NextEra Energy
NEE
1,805 hedge funds and large institutions have $92.5B invested in NextEra Energy in 2020 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 642 increasing their positions, 757 reducing their positions, and 116 closing their positions.
36% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 116
35% more funds holding in top 10
Funds holding in top 10: 83 → 112 (+29)
1% more funds holding
Funds holding: 1,785 → 1,805 (+20)
0.02% more ownership
Funds ownership: 314.98% → 315% (+0.02%)
1% less capital invested
Capital invested by funds: $93B → $92.5B (-$484M)
15% less repeat investments, than reductions
Existing positions increased: 642 | Existing positions reduced: 757
17% less call options, than puts
Call options by funds: $497M | Put options by funds: $601M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$402M |
| 2 |
Renaissance Technologies
New York
|
+$326M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$311M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$281M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.19B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$653M |
| 3 |
Morgan Stanley
New York
|
-$259M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$206M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$199M |
NEE Hedge Fund Activity: Q1 2020 in Review
1,805 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2020, worth a combined $92.5B — down 0.52% from $93B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new NEE positions and 116 closed out — a net gain of 42 holders — while 642 added to existing stakes and 757 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $402M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.19B.
- 1,805 institutional investors held NextEra Energy (NEE) as of Q1 2020, up from 1,785 in Q4 2019.
- Funds reported $92.5B of NextEra Energy stock for Q1 2020, down 0.52% quarter-over-quarter.
- 158 funds opened new NextEra Energy positions in Q1 2020 and 116 closed out, a net change of +42 holders.
- The largest NextEra Energy buyer in Q1 2020 was Fidelity Investments, an estimated $402M added.
- The largest NextEra Energy seller in Q1 2020 was T. Rowe Price Associates, an estimated $1.19B sold.
Based on aggregated 13F filings for Q1 2020.