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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
FWM
1351
Focused Wealth Management
New York
$464K -$77.1K -1,288 -14%
HPC
1352
Hobart Private Capital
North Carolina
$462K +$47.4K +792 +11%
TIM
1353
Thornburg Investment Management
New Mexico
$459K +$19.2K +320 +4%
PAM
1354
Private Asset Management
California
$458K +$457K +7,636 New
FI
1355
Fosun International
China
$457K
DY
1356
Dowling & Yahnke
California
$456K -$24.2K -404 -5%
WDL
1357
Well Done LLC
Michigan
$456K +$479 +8 +0.1%
SCA
1358
Stonebridge Capital Advisors
Minnesota
$452K -$4.79K -80 -1%
VCA
1359
Verdence Capital Advisors
Maryland
$451K +$94.1K +1,572 +26%
TTWM
1360
TCV Trust & Wealth Management
Virginia
$450K -$10.8K -180 -2%
BCP
1361
Berkeley Capital Partners
Georgia
$448K -$36.4K -608 -8%
HDIM
1362
Hanson & Doremus Investment Management
Vermont
$447K -$224K -3,740 -33%
RBC
1363
Roble Belko & Company
Pennsylvania
$447K
UWPG
1364
Ullmann Wealth Partners Group
Florida
$447K +$239 +4 +0.1%
FDCDDQ
1365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$447K -$2.8M -46,700 -86%
JDR
1366
Jay D. Rosenbaum
$446K +$19.2K +320 +5%
CIM
1367
Corbyn Investment Management
Maryland
$446K +$445K +7,432 New
CAM
1368
Cozad Asset Management
Illinois
$444K
WAM
1369
Weatherly Asset Management
California
$439K -$18K -300 -4%
JSL
1370
JT Stratford LLC
Georgia
$439K +$137K +2,288 +46%
MPI
1371
Mairs & Power Inc
Minnesota
$438K
BS
1372
Bessemer Securities
New York
$438K +$83.8K +1,400 +24%
PBO
1373
Peoples Bank (Ohio)
Ohio
$437K +$170K +2,844 +64%
AOWM
1374
Alpha Omega Wealth Management
Virginia
$436K
TSW
1375
Thompson Siegel & Walmsley
Virginia
$433K -$5.99K -100 -1%

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.