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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
JGUA
1551
John G. Ullman & Associates
New York
$276K
LP
1552
LGL Partners
Pennsylvania
$276K
SAM
1553
Secure Asset Management
Michigan
$276K +$3.35K +56 +1%
LWA
1554
Lenox Wealth Advisors
New York
$276K +$11.3K +188 +4%
MHR
1555
Matthew Hamilton Rosenberg
$276K +$50.5K +844 +22%
DIA
1556
Dean Investment Associates
Ohio
$276K +$275K +4,600 New
WIC
1557
Woodmont Investment Counsel
Tennessee
$275K
GIA
1558
Granite Investment Advisors
New Hampshire
$274K
KWMG
1559
King Wealth Management Group
Florida
$274K
FPS
1560
Fieldpoint Private Securities
Connecticut
$272K +$55.8K +932 +26%
PA
1561
Procyon Advisors
Connecticut
$271K +$1.2K +20 +0.4%
RWM
1562
Ritholtz Wealth Management
New York
$270K -$102K -1,708 -27%
LK
1563
Lumbard & Kellner
New Hampshire
$270K
WP
1564
WealthSource Partners
California
$269K -$34.7K -580 -11%
JIM
1565
Jupiter Investment Management
United Kingdom
$266K -$290K -4,852 -52%
AA
1566
Argent Advisors
Louisiana
$266K -$17.5K -292 -6%
CT
1567
Columbia Trust
Oregon
$265K +$55.3K +924 +26%
CA
1568
Crewe Advisors
Utah
$264K -$24.7K -412 -9%
PAG
1569
Pinnacle Advisory Group
Maryland
$263K -$2.15K -36 -0.8%
ESCM
1570
Echo Street Capital Management
New York
$260K +$259K +4,332 New
SC
1571
Sepio Capital
Utah
$259K -$42.6K -712 -14%
TC
1572
TAP Consulting
Missouri
$259K +$26.1K +436 +11%
PWM
1573
Provident Wealth Management
Tennessee
$258K -$5.03K -84 -2%
1IA
1574
1834 Investment Advisors
Wisconsin
$258K
GIM
1575
Goelzer Investment Management
Indiana
$258K

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.