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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
HighTower Advisors
151
HighTower Advisors
Illinois
$57.1M +$1.16M +19,300 +2%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$54.1M -$418K -6,980 -0.8%
VRS
153
Virginia Retirement Systems
Virginia
$54M -$23.9K -400 -0%
MWA
154
Marshall Wace Asia
Hong Kong
$52.4M +$52.2M +872,628 New
KACA
155
Kayne Anderson Capital Advisors
California
$52.3M +$12.5M +208,900 +32%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$52.3M -$8.09M -135,220 -13%
CIA
157
ClearBridge Investments (Australia)
Australia
$52.2M +$24.3M +405,992 +88%
PCA
158
Personal Capital Advisors
California
$52.1M +$962K +16,076 +2%
DP
159
Dearborn Partners
Illinois
$52M +$24.6M +411,240 +90%
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$51.1M +$39.8M +664,580 +355%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$51M -$9.76M -163,120 -16%
CCM
162
Cullen Capital Management
New York
$50.7M -$13.9M -232,268 -22%
WHG
163
Westwood Holdings Group
Texas
$50.5M -$1.5M -25,044 -3%
CB
164
Commerce Bank
Missouri
$50.4M +$3.03M +50,612 +6%
BG
165
Bollard Group
Massachusetts
$47.9M -$633K -10,568 -1%
RMDI
166
R.M. Davis Inc
Maine
$47M +$4.12M +68,816 +10%
GC
167
Guggenheim Capital
Illinois
$46.8M +$534K +8,928 +1%
LPL Financial
168
LPL Financial
California
$45.6M -$4.01M -67,040 -8%
BC
169
Bartlett & Co
Ohio
$45.3M +$8.06M +134,656 +22%
BCWM
170
Bartlett & Co Wealth Management
Ohio
$45.3M +$8.06M +134,656 +22%
Royal London Asset Management
171
Royal London Asset Management
United Kingdom
$45.2M -$1.59M -26,572 -3%
DCM
172
Donaldson Capital Management
Indiana
$42.9M +$301K +5,032 +0.7%
Jane Street
173
Jane Street
New York
$42.6M +$15.8M +264,464 +60%
MAM
174
Martingale Asset Management
Massachusetts
$42.4M -$982K -16,400 -2%
Osaic Holdings
175
Osaic Holdings
Arizona
$41.7M -$64.9M -1,084,100 -61%

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.