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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
PCM
201
Polaris Capital Management
Massachusetts
$33.7M -$3.89M -65,000 -10%
KBC Group
202
KBC Group
Belgium
$33.3M +$10.6M +177,580 +47%
Nomura Asset Management
203
Nomura Asset Management
Japan
$33.2M +$4.64M +77,568 +16%
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$32.9M +$2.17M +36,216 +7%
OAC
205
OMERS Administration Corp
Ontario, Canada
$32.8M
WBC
206
Westpac Banking Corp
Australia
$32.8M +$6M +100,168 +22%
CS
207
Candriam SCA
Luxembourg
$32.3M +$13.3M +222,516 +71%
DILIC
208
Dai-ichi Life Insurance Company
Japan
$32.1M +$216K +3,604 +0.7%
AC
209
Alley Company
Illinois
$32.1M +$8.2M +136,952 +34%
First Manhattan
210
First Manhattan
New York
$32.1M +$14M +234,400 +78%
AC
211
Athanor Capital
New York
$32M +$28.2M +471,132 +762%
Los Angeles Capital Management
212
Los Angeles Capital Management
California
$31.2M +$7.85M +131,172 +34%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$30.8M +$30.7M +512,624 New
MIM
214
MetLife Investment Management
New Jersey
$30.7M +$484K +8,084 +2%
FAF
215
Fjarde Ap-fonden
Sweden
$30.7M +$1.48M +24,800 +5%
HCM
216
Hilton Capital Management
New York
$30.7M +$6.73M +112,428 +28%
Marshall Wace
217
Marshall Wace
United Kingdom
$30.3M -$7.94M -132,632 -21%
SOMRS
218
State of Michigan Retirement System
Michigan
$30M +$3.12M +52,168 +12%
EPFB
219
Employees Provident Fund Board
Malaysia
$30M +$29.9M +500,000 New
SOADOR
220
State of Alaska Department of Revenue
Alaska
$30M -$292K -4,872 -1%
WCM
221
Windward Capital Management
California
$29.6M -$478K -7,992 -2%
UCFA
222
United Capital Financial Advisors
Texas
$28.9M +$18.9M +315,164 +189%
DADC
223
D.A. Davidson & Co
Montana
$28.7M -$2.92M -48,756 -9%
ST
224
Sabal Trust
Florida
$28.6M -$1.41M -23,476 -5%
GIBU
225
Gulf International Bank (UK)
United Kingdom
$28.5M +$224K +3,736 +0.8%

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.