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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
CAI
1901
Capital Advisors Inc
Oklahoma
-$207K -3,448 Closed
RPGK
1902
Retirement Planning Group (Kansas)
Kansas
-$204K -3,392 Closed
ACA
1903
Affinity Capital Advisors
California
-$208K -3,376 Closed
HCA
1904
Horan Capital Advisors
Ohio
-$200K -3,328 Closed
SL
1905
Salomon & Ludwin
Virginia
-$199K -3,304 Closed
PCMK
1906
Paragon Capital Management (Kansas)
Kansas
-$176K -2,920 Closed
SAS
1907
Stelac Advisory Services
New York
-$168K -2,788 Closed
DWM
1908
Darwin Wealth Management
Florida
-$151K -2,528 Closed
AS
1909
Altshuler Shaham
Israel
-$149K -2,480 Closed
CII
1910
Capital International Inc
California
-$126K -2,092 Closed
EWM
1911
EPG Wealth Management
Georgia
-$119K -1,976 Closed
RFM
1912
Royal Fund Management
Florida
-$106K -1,776 Closed
FA
1913
Fortis Advisors
Pennsylvania
-$103K -1,708 Closed
CCM
1914
Cox Capital Management
Massachusetts
-$97K -1,600 Closed
WQ
1915
Wealth Quarterback
New Jersey
-$56.6K -940 Closed
AC
1916
AlphaCore Capital
California
-$37K -616 Closed
LSA
1917
Lion Street Advisors
Texas
-$26K -436 Closed
CS
1918
Capital Square
Tennessee
-$24K -400 Closed
VCS
1919
Vaughan & Co Securities
New Jersey
-$24.1K -400 Closed
POIA
1920
Pin Oak Investment Advisors
Texas
-$22K -360 Closed
ETC
1921
Exchange Traded Concepts
Oklahoma
-$18K -292 Closed
VEA
1922
Virtus ETF Advisers
New York
-$16K -272 Closed
BCM
1923
Blume Capital Management
California
-$12K -200 Closed
1W
1924
1776 Wealth
Georgia
-$10K -168 Closed
AIS
1925
Accurate Investment Solutions
Pennsylvania
-$8K -140 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.