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
ACM
1376
Armbruster Capital Management
New York
$432K
PFG
1377
PAX Financial Group
Texas
$432K +$13.2K +220 +3%
WPW
1378
Waldron Private Wealth
Pennsylvania
$432K +$41.7K +696 +11%
EWM
1379
Empirical Wealth Management
Washington
$428K -$5.51K -92 -1%
PCFFS
1380
Pacific Center for Financial Services
California
$428K +$80.7K +1,348 +23%
ARMC
1381
American Research & Management Company
Massachusetts
$426K
ZB
1382
Zions Bancorporation
Utah
$426K +$239 +4 +0.1%
CFO
1383
CVA Family Office
Colorado
$422K
PMFA
1384
Plante Moran Financial Advisors
Michigan
$420K -$203K -3,396 -33%
ONST
1385
Old North State Trust
North Carolina
$419K -$19.2K -320 -4%
FFN
1386
Focus Financial Network
Minnesota
$419K +$50.5K +844 +14%
EWM
1387
Elmwood Wealth Management
California
$416K +$410K +6,848 +8,560%
CBFP
1388
Cedar Brook Financial Partners
Ohio
$415K +$9.1K +152 +2%
WA
1389
Wambolt & Associates
Colorado
$415K +$24.9K +416 +6%
PL
1390
Plancorp LLC
Missouri
$415K +$28.5K +476 +7%
FC
1391
FORA Capital
Florida
$413K -$2.16M -36,024 -84%
NP
1392
Ninepoint Partners
Ontario, Canada
$413K -$175K -2,928 -30%
EW
1393
Evoke Wealth
California
$410K -$117K -1,952 -22%
GD
1394
Grandfield & Dodd
New York
$410K -$4.55K -76 -1%
GGI
1395
Godsey & Gibb Inc
Virginia
$410K +$34K +568 +9%
CST
1396
Charles Schwab Trust
Nevada
$409K -$24.9K -416 -6%
KIC
1397
Keating Investment Counselors
Florida
$408K
FMTCOCP
1398
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$402K -$120K -2,000 -23%
NWP
1399
Northstar Wealth Partners
Connecticut
$401K
CWAG
1400
Compton Wealth Advisory Group
Virginia
$400K +$4.55K +76 +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.