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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
OC
276
Oppenheimer & Co
New York
$18.2M +$696K +11,928 +4%
PVH
277
Psagot Value Holdings
Israel
$18.2M
AB
278
Amalgamated Bank
New York
$17.9M +$1.54M +26,436 +10%
MLICM
279
Metropolitan Life Insurance Company (MetLife)
New York
$17.8M +$250K +4,288 +1%
EB
280
Eastern Bank
Massachusetts
$17.6M +$443K +7,596 +3%
FBB
281
Fulton Breakefield Broenniman
Maryland
$17.5M +$18.7K +320 +0.1%
CM
282
Churchill Management
California
$17.2M -$783K -13,416 -5%
AG
283
Advisor Group
Arizona
$17.2M -$337K -5,772 -2%
Ninety One (UK)
284
Ninety One (UK)
United Kingdom
$16.9M +$5.87M +100,588 +56%
MSA
285
Mason Street Advisors
Wisconsin
$16.9M +$24.8K +424 +0.2%
RMC
286
Resources Management Corp
Connecticut
$16.8M -$32.7K -560 -0.2%
CFG
287
Citizens Financial Group
Rhode Island
$16.8M -$358K -6,136 -2%
DBG
288
De Burlo Group
Massachusetts
$16.6M +$5.16M +88,400 +48%
CT
289
Caldwell Trust
Florida
$16.2M +$15.6M +267,048 New
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$16M +$11.1M +190,216 +256%
MYAM
291
Meiji Yasuda Asset Management
Japan
$16M -$2.4M -41,032 -13%
FT
292
Fiduciary Trust
Massachusetts
$16M +$416K +7,128 +3%
SAM
293
Shell Asset Management
Netherlands
$15.6M -$413K -7,076 -3%
PIM
294
Penobscot Investment Management
Massachusetts
$15.1M -$114K -1,960 -0.8%
BF
295
BOK Financial
Oklahoma
$15M +$559K +9,572 +4%
TCOV
296
Trust Company of Vermont
Vermont
$15M -$203K -3,472 -1%
RFA
297
Reilly Financial Advisors
California
$14.8M -$710K -12,168 -5%
PNC
298
Park National Corp
Ohio
$14.7M +$723K +12,384 +5%
EAM
299
Eagle Asset Management
Florida
$14.7M +$2.46M +42,216 +21%
ECM
300
ExodusPoint Capital Management
New York
$14.4M -$6.67M -114,312 -33%

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.