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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
MAM
1776
Marquette Asset Management
Minnesota
$43K
HS
1777
Horan Securities
United States
$41K -$479 -8 -1%
CIA
1778
Cascade Investment Advisors
Oregon
$40.8K
OAJ
1779
Ogorek Anthony Joseph
New York
$39K
FBT
1780
First Bank & Trust
South Dakota
$38K
Loomis, Sayles & Company
1781
Loomis, Sayles & Company
Massachusetts
$37K -$9.1K -152 -20%
SFPG
1782
Stonebridge Financial Planning Group
Florida
$37K
SIA
1783
SeaBridge Investment Advisors
New Jersey
$36K
AC
1784
Asio Capital
Kentucky
$36K +$35.9K +600 New
LAS
1785
Lloyd Advisory Services
Georgia
$35K
RG
1786
Retirement Group
California
$32K +$31.4K +524 New
HWA
1787
HHM Wealth Advisors
Tennessee
$30K
VNA
1788
Valley National Advisers
Pennsylvania
$30K +$958 +16 +3%
RWML
1789
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$26.9K
EWA
1790
Evolution Wealth Advisors
Florida
$26K +$14.6K +244 +130%
JSC
1791
Jackson Square Capital
California
$24K
EI
1792
Ellevest Inc
New York
$23K -$16.3K -272 -42%
ACM
1793
AUA Capital Management
Pennsylvania
$22K
NG
1794
NWK Group
California
$21K +$21.1K +352 New
HFM
1795
Harvest Fund Management
China
$20K -$42.9K -716 -69%
AW
1796
Avion Wealth
Texas
$20K
SWM
1797
Selective Wealth Management
Virginia
$19K
CH
1798
Canton Hathaway
Rhode Island
$18K
RIA
1799
RPG Investment Advisory
California
$18K +$18.2K +304 New
AAP
1800
Arax Advisory Partners
Colorado
$17K +$7.9K +132 +85%

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.