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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
BFIC
1451
Bedell Frazier Investment Counselling
California
$361K +$239 +4 +0.1%
CG
1452
Cutler Group
California
$360K -$986K -16,476 -73%
CCM
1453
Community Capital Management
Florida
$360K
HCM
1454
Hudson Capital Management
New Jersey
$360K
IFS
1455
Ifrah Financial Services
Arkansas
$360K +$359K +6,000 New
WAOTB
1456
Wealth Advisors of Tampa Bay
Florida
$359K
LC
1457
Landaas & Company
Wisconsin
$358K
LF
1458
Lantz Financial
Illinois
$357K +$239 +4 +0.1%
Financial Engines Advisors
1459
Financial Engines Advisors
California
$354K +$352K +5,888 New
MA
1460
Modus Advisors
Minnesota
$353K -$17.2K -288 -5%
AA
1461
Advisory Alpha
Michigan
$353K +$6.94K +116 +2%
QPWM
1462
Quadrant Private Wealth Management
Pennsylvania
$350K +$116K +1,932 +50%
MBTD
1463
Mechanics Bank - Trust Department
California
$349K -$82.6K -1,380 -19%
RPWA
1464
Regent Peak Wealth Advisors
Georgia
$348K +$14.1K +236 +4%
IA
1465
IndexIQ Advisors
New York
$348K +$306K +5,120 +757%
JGIA
1466
Jackson Grant Investment Advisers
Connecticut
$347K
FHB
1467
First Hawaiian Bank
Hawaii
$346K -$273K -4,560 -44%
MWPCG
1468
Measured Wealth Private Client Group
New Hampshire
$345K +$344K +5,752 New
RTC
1469
Riverview Trust Company
Washington
$344K
KPW
1470
Kore Private Wealth
New York
$343K -$71.8K -1,200 -17%
FWM
1471
Fairhaven Wealth Management
Illinois
$342K -$50.8K -848 -13%
UBG
1472
United Bank (Georgia)
Georgia
$342K +$341K +5,700 New
FIM
1473
Fruth Investment Management
Texas
$341K -$2.39K -40 -0.7%
RW
1474
REDW Wealth
New Mexico
$338K +$2.39K +40 +0.7%
VA
1475
Valmark Advisers
Ohio
$336K -$28.7K -480 -8%

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.