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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
Mariner
326
Mariner
Kansas
$12.3M +$1.84M +31,540 +18%
H
327
HoyleCohen
California
$12.2M -$295K -5,048 -2%
CTC
328
Central Trust Company
Missouri
$12.1M +$414K +7,092 +4%
LFAS
329
Level Four Advisory Services
Texas
$12M +$298K +5,100 +16%
CAM
330
Congress Asset Management
Massachusetts
$12M +$110K +1,876 +1%
II
331
IFM Investors
Australia
$11.9M -$539K -9,224 -4%
SAM
332
Securian Asset Management
Minnesota
$11.9M -$447K -7,664 -4%
B
333
BP
United Kingdom
$11.8M
PP
334
Patten & Patten
Tennessee
$11.7M -$126K -2,156 -1%
NWM
335
Nicola Wealth Management
British Columbia, Canada
$11.6M +$1.66M +28,352 +18%
CIMLRA
336
CBRE Investment Management Listed Real Assets
Pennsylvania
$11.5M +$2.45M +41,952 +28%
BBL
337
Beck Bode LLC
Massachusetts
$11.5M +$131K +2,244 +1%
S
338
Seeyond
France
$11.2M -$519K -8,892 -5%
CM
339
CS McKee
Pennsylvania
$11.1M -$1.27M -21,800 -11%
BFO
340
Boston Family Office
Massachusetts
$11.1M -$179K -3,060 -2%
BL
341
BFSG LLC
California
$11M +$74.3K +1,272 +0.7%
RBA
342
Richard Bernstein Advisors
New York
$11M
CGH
343
Crossmark Global Holdings
Texas
$10.9M -$1.6M -27,384 -13%
WB
344
WesBanco Bank
West Virginia
$10.9M -$875K -14,980 -8%
VI
345
Vestcor Inc
New Brunswick, Canada
$10.8M +$10.5M +179,012 New
BCM
346
Brasada Capital Management
Texas
$10.6M +$282K +4,824 +3%
RJT
347
Raymond James Trust
Florida
$10.5M +$598K +10,248 +6%
MC
348
Middleton & Co
Massachusetts
$10.4M +$122K +2,096 +1%
BFM
349
Boston Financial Management
Massachusetts
$10.1M -$66.6K -1,140 -0.7%
MA
350
MUFG Americas
New York
$10.1M -$532K -9,120 -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.