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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
WAMC
1826
Western Asset Management Company
California
$6K +$2.15K +36 +64%
PK
1827
Pflug Koory
Nebraska
$5K
CAM
1828
Costello Asset Management
Pennsylvania
$5K +$5.03K +84 New
FCH
1829
Freestone Capital Holdings
Washington
$4.76K +$3.13M +52,352 +195%
CAM
1830
ClariVest Asset Management
California
$4K
TVWM
1831
Tower View Wealth Management
Wisconsin
$4K +$4.31K +72 New
CB
1832
CNB Bank
Pennsylvania
$3K -$12K -200 -81%
PW
1833
Price Wealth
Texas
$3K -$8.86K -148 -77%
PG
1834
Proffitt & Goodson
Tennessee
$3K
JWM
1835
Janiczek Wealth Management
Colorado
$3K +$3.11K +52 New
PP
1836
Pacifica Partners
Canada
$2K
TI
1837
tru Independence
Oregon
$1.35K +$5.03K +84 +0.4%
UFF
1838
USA Financial Formulas
Michigan
$1K -$2.04M -34,056 -100%
IRC
1839
Investors Research Corp
Georgia
$1K
LWA
1840
Lowe Wealth Advisors
Maryland
$1K
TFA
1841
Transamerica Financial Advisors
Florida
$1K +$239 +4 New
ST
1842
Sageworth Trust
Pennsylvania
$1K +$958 +16 New
WIM
1843
Westside Investment Management
California
$62
SIG
1844
Senator Investment Group
New York
-$66.2M -1,100,000 Closed
CC
1845
Carlson Capital
Texas
-$19.4M -322,292 Closed
SCA
1846
Salient Capital Advisors
Texas
-$14.8M -246,824 Closed
CM
1847
Churchill Management
California
-$14.2M -236,024 Closed
MSE
1848
MUFG Securities EMEA
United Kingdom
-$12M -200,000 Closed
PIA
1849
Piedmont Investment Advisors
North Carolina
-$6.26M -104,120 Closed
CA
1850
Commerzbank Aktiengesellschaft
Germany
-$5.93M -98,648 Closed

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.