%
LDB
1327
Lee, Danner & Bass
Tennessee
$504K -$72.1K -1,204 -13%
VFA
1328
Valeo Financial Advisors
Indiana
$502K +$67.8K +1,132 +16%
NCM
1329
Noesis Capital Mangement
Florida
$500K
SDAM
1330
Shulman DeMeo Asset Management
New York
$500K +$20.8K +348 +4%
FCFC
1331
First Commonwealth Financial Corp
Pennsylvania
$499K -$47.9K -800 -9%
CA
1332
Calton & Associates
Florida
$499K +$73K +1,220 +17%
AFG
1333
Albion Financial Group
Utah
$499K +$239K +4,000 +93%
FCA
1334
FLC Capital Advisors
California
$496K -$10.8K -180 -2%
HCM
1335
Hollencrest Capital Management
California
$495K
AWM
1336
Argent Wealth Management
Massachusetts
$495K +$2.39K +40 +0.6%
SSWM
1337
Smith Salley Wealth Management
North Carolina
$482K -$1.2K -20 -0.2%
CMI
1338
Clare Market Investments
Texas
$481K +$718 +12 +0.1%
BT
1339
Brandywine Trust
Delaware
$480K
CFSG
1340
Community Financial Services Group
Vermont
$479K -$102K -1,696 -18%
EH
1341
Employers Holdings
Nevada
$476K -$80.2K -1,340 -14%
OPS
1342
Orion Portfolio Solutions
Nebraska
$475K +$18.4K +308 +4%
SIA
1343
Starfire Investment Advisers
Michigan
$474K
MIFH
1344
Migdal Insurance & Financial Holdings
Israel
$474K +$215K +3,584 +83%
AIS
1345
American Investment Services
Massachusetts
$473K -$38.3K -640 -8%
CIM
1346
CIM Investment Management
Pennsylvania
$473K +$471K +7,872 New
ACM
1347
Argyle Capital Management
Pennsylvania
$472K
PWP
1348
Principle Wealth Partners
Connecticut
$472K
CF
1349
Centaurus Financial
California
$468K +$6.94K +116 +2%
CCB
1350
Cutter & Co Brokerage
Missouri
$467K +$82.1K +1,372 +21%

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.