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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
SIM
1526
Sonora Investment Management
Arizona
$303K +$11.3K +188 +4%
NB
1527
Nicolet Bankshares
Wisconsin
$303K +$302K +5,040 New
PAS
1528
Partnervest Advisory Services
California
$301K -$5.03K -84 -2%
SCM
1529
Salem Capital Management
Massachusetts
$300K
LWM
1530
Lenox Wealth Management
Ohio
$300K +$140K +2,332 +87%
5L
1531
55I LLC
Massachusetts
$300K +$299K +4,996 New
FSC
1532
Full Sail Capital
Oklahoma
$299K -$73.3K -1,224 -23%
PB
1533
Pinnacle Bancorp
Nebraska
$293K
EWA
1534
Exencial Wealth Advisors
Oklahoma
$292K -$10.3K -172 -3%
PWMAG
1535
Pinnacle Wealth Management Advisory Group
New Jersey
$291K -$18K -300 -6%
PWW
1536
Pettyjohn Wood & White
Virginia
$288K -$24.4K -408 -8%
LC
1537
Lindbrook Capital
California
$288K -$12.9K -216 -4%
WA
1538
Waverly Advisors
Alabama
$288K -$4.55K -76 -2%
CHA
1539
Carmichael Hill & Associates
Maryland
$288K
LKIM
1540
Lawson Kroeker Investment Management
Nebraska
$288K
WI
1541
Wedgewood Investors
Pennsylvania
$288K
CTI
1542
Community Trust & Investment
Kentucky
$288K +$13.4K +224 +5%
IC
1543
InterOcean Capital
Illinois
$288K +$25.6K +428 +10%
B
1544
Bridgeworth
Alabama
$287K +$11K +184 +4%
EPA
1545
Element Pointe Advisors
Florida
$286K +$72.5K +1,212 +34%
BFO
1546
Biltmore Family Office
North Carolina
$281K -$5.99K -100 -2%
RIA
1547
Realta Investment Advisors
Delaware
$278K -$958 -16 -0.3%
AWM
1548
Affinity Wealth Management
Delaware
$277K +$1.68K +28 +0.7%
GSWM
1549
Golden State Wealth Management
California
$277K +$226K +3,784 +453%
FSG
1550
Financial Strategies Group
Michigan
$276K

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.