NextEra Energy
NEE
1,842 hedge funds and large institutions have $92B invested in NextEra Energy in 2020 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 769 increasing their positions, 669 reducing their positions, and 85 closing their positions.
65% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 85
15% more repeat investments, than reductions
Existing positions increased: 769 | Existing positions reduced: 669
2% more funds holding
Funds holding: 1,802 → 1,842 (+40)
2% more call options, than puts
Call options by funds: $657M | Put options by funds: $645M
0.5% less ownership
Funds ownership: 78.64% → 78.15% (-0.5%)
1% less capital invested
Capital invested by funds: $92.5B → $92B (-$514M)
31% less funds holding in top 10
Funds holding in top 10: 112 → 77 (-35)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$703M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$258M |
| 3 |
JP Morgan Chase
New York
|
+$199M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$157M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.1B |
| 2 |
BlackRock
New York
|
-$422M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$402M |
| 4 |
Renaissance Technologies
New York
|
-$253M |
| 5 |
State Street
Boston,
Massachusetts
|
-$207M |
NEE Hedge Fund Activity: Q2 2020 in Review
1,842 of the 4,889 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2020, worth a combined $92B — down 0.56% from $92.5B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new NEE positions and 85 closed out — a net gain of 55 holders — while 769 added to existing stakes and 669 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 1,802 in Q1 2020.
- Funds reported $92B of NextEra Energy stock for Q2 2020, down 0.56% quarter-over-quarter.
- 140 funds opened new NextEra Energy positions in Q2 2020 and 85 closed out, a net change of +55 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.