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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
CG
426
Colony Group
Massachusetts
$6.84M +$1.25M +21,380 +23%
RIM
427
Redpoint Investment Management
Australia
$6.84M +$2.3M +39,392 +54%
PAG
428
Private Advisor Group
New Jersey
$6.83M +$727K +12,460 +12%
JWM
429
JGP Wealth Management
Oregon
$6.82M +$343K +5,876 +5%
CAPTRUST Financial Advisors
430
CAPTRUST Financial Advisors
North Carolina
$6.77M +$4.65M +79,624 +235%
FMBTD
431
First Midwest Bank Trust Division
Illinois
$6.74M +$78K +1,336 +1%
AWM
432
AE Wealth Management
Kansas
$6.68M +$2.06M +35,320 +47%
Daiwa Securities Group
433
Daiwa Securities Group
Japan
$6.61M -$5.26M -90,092 -45%
CCT
434
Country Club Trust
Missouri
$6.61M -$462K -7,916 -7%
V
435
Veritable
Delaware
$6.6M +$223K +3,820 +4%
SF
436
Synovus Financial
Georgia
$6.59M +$582K +9,964 +10%
CA
437
Cornerstone Advisors
North Carolina
$6.54M +$6.31M +108,000 New
AC
438
Alley Company
Illinois
$6.53M +$106K +1,816 +2%
FTC
439
Farmers Trust Company
Ohio
$6.52M -$375K -6,420 -6%
SC
440
Scotia Capital
Ontario, Canada
$6.5M -$2.13M -36,536 -25%
First Manhattan
441
First Manhattan
New York
$6.5M +$2.44M +41,764 +64%
SDIC
442
South Dakota Investment Council
South Dakota
$6.48M -$1.78M -30,480 -22%
ABC
443
Associated Banc-Corp
Wisconsin
$6.47M +$1.38M +23,624 +28%
IC
444
Inverness Counsel
New York
$6.46M +$5.91M +101,244 +1,882%
ANBT
445
American National Bank & Trust
Texas
$6.44M -$703K -12,036 -10%
BCM
446
Barometer Capital Management
Ontario, Canada
$6.41M -$7.11M -121,860 -54%
CWM
447
Calamos Wealth Management
Illinois
$6.37M +$59.1K +1,012 +1%
WTB
448
Washington Trust Bank
Washington
$6.3M -$90.4K -1,548 -1%
RIM
449
Rampart Investment Management
Connecticut
$6.2M -$1.31M -22,384 -18%
CNBT
450
Canandaigua National Bank & Trust
New York
$6.19M -$57.2K -980 -0.9%

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.