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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
SL
1576
Summitry LLC
California
$258K +$18.2K +304 +8%
PAM
1577
Peak Asset Management
Colorado
$257K
GL
1578
Graypoint LLC
New York
$257K +$50K +836 +24%
XF
1579
XML Financial
Maryland
$256K -$241K -4,028 -49%
SLWS
1580
Swaine & Leidel Wealth Services
Florida
$256K -$51.7K -864 -17%
SMH
1581
Sanders Morris Harris
Texas
$256K +$255K +4,268 New
HIMC
1582
Heritage Investors Management Corp
Maryland
$255K -$91.2K -1,524 -26%
EF
1583
Exeter Financial
Arizona
$254K
BWP
1584
BSW Wealth Partners
Colorado
$253K +$19.2K +320 +8%
W
1585
WealthStone
Ohio
$251K +$250K +4,184 New
VWA
1586
Visionary Wealth Advisors
Illinois
$250K -$4.31K -72 -2%
MPM
1587
Meritage Portfolio Management
Kansas
$250K
RG
1588
Rathbones Group
United Kingdom
$250K
TC
1589
TradeLink Capital
Illinois
$250K +$249K +4,160 New
AIP
1590
ARS Investment Partners
New York
$248K
FUBT
1591
First United Bank & Trust
Maryland
$248K +$247K +4,128 New
FA
1592
Financial Advantage
Maryland
$247K
MWM
1593
MBE Wealth Management
Wisconsin
$247K +$239 +4 +0.1%
TFS
1594
Thoroughbred Financial Services
Tennessee
$246K -$429K -7,172 -64%
PMG
1595
ProVise Management Group
Florida
$246K -$258K -4,316 -51%
FWCM
1596
First Western Capital Management
California
$246K -$1.2K -20 -0.5%
DAM
1597
Delta Asset Management
Tennessee
$244K -$152K -2,532 -38%
MMHP
1598
Murphy Middleton Hinkle & Parker
Georgia
$244K
CYG
1599
Clean Yield Group
Vermont
$243K
BCI
1600
Brinker Capital Investments
Pennsylvania
$242K -$1.09M -18,168 -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.