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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
KLWA
1801
Kelly Lawrence W & Associates
California
$16K
RDWM
1802
Red Door Wealth Management
Tennessee
$15K
ACA
1803
Atlas Capital Advisors
Wyoming
$14.9K
MF
1804
Manchester Financial
California
$13K
KFS
1805
Kelly Financial Services
Massachusetts
$12.7K +$3.83K +64 +43%
HWM
1806
HighMark Wealth Management
Minnesota
$12K -$479 -8 -4%
BCM
1807
Bourgeon Capital Management
Connecticut
$12K
LWANC
1808
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
PFO
1809
Pathstone Family Office
New Jersey
$12K
JG
1810
Jefferies Group
New York
$11.9K +$1.27M +21,284 +12%
TPWA
1811
TRUE Private Wealth Advisors
Oregon
$10K
BC
1812
Barnett & Company
Tennessee
$9K +$9.1K +152 New
PIMG
1813
Patriot Investment Management Group
Tennessee
$8.56K +$8.38K +140 New
APWM
1814
Atlas Private Wealth Management
New York
$8K
CA
1815
Centerpoint Advisors
Massachusetts
$8K
WAS
1816
Winch Advisory Services
Wisconsin
$8K +$239 +4 +3%
APWA
1817
Atlas Private Wealth Advisors
New Jersey
$8K +$8.14K +136 New
CAGAS
1818
Capital Advisory Group Advisory Services
Minnesota
$7K
JIR
1819
James Investment Research
Ohio
$7K
WCG
1820
Weaver Consulting Group
California
$7K
MWA
1821
MFA Wealth Advisors
Pennsylvania
$6.58K +$6.46K +108 New
SQA
1822
Simon Quick Advisors
New Jersey
$6K -$14.4K -240 -71%
TAIM
1823
TD Ameritrade Investment Management
Nebraska
$6K -$2.87K -48 -34%
CFN
1824
Cordasco Financial Network
Florida
$6K
SFA
1825
Semmax Financial Advisors
North Carolina
$6K

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.