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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
ANI
376
American National Insurance
Texas
$8.67M -$939K -16,084 -10%
VCM
377
Vision Capital Management
Oregon
$8.6M -$64.2K -1,100 -0.8%
SPIA
378
Steward Partners Investment Advisory
New York
$8.56M +$741K +12,692 +10%
BRCM
379
Bright Rock Capital Management
Massachusetts
$8.48M
WC
380
Woodstock Corp
Massachusetts
$8.47M -$21K -360 -0.3%
CFB
381
Cullen/Frost Bankers
Texas
$8.36M +$521K +8,924 +7%
ATC
382
Argent Trust Co
Tennessee
$8.35M +$151K +2,592 +2%
MCG
383
McCollum Christoferson Group
New York
$8.34M -$123K -2,112 -2%
MKC
384
M. Kraus & Co
Vermont
$8.27M -$47.9K -820 -0.6%
OTPPB
385
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.24M -$6.76M -115,864 -46%
FA
386
FDx Advisors
Illinois
$8.08M +$2.46M +42,160 +46%
PLFAM
387
Pineno Levin & Ford Asset Management
Virginia
$8.07M -$272K -4,656 -3%
KWM
388
Kingsview Wealth Management
Oregon
$8.04M +$256K +4,392 +3%
MML Investors Services
389
MML Investors Services
Massachusetts
$8.02M +$1.02M +17,516 +15%
YIA
390
YHB Investment Advisors
Connecticut
$8.01M -$30.6K -524 -0.4%
IWA
391
IBEX Wealth Advisors
New Jersey
$8M +$77.8K +1,332 +1%
RHFI
392
Reilly Herbert Faulkner III
$7.93M -$106K -1,824 -1%
OIM
393
Opus Investment Management
Massachusetts
$7.87M
MMA
394
Miracle Mile Advisors
California
$7.79M +$250K +4,280 +3%
PJSIMP
395
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.73M +$467 +8 +0%
SPC
396
Sigma Planning Corp
Michigan
$7.69M -$5.94M -101,660 -44%
Jones Financial Companies
397
Jones Financial Companies
Missouri
$7.66M +$851K +14,580 +13%
COPPSERS
398
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.62M +$36.4K +624 +0.5%
GKWIM
399
Gerber Kawasaki Wealth & Investment Management
California
$7.61M -$241K -4,124 -3%
CCM
400
Cohen Capital Management
California
$7.59M

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.