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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
ADL
1726
Asset Dedication LLC
California
$107K
TCM
1727
TD Capital Management
Tennessee
$105K
APC
1728
Aspire Private Capital
North Carolina
$99K +$7.66K +128 +8%
CFD
1729
Creative Financial Designs
Indiana
$99K +$98.2K +1,640 New
MA
1730
MCF Advisors
Kentucky
$98K -$196K -3,268 -67%
FMP
1731
Financial Management Professionals
Texas
$97K +$958 +16 +1%
MLFP
1732
MPS Loria Financial Planners
Illinois
$97K +$96.5K +1,612 New
TIM
1733
Tortoise Investment Management
New York
$88K -$3.11K -52 -3%
JFA
1734
JNBA Financial Advisors
Minnesota
$87K
JWBC
1735
John W. Brooker & Co
California
$87K
MCM
1736
MV Capital Management
Maryland
$86K
BIMC
1737
Benson Investment Management Company
Virginia
$83K
PCTC
1738
Perkins Coie Trust Company
Washington
$80K
SC
1739
Steph & Co
Wisconsin
$80K
CI
1740
Cincinnati Insurance
Ohio
$77K -$1.06M -17,688 -93%
BL
1741
Balentine LLC
Georgia
$77K -$25.9K -432 -25%
TFO
1742
Tarbox Family Office
California
$77K +$21.3K +356 +39%
ME
1743
McIlrath & Eck
Washington
$75K -$2.87K -48 -4%
SIAS
1744
Shine Investment Advisory Services
Colorado
$75K
SCM
1745
Silvant Capital Management
Georgia
$75K
SWM
1746
Sugarloaf Wealth Management
Georgia
$75K
TWA
1747
TCI Wealth Advisors
Arizona
$74K -$255K -4,256 -77%
TCM
1748
Tradewinds Capital Management
Washington
$73K -$5.27K -88 -7%
CTB
1749
Country Trust Bank
Illinois
$72K
SFG
1750
Sowa Financial Group
Rhode Island
$72K

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.