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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.8B -$402M -6,719,096 -4%
BlackRock
2
BlackRock
New York
$9.16B -$422M -7,044,736 -4%
State Street
3
State Street
Massachusetts
$6.34B -$207M -3,463,844 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.8B +$132M +2,205,548 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.2B +$199M +3,325,392 +7%
Bank of America
6
Bank of America
North Carolina
$2.63B -$3.13M -52,364 -0.1%
Wells Fargo
7
Wells Fargo
California
$1.96B -$50M -835,180 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.92B -$178M -2,981,116 -9%
Morgan Stanley
9
Morgan Stanley
New York
$1.78B +$11M +184,092 +0.6%
Norges Bank
10
Norges Bank
Norway
$1.69B +$99.3M +1,659,292 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.69B -$48.9M -816,696 -3%
Northern Trust
12
Northern Trust
Illinois
$1.6B +$24.8M +415,128 +2%
Franklin Resources
13
Franklin Resources
California
$1.32B +$108M +1,810,520 +11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.22B +$7.45M +124,504 +0.6%
Deutsche Bank
15
Deutsche Bank
Germany
$1.13B -$123M -2,056,808 -10%
Legal & General Group
16
Legal & General Group
United Kingdom
$989M +$25.2M +421,592 +3%
Capital Research Global Investors
17
Capital Research Global Investors
California
$984M -$11.1M -185,140 -1%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$968M +$51.3M +857,224 +6%
N
19
Nuveen
North Carolina
$857M -$130M -2,171,536 -13%
UBS AM
20
UBS AM
Illinois
$835M -$6.8M -113,548 -0.8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$812M +$53.1M +886,852 +7%
AllianceBernstein
22
AllianceBernstein
Tennessee
$754M +$99M +1,654,400 +15%
UBS Group
23
UBS Group
Switzerland
$740M -$19.5M -326,112 -3%
Fisher Asset Management
24
Fisher Asset Management
Washington
$706M +$703M +11,745,568 +158,982%
Ameriprise
25
Ameriprise
Minnesota
$699M +$59.8M +998,552 +9%

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.