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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
KCPG
1476
Kavar Capital Partners Group
Kansas
$336K
GAAM
1477
Guinness Atkinson Asset Management
California
$336K +$95.8K +1,600 +40%
BOS
1478
Bingham Osborn & Scarborough
California
$332K -$15.3K -256 -4%
CPA
1479
Clear Perspective Advisors
Illinois
$332K +$3.35K +56 +1%
AWM
1480
Apollon Wealth Management
South Carolina
$332K +$112K +1,864 +51%
BFA
1481
Bragg Financial Advisors
North Carolina
$331K +$12.9K +216 +4%
RIG
1482
Renaissance Investment Group
Massachusetts
$331K +$111K +1,860 +51%
AFAS
1483
Acorn Financial Advisory Services
Virginia
$330K +$40.7K +680 +14%
AF
1484
Allworth Financial
California
$327K -$1.58M -26,324 -83%
VC
1485
Vicus Capital
Pennsylvania
$327K -$55.8K -932 -15%
IBOK
1486
Independence Bank of Kentucky
Kentucky
$326K
AFM
1487
Andesa Financial Management
Pennsylvania
$325K +$68.5K +1,144 +27%
SB
1488
Sunflower Bank
Texas
$324K +$324K +5,408 New
TI
1489
Tidal Investments
Wisconsin
$323K +$43.6K +728 +16%
GAB
1490
German American Bancorp
Indiana
$322K -$5.75K -96 -2%
BCB
1491
Brian C. Broderick
$322K
PAMG
1492
Patton Albertson Miller Group
Tennessee
$322K
WWM
1493
Windsor Wealth Management
Indiana
$321K -$32.8K -548 -9%
NL
1494
NWAM LLC
Washington
$321K
1WA
1495
180 Wealth Advisors
Washington
$320K -$64.9K -1,084 -19%
CWM
1496
Chronos Wealth Management
Florida
$320K +$59.4K +992 +23%
CWS
1497
Cypress Wealth Services
California
$320K +$319K +5,328 New
GAG
1498
GM Advisory Group
New York
$319K -$45.3K -756 -12%
AIA
1499
Armor Investment Advisors
North Carolina
$319K +$47.9K +800 +18%
DA
1500
Detalus Advisors
Missouri
$317K +$1.2K +20 +0.4%

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.