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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
PWPS
1501
Pinnacle Wealth Planning Services
Ohio
$316K -$124K -2,072 -28%
CPIA
1502
Cornell Pochily Investment Advisors
New York
$316K
TIA
1503
Tiemann Investment Advisors
California
$316K +$35.7K +596 +13%
AW
1504
Alpha Windward
Massachusetts
$315K -$8.62K -144 -3%
PFGIA
1505
Patriot Financial Group Insurance Agency
Massachusetts
$313K -$34K -568 -10%
LS
1506
Leelyn Smith
Illinois
$313K
LCOV
1507
London Company of Virginia
Virginia
$312K -$9.1K -152 -3%
LIA
1508
LBMC Investment Advisors
Tennessee
$312K
PP
1509
Peconic Partners
New York
$312K
TI
1510
Truehand Inc
New Hampshire
$312K
WAP
1511
Wealthcare Advisory Partners
Pennsylvania
$312K +$10.1K +168 +3%
TFA
1512
Tobias Financial Advisors
Florida
$311K +$5.75K +96 +2%
OCPWS
1513
One Charles Private Wealth Services
Massachusetts
$311K +$262K +4,384 New
ECM
1514
Evergreen Capital Management
Washington
$310K -$25.9K -432 -8%
WP
1515
WealthShield Partners
North Carolina
$310K +$105K +1,760 +52%
CRIG
1516
Charter Research & Investment Group
Connecticut
$308K
PFA
1517
Pathway Financial Advisors
Vermont
$307K -$59.9K -1,000 -16%
PCP
1518
Proficio Capital Partners
Massachusetts
$307K -$33.5K -560 -10%
PVWM
1519
Point View Wealth Management
New Jersey
$307K
AWM
1520
Aries Wealth Management
Maine
$307K +$25.9K +432 +9%
RIM
1521
Rockbridge Investment Management
New York
$305K +$304K +5,084 New
W
1522
Wealthquest
Ohio
$305K +$305K +5,088 New
EIA
1523
Eldridge Investment Advisors
New Hampshire
$304K +$718 +12 +0.2%
CC
1524
Cornerstone Capital
California
$303K
BWA
1525
BDO Wealth Advisors
Florida
$303K +$239 +4 +0.1%

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.