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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
SO
126
STRS Ohio
Ohio
$84.9M -$1.34M -22,396 -2%
M&T Bank
127
M&T Bank
New York
$83.7M -$2.07M -34,520 -2%
Nomura Holdings
128
Nomura Holdings
Japan
$83M +$55M +918,520 +198%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$81.6M -$2.33M -38,856 -3%
Asset Management One
130
Asset Management One
Japan
$77.6M -$3.24M -54,112 -4%
Macquarie Group
131
Macquarie Group
Australia
$76.1M +$35.1M +586,116 +86%
Retirement Systems of Alabama
132
Retirement Systems of Alabama
Alabama
$74.3M +$22.6M +377,244 +44%
Axa
133
Axa
France
$74M +$829K +13,856 +1%
EAM
134
Eagle Asset Management
Florida
$70.5M +$27.9M +465,688 +65%
GKIM
135
GW&K Investment Management
Massachusetts
$69.7M +$1.82M +30,452 +3%
LDFR
136
Lehman & Derafelo Financial Resources
Pennsylvania
$68.7M +$1.55M +25,860 +2%
Robeco Institutional Asset Management
137
Robeco Institutional Asset Management
Netherlands
$67.8M +$14.3M +238,948 +27%
AIM
138
Artemis Investment Management
United Kingdom
$67.6M -$11.4M -190,528 -15%
Victory Capital Management
139
Victory Capital Management
Texas
$67.5M -$61.4M -1,026,360 -48%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.8M -$723K -12,080 -1%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$66M +$7.28M +121,692 +12%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$65.4M +$65.2M +1,088,828 New
CIM
143
CCLA Investment Management
United Kingdom
$65.1M +$64.9M +1,083,848 New
TAM
144
Tocqueville Asset Management
New York
$64.9M -$1.14M -19,036 -2%
GT
145
Glenmede Trust
Pennsylvania
$63M -$2.91M -48,620 -4%
ACI
146
AMP Capital Investors
Australia
$62.5M -$382K -6,380 -0.6%
AII
147
AGF Investments Inc
Ontario, Canada
$62.5M +$35.6M +595,276 +134%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$61M -$2.13M -35,536 -3%
First Trust Advisors
149
First Trust Advisors
Illinois
$58.6M +$3.02M +50,384 +5%
Renaissance Technologies
150
Renaissance Technologies
New York
$57.2M -$253M -4,226,904 -82%

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.