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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
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$627M +$71.3M +1,220,712 +13%
Mitsubishi UFJ Trust & Banking
27
Mitsubishi UFJ Trust & Banking
Japan
$573M -$38.1M -652,236 -6%
AllianceBernstein
28
AllianceBernstein
Tennessee
$551M -$3.6M -61,576 -0.7%
BG
29
Bahl & Gaynor
Ohio
$531M -$33M -565,592 -6%
Charles Schwab
30
Charles Schwab
California
$527M +$7.92M +135,712 +2%
Aberdeen Group
31
Aberdeen Group
United Kingdom
$518M +$12.1M +206,832 +2%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$490M +$9.34M +160,020 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$482M -$2.3M -39,420 -0.5%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$459M -$13.1M -224,800 -3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$451M -$15.2M -260,400 -3%
APG Asset Management
36
APG Asset Management
Netherlands
$448M +$83.2M +1,425,200 +21%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$437M +$723K +12,376 +0.2%
PPA
38
Parametric Portfolio Associates
Washington
$434M +$7.24M +123,924 +2%
EVM
39
Eaton Vance Management
Massachusetts
$425M -$16.9M -290,260 -4%
Cohen & Steers
40
Cohen & Steers
New York
$413M +$27M +462,744 +7%
Barclays
41
Barclays
United Kingdom
$365M +$108M +1,845,600 +44%
ClearBridge Investments
42
ClearBridge Investments
New York
$357M -$12.6M -215,764 -3%
Invesco
43
Invesco
Georgia
$354M -$21.2M -362,652 -6%
CS
44
Credit Suisse
Switzerland
$328M +$125M +2,138,892 +65%
CWG
45
C WorldWide Group
Denmark
$313M +$302M +5,165,968 New
Principal Financial Group
46
Principal Financial Group
Iowa
$311M -$9.69M -166,028 -3%
PI
47
Putnam Investments
Massachusetts
$291M -$19M -325,044 -6%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$290M -$4.41M -75,536 -2%
Jennison Associates
49
Jennison Associates
New York
$274M +$2.86M +49,036 +1%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$269M +$260M +4,448,592 New

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.