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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
CL
1876
CSS LLC
Illinois
-$494K -8,260 Closed
PAWC
1877
P.A.W. Capital
Connecticut
-$481K -8,000 Closed
PPP
1878
Private Portfolio Partners
New Jersey
-$449K -7,472 Closed
C
1879
Certuity
Florida
-$392K -6,392 Closed
NIT
1880
NumerixS Investment Technologies
British Columbia, Canada
-$348K -5,780 Closed
KC
1881
Kingfisher Capital
North Carolina
-$343K -5,700 Closed
PV
1882
Private Vista
Illinois
-$326K -5,460 Closed
DIM
1883
DC Investments Management
Virginia
-$323K -5,368 Closed
SW
1884
SteelPeak Wealth
California
-$317K -5,264 Closed
ICM
1885
IMS Capital Management
Oregon
-$298K -4,960 Closed
MWM
1886
Modera Wealth Management
New Jersey
-$279K -4,636 Closed
AA
1887
Aufman Associates
Pennsylvania
-$272K -4,524 Closed
CHAM
1888
Clear Harbor Asset Management
Connecticut
-$268K -4,460 Closed
GIA
1889
Gladstone Institutional Advisory
Florida
-$263K -4,376 Closed
PAA
1890
Peregrine Asset Advisers
Oregon
-$259K -4,300 Closed
STA
1891
Summit Trail Advisors
New York
-$256K -4,256 Closed
BCM
1892
Bridgeway Capital Management
Texas
-$241K -4,000 Closed
SA
1893
Sicart Associates
New York
-$241K -4,000 Closed
XM
1894
XTX Markets
New York
-$236K -3,924 Closed
GIP
1895
Granite Investment Partners
California
-$220K -3,652 Closed
VNB
1896
Virginia National Bank
Virginia
-$217K -3,600 Closed
SRC
1897
Shufro Rose & Co
New York
-$212K -3,528 Closed
ZCA
1898
Zeke Capital Advisors
Pennsylvania
-$210K -3,488 Closed
VHAM
1899
Van Hulzen Asset Management
California
-$208K -3,464 Closed
PFA
1900
Pinnacle Family Advisors
Missouri
-$213K -3,452 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.