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NextEra Energy

1,785 hedge funds and large institutions have $93B invested in NextEra Energy in 2019 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 646 increasing their positions, 625 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 53

9% more funds holding

Funds holding: 1,6361,785 (+149)

4% more capital invested

Capital invested by funds: $89.4B → $93B (+$3.58B)

3% more repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 625

0.43% more ownership

Funds ownership: 314.55%314.98% (+0.43%)

10% less funds holding in top 10

Funds holding in top 10: 9283 (-9)

29% less call options, than puts

Call options by funds: $455M | Put options by funds: $643M

Holders
1,785
Holders Change
+149
Holders Change %
+9.11%
% of All Funds
35.17%
Holding in Top 10
83
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9.78%
% of All Funds
1.64%
New
227
Increased
646
Reduced
625
Closed
53
Calls
$455M
Puts
$643M
Net Calls
-$189M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
226
Mackay Shields LLC
New York
$24.6M +$3M +51,452 +15%
PSUF
227
People's United Financial
Connecticut
$24.5M -$1.19M -20,436 -5%
QAM
228
QCI Asset Management
New York
$24.5M -$1.82M -31,216 -7%
BPB
229
Badgley, Phelps & Bell
Washington
$24.3M +$481K +8,232 +2%
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$24.3M +$2.96M +50,776 +14%
HCM
231
Hilton Capital Management
New York
$24.1M +$510K +8,732 +2%
EA
232
Ecofin Advisors
United Kingdom
$23.9M -$1.64M -28,040 -7%
OAM
233
Oppenheimer Asset Management
New York
$23.5M -$219K -3,752 -1%
NIMC
234
NWQ Investment Management Company
California
$23.4M -$3.18M -54,400 -12%
TA
235
Tiedemann Advisors
New York
$23.4M -$1.74M -29,820 -7%
MSR
236
Main Street Research
Connecticut
$23.2M -$764K -13,092 -3%
MOACM
237
Mutual of America Capital Management
New York
$22.9M -$778K -13,320 -3%
Nisa Investment Advisors
238
Nisa Investment Advisors
Missouri
$22.9M +$444K +7,600 +2%
LTFS
239
Ladenburg Thalmann Financial Services
Florida
$22.7M +$1.86M +31,832 +8%
URS
240
Utah Retirement Systems
Utah
$22.6M +$514K +8,800 +2%
Federated Hermes
241
Federated Hermes
Pennsylvania
$22.3M -$1.06M -18,196 -5%
WT
242
Washington Trust
Rhode Island
$22M -$70.5K -1,208 -0.3%
ADEF
243
Adams Diversified Equity Fund
Maryland
$21.9M
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$21.8M -$177K -3,036 -0.8%
MCM
245
MAI Capital Management
Ohio
$21.8M +$299K +5,128 +1%
SMDAM
246
Sumitomo Mitsui DS Asset Management
Japan
$21.7M -$4.06M -69,524 -16%
ProShare Advisors
247
ProShare Advisors
Maryland
$21.6M +$4.05M +69,296 +24%
KBC Group
248
KBC Group
Belgium
$21.3M -$8.12M -139,056 -28%
PMAM
249
Picton Mahoney Asset Management
Ontario, Canada
$21M -$2.59M -44,400 -11%
TPSF
250
Texas Permanent School Fund
Texas
$20.9M -$1.06M -18,216 -5%

NEE Hedge Fund Activity: Q4 2019 in Review

1,785 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2019, worth a combined $93B — up 4% from $89.4B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new NEE positions and 53 closed out — a net gain of 174 holders — while 646 added to existing stakes and 625 trimmed.

The largest buyer was BlackRock, adding an estimated $473M. The largest seller was Fidelity Investments, cutting an estimated $585M.

  • 1,785 institutional investors held NextEra Energy (NEE) as of Q4 2019, up from 1,636 in Q3 2019.
  • Funds reported $93B of NextEra Energy stock for Q4 2019, up 4% quarter-over-quarter.
  • 227 funds opened new NextEra Energy positions in Q4 2019 and 53 closed out, a net change of +174 holders.
  • The largest NextEra Energy buyer in Q4 2019 was BlackRock, an estimated $473M added.
  • The largest NextEra Energy seller in Q4 2019 was Fidelity Investments, an estimated $585M sold.

Based on aggregated 13F filings for Q4 2019.