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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
CCT
501
Capital City Trust
Florida
$5.02M -$33.4K -572 -0.7%
ST
502
Somerset Trust
Pennsylvania
$5.02M +$56.3K +964 +1%
MYLI
503
Meiji Yasuda Life Insurance
Japan
$4.98M -$950K -16,276 -17%
HPC
504
HM Payson & Co
Maine
$4.92M -$209K -3,588 -4%
SC
505
Sepio Capital
Utah
$4.92M +$156K +2,664 +3%
BC
506
Brinker Capital
Pennsylvania
$4.91M +$707K +12,104 +18%
CBT
507
Central Bank & Trust
Kentucky
$4.9M -$185K -3,172 -4%
NNP
508
Nachman Norwood & Parrott
South Carolina
$4.89M -$45.5K -780 -1%
Rockefeller Capital Management
509
Rockefeller Capital Management
New York
$4.88M +$197K +3,380 +4%
MA
510
Montag & Associates
Georgia
$4.88M -$47.2K -808 -1%
TC
511
Telemus Capital
Michigan
$4.87M +$116K +1,984 +3%
AII
512
AGF Investments Inc
Ontario, Canada
$4.87M +$1.64M +28,048 +54%
SBL
513
Sargent Bickham Lagudis
Colorado
$4.87M -$117K -2,012 -2%
Mercer Global Advisors
514
Mercer Global Advisors
Colorado
$4.85M +$50.9K +872 +1%
HPIA
515
Hamilton Point Investment Advisors
North Carolina
$4.85M +$29.9K +512 +0.6%
TU
516
TDAM USA
Ontario, Canada
$4.81M -$213K -3,640 -4%
AAF
517
Andra AP-fonden
Sweden
$4.79M -$771K -13,200 -14%
ECM
518
Estabrook Capital Management
New York
$4.79M -$697K -11,944 -13%
CT
519
Coastline Trust
Rhode Island
$4.73M +$242K +4,140 +6%
RP
520
Rice Partnership
Hawaii
$4.71M -$109K -1,860 -2%
LBD
521
Landsberg Bennett & Dubbaneh
Florida
$4.7M +$169K +2,892 +4%
PTB
522
Pioneer Trust Bank
Oregon
$4.69M +$53.9K +924 +1%
AFWM
523
AMJ Financial Wealth Management
Virginia
$4.69M +$4.53M +77,504 New
LSA
524
L & S Advisors
California
$4.62M -$3.46M -59,216 -44%
CIA
525
Covington Investment Advisors
Pennsylvania
$4.61M +$116K +1,980 +3%

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.