We are live on ! Find out more
NEE icon

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
FPCG
1601
Fort Pitt Capital Group
Pennsylvania
$242K -$2.39K -40 -1%
CAC
1602
Certified Advisory Corp
Florida
$242K +$20.1K +336 +9%
MWA
1603
Meridian Wealth Advisors
Texas
$241K +$31.8K +532 +15%
GC
1604
Garde Capital
Washington
$241K +$240K +4,008 New
SCP
1605
Stamos Capital Partners
California
$240K -$494K -8,248 -67%
GAM
1606
Griffin Asset Management
New York
$240K -$21.1K -352 -8%
BI
1607
Ballast Inc
Kentucky
$240K
BSG
1608
Black Swift Group
Colorado
$240K
MWP
1609
Moller Wealth Partners
$240K
SC
1610
Saturna Capital
Washington
$240K
TSS
1611
Thomas Story & Son
Indiana
$240K
TF
1612
Tompkins Financial
New York
$240K
MSU
1613
Mizuho Securities USA
New York
$240K +$239K +3,992 New
MS
1614
Marshall & Sullivan
Washington
$239K
PWM
1615
PBMares Wealth Management
Virginia
$239K
AWM
1616
Avior Wealth Management
Nebraska
$238K -$149K -2,492 -39%
JWA
1617
JFS Wealth Advisors
Pennsylvania
$238K
KCM
1618
Kathmere Capital Management
Pennsylvania
$238K
BAMG
1619
Brand Asset Management Group
Missouri
$237K -$7.9K -132 -3%
JT
1620
Jump Trading
Illinois
$237K +$236K +3,944 New
Members Trust
1621
Members Trust
Florida
$236K +$236K +3,936 New
HIC
1622
Holderness Investments Company
North Carolina
$235K +$234K +3,916 New
GQG Partners
1623
GQG Partners
Florida
$234K +$233K +3,900 New
AG
1624
AlphaSimPlex Group
Massachusetts
$234K +$234K +3,904 New
CWM
1625
Circle Wealth Management
New Jersey
$233K -$20.1K -336 -8%

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.