We are live on ! Find out more
NEE icon

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
SB
576
Simmons Bank
Arkansas
$3.8M +$137K +2,352 +4%
LNB
577
Ledyard National Bank
$3.76M +$42.7K +732 +1%
ACM
578
Azimuth Capital Management
Michigan
$3.75M -$29.2K -500 -0.8%
AWCI
579
Alpine Woods Capital Investors
New York
$3.74M
JLBC
580
J.L. Bainbridge & Co
Florida
$3.74M -$131K -2,244 -4%
CAN
581
Cetera Advisor Networks
California
$3.73M -$98.1K -1,680 -3%
AC
582
Abbrea Capital
California
$3.72M -$49K -840 -1%
OPTFSNA
583
Old Point Trust & Financial Services N A
Virginia
$3.71M +$40.9K +700 +1%
IAA
584
Independent Advisor Alliance
North Carolina
$3.71M +$235K +4,020 +7%
IFAM
585
Institutional & Family Asset Management
Colorado
$3.67M -$657K -11,252 -16%
GTAM
586
Global Trust Asset Management
Florida
$3.65M -$3.5K -60 -0.1%
BS
587
Banco Santander
Spain
$3.63M -$664K -11,376 -16%
BUB
588
BBVA USA Bancshares
Texas
$3.63M -$547K -9,376 -14%
IB
589
Intrust Bank
Kansas
$3.62M +$45.3K +776 +1%
VCM
590
Violich Capital Management
California
$3.62M -$46.7K -800 -1%
NIA
591
Northstar Investment Advisors
Colorado
$3.62M +$4.67K +80 +0.1%
WOC
592
West Oak Capital
California
$3.62M -$283K -4,852 -8%
IIM
593
Intact Investment Management
Quebec, Canada
$3.6M -$350K -6,000 -9%
HW
594
Hancock Whitney
Mississippi
$3.6M -$153K -2,624 -4%
KOCAA
595
Knights of Columbus Asset Advisors
Connecticut
$3.57M
Canada Pension Plan Investment Board
596
Canada Pension Plan Investment Board
Ontario, Canada
$3.56M -$45.9M -785,364 -93%
PFS
597
Prospera Financial Services
Texas
$3.56M +$1.77M +30,288 +106%
AA
598
Ancora Advisors
Ohio
$3.55M +$6.54K +112 +0.2%
SG
599
Somerset Group
Minnesota
$3.55M -$241K -4,124 -7%
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.51M -$3.01M -51,580 -47%

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.