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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
CWM
1676
Concentric Wealth Management
California
$206K
OPA
1677
Old Port Advisors
Maine
$205K
EWM
1678
Elite Wealth Management
Washington
$205K +$205K +3,420 New
WFMPM
1679
Woodley Farra Manion Portfolio Management
Indiana
$204K -$3.35K -56 -2%
SWM
1680
Stockman Wealth Management
Montana
$204K
HFA
1681
HC Financial Advisors
California
$204K +$91K +1,520 +81%
AFS
1682
Axiom Financial Strategies
Indiana
$204K +$204K +3,404 New
DWA
1683
Dougherty Wealth Advisers
Minnesota
$203K
NSB
1684
Norway Savings Bank
Maine
$203K +$20.4K +340 +11%
CASB
1685
Cape Ann Savings Bank
Massachusetts
$203K +$202K +3,376 New
EWM
1686
Executive Wealth Management
Michigan
$203K +$203K +3,384 New
TFS
1687
TrustCore Financial Services
Tennessee
$202K -$2.87K -48 -1%
DDC
1688
DF Dent & Co
Maryland
$202K +$1.92K +32 +1%
QCM
1689
Quest Capital Management
Texas
$202K +$201K +3,360 New
NRI
1690
NFP Retirement Inc
California
$201K +$201K +3,356 New
RAM
1691
Riggs Asset Management
Pennsylvania
$201K
MWP
1692
Meridian Wealth Partners
Pennsylvania
$200K -$239 -4 -0.1%
AFP
1693
Ausdal Financial Partners
Iowa
$200K +$199K +3,332 New
AIM
1694
Avity Investment Management
Connecticut
$200K +$199K +3,332 New
EIP
1695
Ellis Investment Partners
Pennsylvania
$186K +$958 +16 +0.5%
EWP
1696
Engrave Wealth Partners
Texas
$184K -$31.8K -532 -15%
ECM
1697
Elgethun Capital Management
South Dakota
$180K
GCM
1698
Gables Capital Management
Florida
$177K
RWB
1699
RMR Wealth Builders
New Jersey
$177K +$177K +2,956 New
SIS
1700
Sound Income Strategies
Florida
$176K -$76.4K -1,276 -30%

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.