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
AIM
1651
AMI Investment Management
Indiana
$223K -$222K -3,708 -50%
DLA
1652
Douglas Lane & Associates
New York
$223K +$21.8K +364 +11%
P
1653
&Partners
Tennessee
$223K +$222K +3,712 New
IFWM
1654
Institute for Wealth Management
Colorado
$222K +$3.35K +56 +2%
CFA
1655
Cahill Financial Advisors
Minnesota
$221K -$11.3K -188 -5%
CA
1656
Claro Advisors
Massachusetts
$221K +$15.8K +264 +8%
PWMG
1657
Prestige Wealth Management Group
New Jersey
$220K +$107K +1,788 +96%
KTC
1658
Kistler-Tiffany Companies
Pennsylvania
$219K +$2.15K +36 +1%
ETS
1659
ESL Trust Services
New York
$218K -$5.99K -100 -3%
CA
1660
Corrado Advisors
New Jersey
$218K
SCA
1661
Spearhead Capital Advisors
Florida
$218K +$217K +3,632 New
SAM
1662
SignalPoint Asset Management
Missouri
$217K +$479 +8 +0.2%
OSNBOA
1663
Old Second National Bank of Aurora
Illinois
$216K
OPCM
1664
Osborne Partners Capital Management
California
$215K
SMFS
1665
Squar Milner Financial Services
California
$214K +$19.9K +332 +10%
HIM
1666
Hanlon Investment Management
New Jersey
$214K +$213K +3,564 New
RE
1667
RBC Europe
United Kingdom
$213K +$20.8K +348 +11%
CWM
1668
CCG Wealth Management
California
$213K -$12.7K -212 -6%
FBFS
1669
First Business Financial Services
Wisconsin
$213K -$12K -200 -5%
JHCP
1670
Jackson Hole Capital Partners
Oklahoma
$213K
PO
1671
Private Ocean
California
$213K +$718 +12 +0.3%
AIA
1672
Avalon Investment & Advisory
Texas
$212K +$211K +3,528 New
HR
1673
Howe & Rusling
New York
$210K -$8.62K -144 -4%
IPW
1674
Inlet Private Wealth
Florida
$207K
FFBTD
1675
First Financial Bank - Trust Division
Ohio
$206K -$3.11K -52 -1%

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.