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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
HWA
1401
Heartwood Wealth Advisors
Virginia
$399K
GAM
1402
Gould Asset Management
California
$397K
WP
1403
WMS Partners
Maryland
$395K -$71.8K -1,200 -15%
WP
1404
WealthPLAN Partners
Nebraska
$393K +$25.4K +424 +8%
EMB
1405
Elefante Mark B
$392K -$18K -300 -4%
NP
1406
NorthRock Partners
Minnesota
$392K +$3.83K +64 +1%
FMW
1407
Farr Miller & Washington
District of Columbia
$391K -$32.3K -540 -8%
AAM
1408
Aureus Asset Management
Massachusetts
$391K -$28K -468 -7%
PSP
1409
Principal Street Partners
Tennessee
$391K -$17.2K -288 -4%
WorldQuant Millennium Advisors
1410
WorldQuant Millennium Advisors
New York
$390K +$389K +6,492 New
GHAM
1411
Gilman Hill Asset Management
Connecticut
$389K -$58.7K -980 -13%
NAS
1412
Nicolet Advisory Services
Wisconsin
$389K -$718 -12 -0.2%
MIM
1413
Marco Investment Management
Georgia
$389K +$50K +836 +15%
HKIM
1414
Hayek Kallen Investment Management
Alabama
$388K -$40.7K -680 -10%
HB
1415
Horizon Bancorp
Indiana
$388K
LWAC
1416
Laurel Wealth Advisors (California)
California
$387K -$5.51K -92 -1%
PCM
1417
Pointe Capital Management
Michigan
$387K
EGM
1418
Engineers Gate Manager
New York
$387K +$386K +6,448 New
BWM
1419
BerganKDV Wealth Management
Minnesota
$385K -$13.6K -228 -3%
BCM
1420
Boltwood Capital Management
California
$384K -$35.9K -600 -9%
GFP
1421
Gryphon Financial Partners
Ohio
$384K -$35.2K -588 -8%
CIP
1422
Capital Insight Partners
Arizona
$384K
HFAS
1423
Hummer Financial Advisory Services
Illinois
$384K +$47.9K +800 +14%
M
1424
MOTCO
Texas
$383K +$62.2K +1,040 +20%
LTI
1425
Laffer Tengler Investments
Tennessee
$383K +$127K +2,124 +50%

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.