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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
CGA
1426
Crescent Grove Advisors
Illinois
$381K
MW
1427
Marcum Wealth
Ohio
$381K +$13.4K +224 +4%
UH
1428
Unigestion Holding
Switzerland
$380K -$21M -351,048 -98%
AL
1429
Aspiriant LLC
California
$378K +$83.6K +1,396 +29%
MCM
1430
Magnolia Capital Management
New York
$377K
RWA
1431
RGT Wealth Advisors
Texas
$376K -$115K -1,928 -24%
KOMWMG
1432
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$376K +$2.15K +36 +0.6%
BC
1433
Burney Company
Virginia
$376K +$29.9K +500 +9%
RIA
1434
Regal Investment Advisors
Michigan
$376K +$374K +6,256 New
SIC
1435
Samalin Investment Counsel
New York
$375K +$4.07K +68 +1%
B
1436
Bellecapital
Switzerland
$371K -$50.3K -840 -12%
PBC
1437
Pavion Blue Capital
California
$371K
HPWM
1438
Highland Private Wealth Management
Washington
$371K +$58.2K +972 +19%
WPC
1439
Waters Parkerson & Co
Louisiana
$370K
SFA
1440
Stewardship Financial Advisors
Georgia
$369K
PFA
1441
Plotkin Financial Advisors
Maryland
$367K
EDRH
1442
Edmond de Rothschild Holding
Switzerland
$367K +$77.1K +1,288 +27%
TAM
1443
Townsend Asset Management
North Carolina
$366K +$46.2K +772 +14%
AW
1444
ACG Wealth
Georgia
$366K +$365K +6,092 New
WMA
1445
Wealth Management Associates
New Jersey
$365K +$34K +568 +10%
FMTC
1446
Farmers & Merchants Trust Company
California
$365K
MPCG
1447
Matrix Private Capital Group
New York
$364K -$11.5K -192 -3%
CAG
1448
Crestwood Advisors Group
Massachusetts
$364K +$47.6K +796 +15%
KFA
1449
Krane Funds Advisors
New York
$363K -$69.9K -1,168 -16%
ZIC
1450
ZWJ Investment Counsel
Georgia
$361K -$256K -4,272 -42%

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.