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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
LWM
1751
Liberty Wealth Management
California
$72K +$239 +4 +0.3%
BWA
1752
Burt Wealth Advisors
Maryland
$72K +$1.44K +24 +2%
SLF
1753
Sun Life Financial
Ontario, Canada
$70K -$479 -8 -0.7%
EARNEST Partners
1754
EARNEST Partners
Georgia
$69K
SJIM
1755
St. Johns Investment Management
Florida
$66K
CCA
1756
Column Capital Advisors
Indiana
$66K +$27.3K +456 +70%
FPB
1757
First PREMIER Bank
South Dakota
$63K
GAM
1758
Gemmer Asset Management
California
$61K
HSA
1759
Hussman Strategic Advisors
Maryland
$60K -$35.9K -600 -38%
TL
1760
TrueWealth LLC
Georgia
$60K
TFGT
1761
TS Financial Group (TSFG)
Illinois
$57K -$12K -200 -17%
SC
1762
Solstein Capital
California
$57K
HIM
1763
Hillsdale Investment Management
Ontario, Canada
$57K +$55.1K +920 +2,300%
CWC
1764
Carolinas Wealth Consulting
North Carolina
$57K +$57.2K +956 New
SL
1765
Savior LLC
Massachusetts
$53K -$12K -200 -18%
GFPC
1766
Global Financial Private Client
Florida
$52.2K -$31.8K -532 -39%
FRA
1767
Front Row Advisors
California
$52K
FP
1768
Financial Perspectives
Minnesota
$51.6K
RA
1769
Rational Advisors
New York
$50K -$736K -12,304 -94%
SIAP
1770
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K
BHWM
1771
Bay Harbor Wealth Management
Maryland
$50K +$6.7K +112 +16%
NIM
1772
NuWave Investment Management
New Jersey
$50K +$31.1K +520 +165%
DOA
1773
D'Orazio & Associates
Virginia
$48K
MWC
1774
MBM Wealth Consultants
Missouri
$48K
AP
1775
Arlington Partners
Alabama
$45K

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.