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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
DWA
526
Douglass Winthrop Advisors
New York
$4.58M +$578K +9,904 +15%
EAMA
527
EFG Asset Management (Americas)
Florida
$4.58M -$948K -16,232 -18%
TMAM
528
Tokio Marine Asset Management
Japan
$4.57M +$102K +1,744 +2%
ONB
529
Old National Bancorp
Indiana
$4.55M -$7.94K -136 -0.2%
SLI
530
Sumitomo Life Insurance
Japan
$4.54M +$225K +3,852 +5%
SAM
531
Silvercrest Asset Management
New York
$4.53M +$130K +2,224 +3%
BCMO
532
Buckingham Capital Management (Ohio)
Ohio
$4.53M +$481K +8,236 +12%
LIA
533
LS Investment Advisors
Michigan
$4.51M -$95.3K -1,632 -2%
BCCM
534
Bridge Creek Capital Management
Massachusetts
$4.51M -$93.4K -1,600 -2%
BGIM
535
Brandywine Global Investment Management
Pennsylvania
$4.5M -$857K -14,684 -16%
SMI
536
Shelter Mutual Insurance
Missouri
$4.46M
PFM
537
Patton Fund Management
Texas
$4.45M +$4.29M +73,532 New
IA
538
IFP Advisors
Florida
$4.45M -$767K -13,140 -15%
BOH
539
Bank of Hawaii
Hawaii
$4.44M +$34.6K +592 +0.8%
SYBT
540
Stock Yards Bank & Trust
Kentucky
$4.43M -$468K -8,024 -10%
MCM
541
Mattern Capital Management
Colorado
$4.39M +$4.23M +72,480 New
PCIA
542
Prime Capital Investment Advisors
Kansas
$4.38M -$599K -10,260 -12%
NA
543
Navellier & Associates
Nevada
$4.34M -$211K -3,612 -5%
BBVA
544
Banco Bilbao Vizcaya Argentaria
Spain
$4.32M +$4.16M +71,280 New
UTC
545
Unified Trust Company
Kentucky
$4.31M +$51.6K +884 +1%
EWM
546
Evercore Wealth Management
New York
$4.3M +$83.4K +1,428 +2%
BOTW
547
Bank of the West
California
$4.28M -$4.53M -77,588 -52%
SS
548
Sunbelt Securities
Texas
$4.24M +$13.5K +232 +0.3%
WF
549
Welch & Forbes
Massachusetts
$4.24M +$41.8K +716 +1%
BIAS
550
Beacon Investment Advisory Services
New Jersey
$4.22M -$78.7K -1,348 -2%

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.