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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
CI
601
Cigna Investments
Connecticut
$3.49M -$307K -5,264 -9%
CCM
602
Copeland Capital Management
Pennsylvania
$3.49M -$55.8K -956 -2%
TG
603
TCW Group
California
$3.45M -$210K -3,600 -6%
BSW
604
Buckingham Strategic Wealth
Missouri
$3.45M +$272K +4,664 +9%
LSPW
605
Lake Street Private Wealth
Illinois
$3.45M +$362K +6,200 +12%
MJRIC
606
Mogy Joel R Investment Counsel
California
$3.41M -$52.5K -900 -2%
SIC
607
SFE Investment Counsel
California
$3.41M -$113K -1,940 -3%
ST
608
Smithfield Trust
Pennsylvania
$3.36M -$125K -2,140 -4%
GDP
609
Great Diamond Partners
Maine
$3.33M +$3.21M +55,060 New
ECM
610
Everence Capital Management
Indiana
$3.3M -$376K -6,448 -11%
CB
611
Community Bank
New York
$3.28M -$83.8K -1,436 -3%
TWM
612
Torch Wealth Management
Ohio
$3.27M -$49K -840 -2%
RMCM
613
Reynders McVeigh Capital Management
Massachusetts
$3.26M +$140K +2,392 +5%
PT
614
Plimoth Trust
Massachusetts
$3.23M -$121K -2,076 -4%
FAIM
615
Financial Advocates Investment Management
Washington
$3.22M +$138K +2,368 +5%
CEP
616
Chicago Equity Partners
Illinois
$3.2M -$2.05M -35,120 -40%
EAM
617
Eventide Asset Management
Massachusetts
$3.2M +$327K +5,600 +12%
Fayez Sarofim & Co
618
Fayez Sarofim & Co
Texas
$3.19M +$169K +2,900 +6%
PAM
619
Peninsula Asset Management
Florida
$3.17M +$23.4K +400 +0.8%
TCM
620
Twin Capital Management
Pennsylvania
$3.14M +$231K +3,960 +8%
BCM
621
Bluefin Capital Management
New York
$3.13M +$3.02M +51,744 New
HIM
622
Harbour Investment Management
Washington
$3.13M -$63.8K -1,092 -2%
Fiera Capital (Canada)
623
Fiera Capital (Canada)
Quebec, Canada
$3.11M +$198K +3,388 +7%
MWM
624
Marietta Wealth Management
Georgia
$3.1M +$125K +2,136 +4%
BHC
625
Bowen Hanes & Co
Florida
$3.1M -$14.5K -248 -0.5%

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.