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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
DHFB
1626
Dixon Hubard Feinour & Brown
Virginia
$232K -$52.4K -876 -21%
DSN
1627
D. Scott Neal
Kentucky
$232K
HWM
1628
Holloway Wealth Management
Florida
$232K
FIA
1629
Foundations Investment Advisors
Arizona
$232K +$5.03K +84 +2%
GWM
1630
Greenwich Wealth Management
Connecticut
$232K +$20.6K +344 +10%
FMT
1631
First Mercantile Trust
Tennessee
$231K -$11.3K -188 -5%
FM
1632
Foster & Motley
Ohio
$231K +$14.8K +248 +7%
BKA
1633
Brick & Kyle Associates
Pennsylvania
$231K +$2.17M +36,248 New
SDWMA
1634
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K
WB
1635
West Bancorporation
Iowa
$230K +$2.15K +36 +0.9%
RC
1636
Roundview Capital
New Jersey
$229K -$13.6K -228 -6%
SFG
1637
SNS Financial Group
Minnesota
$228K -$36.6K -612 -14%
IWC
1638
Integrated Wealth Concepts
Massachusetts
$228K -$7.9K -132 -3%
BCA
1639
Bray Capital Advisors
Florida
$228K
MFS
1640
Mirabella Financial Services
United Kingdom
$227K +$226K +3,780 New
SIM
1641
Sadoff Investment Management
Wisconsin
$226K
NWA
1642
New World Advisors
Massachusetts
$226K +$192K +3,200 New
HH
1643
HWG Holdings
Texas
$226K +$226K +3,772 New
RWM
1644
RBA Wealth Management
California
$225K -$135K -2,260 -38%
BWAM
1645
Boyd Watterson Asset Management
Ohio
$225K
IFG
1646
Investors Financial Group
Minnesota
$225K
CCFM
1647
Clear Creek Financial Management
Washington
$225K +$225K +3,756 New
HIC
1648
Harvey Investment Company
Kentucky
$224K
BCA
1649
Berman Capital Advisors
Georgia
$224K +$31.8K +532 +17%
EMG
1650
ETF Managers Group
New Jersey
$224K +$225K +3,764 New

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.