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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
HIIFS
1701
Harel Insurance Investments & Financial Services
Israel
$173K +$84.3K +1,408 +95%
CAL
1702
Capital Advisors Ltd
Ohio
$172K
HI
1703
Hudock Inc
Pennsylvania
$164K +$29K +484 +21%
WAM
1704
Wolverine Asset Management
Illinois
$164K +$164K +2,748 New
CWP
1705
CFM Wealth Partners
Texas
$162K -$14.4K -240 -8%
APW
1706
Acima Private Wealth
Virginia
$159K -$14.6K -244 -8%
IFA
1707
Interactive Financial Advisors
Illinois
$159K
TC
1708
Trust Company
Kansas
$154K
HWA
1709
Heritage Wealth Advisors
Virginia
$150K +$34K +568 +29%
GWS
1710
Glassman Wealth Services
Virginia
$148K +$10.3K +172 +7%
HGWM
1711
Harvest Group Wealth Management
Massachusetts
$144K -$13.2K -220 -8%
SNT
1712
Security National Trust
West Virginia
$136K
CCM
1713
Cribstone Capital Management
Maine
$135K +$5.99K +100 +5%
KBFS
1714
Kohmann Bosshard Financial Services
Ohio
$131K +$130K +2,168 New
DI
1715
Disciplined Investments
Oklahoma
$129K
SC
1716
Sawyer & Company
Massachusetts
$128K
OCM
1717
Ovata Capital Management
Hong Kong
$128K +$127K +2,128 New
C
1718
Cerebellum
California
$128K +$196K +3,276 New
AWM
1719
AllSquare Wealth Management
New York
$127K
CI
1720
CX Institutional
Indiana
$126K -$57.7K -964 -32%
DCM
1721
Davis Capital Management
Florida
$125K
FWM
1722
Filbrandt Wealth Management
Wisconsin
$122K +$4.07K +68 +3%
LFG
1723
Larson Financial Group
Missouri
$115K +$29.9K +500 +35%
CAM
1724
CenterStar Asset Management
Illinois
$114K
QCMC
1725
Quantum Capital Management (California)
California
$112K

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.