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NextEra Energy
NEE

1,909 hedge funds and large institutions have $106B invested in NextEra Energy in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 779 increasing their positions, 696 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 77

21% more funds holding in top 10

Funds holding in top 10: 77 → 93 (+16)

15% more capital invested

Capital invested by funds: $92B → $106B (+$13.6B)

12% more repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 696

4% more funds holding

Funds holding: 1,841 → 1,909 (+68)

4% more call options, than puts

Call options by funds: $946M | Put options by funds: $908M

0.58% more ownership

Funds ownership: 312.65% → 313.22% (+0.58%)

Holders
1,909
Holders Change
+68
Holders Change %
+3.69%
% of All Funds
38.52%
Holding in Top 10
93
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+20.78%
% of All Funds
1.88%
New
165
Increased
779
Reduced
696
Closed
77
Calls
$946M
Puts
$908M
Net Calls
+$37.9M
Net Calls Change
+$26M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$332M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$208M
3
Artisan Partners
Artisan Partners
Wisconsin
+$119M
4
Fidelity International
Fidelity International
Bermuda
+$96.8M
5
Barclays
Barclays
United Kingdom
+$92.3M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$607M
2
State Street
State Street
Massachusetts
-$245M
3
Goldman Sachs
Goldman Sachs
New York
-$230M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
MWNA
Marshall Wace North America
New York
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1751
Sound Income Strategies
Florida
$210K +$6.63K +96 +3%
ACA
1752
Anchor Capital Advisors
Massachusetts
$210K +$208K +3,020 New
XM
1753
XTX Markets
New York
$209K +$208K +3,012 New
ECM
1754
Elgethun Capital Management
South Dakota
$208K – – –
MLFP
1755
MPS Loria Financial Planners
Illinois
$207K +$94.7K +1,372 +85%
SAG
1756
Spotlight Asset Group
Illinois
$207K +$206K +2,980 New
TCWM
1757
Total Clarity Wealth Management
Illinois
$207K +$206K +2,980 New
TCM
1758
Traynor Capital Management
Pennsylvania
$206K +$188K +2,724 New
JF
1759
JSF Financial
California
$206K +$205K +2,972 New
SM
1760
Sciencast Management
New Jersey
$205K -$1.38M -19,944 -88%
PWM
1761
Paulson Wealth Management
Illinois
$205K +$204K +2,960 New
CWM
1762
CCG Wealth Management
California
$204K -$41.4K -600 -17%
DI
1763
DFPG Investments
Utah
$204K +$189K +2,744 New
SCM
1764
Spreng Capital Management
Ohio
$204K +$203K +2,940 New
Aristotle Capital Management
1765
Aristotle Capital Management
California
$203K +$202K +2,920 New
PCMK
1766
Paragon Capital Management (Kansas)
Kansas
$203K +$202K +2,920 New
FCFC
1767
First Citizens Financial Corp
Iowa
$202K +$201K +2,916 New
IC
1768
Intersect Capital
California
$201K +$200K +2,900 New
CFA
1769
Capstone Financial Advisors
Illinois
$201K +$200K +2,904 New
VCAM
1770
Van Cleef Asset Management
Ohio
$200K +$199K +2,884 New
CAL
1771
Capital Advisors Ltd
Ohio
$198K – – –
HI
1772
Hudock Inc
Pennsylvania
$190K +$552 +8 +0.3%
IFA
1773
Interactive Financial Advisors
Illinois
$184K – – –
KCM
1774
Kathmere Capital Management
Pennsylvania
$180K -$94.2K -1,364 -34%
TC
1775
Trust Company
Kansas
$178K – – –
69 70
71
72 73

NEE Hedge Fund Activity: Q3 2020 in Review

1,909 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2020, worth a combined $106B — up 15% from $92B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new NEE positions and 77 closed out — a net gain of 88 holders — while 779 added to existing stakes and 696 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $332M. The largest seller was T. Rowe Price Associates, cutting an estimated $607M.

  • 1,909 institutional investors held NextEra Energy (NEE) as of Q3 2020, up from 1,841 in Q2 2020.
  • Funds reported $106B of NextEra Energy stock for Q3 2020, up 15% quarter-over-quarter.
  • 165 funds opened new NextEra Energy positions in Q3 2020 and 77 closed out, a net change of +88 holders.
  • The largest NextEra Energy buyer in Q3 2020 was JP Morgan Chase, an estimated $332M added.
  • The largest NextEra Energy seller in Q3 2020 was T. Rowe Price Associates, an estimated $607M sold.

Based on aggregated 13F filings for Q3 2020.