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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
EOJOAM
1851
E. Ohman J:or Asset Management
Sweden
-$4.21M -70,000 Closed
Westfield Capital Management
1852
Westfield Capital Management
Massachusetts
-$3.87M -64,300 Closed
AIM
1853
Aigen Investment Management
New York
-$3.7M -61,436 Closed
KOCAA
1854
Knights of Columbus Asset Advisors
Connecticut
-$3.62M -60,228 Closed
BAC
1855
Boys Arnold & Co
North Carolina
-$2.42M -40,160 Closed
TCA
1856
Transcend Capital Advisors
New Jersey
-$2.11M -34,800 Closed
Eagle Capital Management (New York)
1857
Eagle Capital Management (New York)
New York
-$1.68M -28,000 Closed
LOAMS
1858
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.49M -24,844 Closed
LCM
1859
Landscape Capital Management
New Jersey
-$1.42M -23,520 Closed
EI
1860
EDMP Inc
Florida
-$627K -21,180 Closed
CWP
1861
Capital Wealth Planning
Florida
-$1.13M -18,796 Closed
AP
1862
Advisors Preferred
Maryland
-$1.06M -17,692 Closed
TH
1863
Timber Hill
Connecticut
-$1.07M -17,600 Closed
TC
1864
Toews Corporation
New Jersey
-$1.03M -17,200 Closed
TCM
1865
Tuttle Capital Management
Connecticut
-$1.01M -16,852 Closed
LFASL
1866
Lugano Financial Advisors SA (LFA)
Switzerland
-$997K -14,872 Closed
IG
1867
ING Group
Netherlands
-$842K -14,004 Closed
CWA
1868
Clarus Wealth Advisors
Arizona
-$735K -13,272 Closed
PCM
1869
Pennsylvania Capital Management
Pennsylvania
-$696K -12,568 Closed
VFM
1870
Viking Fund Management
North Dakota
-$722K -12,000 Closed
OMC
1871
Old Mission Capital
Illinois
-$596K -9,916 Closed
MCG
1872
MACRO Consulting Group
New Jersey
-$541K -9,640 Closed
PA
1873
Paragon Advisors
Texas
-$565K -9,396 Closed
MFG
1874
MidWestOne Financial Group
Iowa
-$563K -9,364 Closed
WG
1875
Winton Group
United Kingdom
-$506K -8,416 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.