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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
GI
651
Gradient Investments
Minnesota
$2.82M +$98.6K +1,688 +4%
GG
652
Gofen & Glossberg
Illinois
$2.82M -$5.61K -96 -0.2%
CK
653
Cohen Klingenstein
New York
$2.81M
KRSITF
654
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.8M +$10.7K +184 +0.4%
VFA
655
Voya Financial Advisors
Connecticut
$2.8M +$698K +11,948 +35%
PA
656
Parallel Advisors
California
$2.77M +$30.8K +528 +1%
CIP
657
Convergence Investment Partners
Florida
$2.76M +$978K +16,752 +58%
JFA
658
Johanson Financial Advisors
California
$2.7M +$152M +2,606,420 +27,610%
Assenagon Asset Management
659
Assenagon Asset Management
Luxembourg
$2.66M -$1.95M -33,404 -43%
BIM
660
Bridges Investment Management
Nebraska
$2.65M +$18.4K +316 +0.7%
MIM
661
Montgomery Investment Management
Maryland
$2.64M -$46.7K -800 -2%
SC
662
SouthState Corp
Florida
$2.63M +$2.8K +48 +0.1%
ISL
663
Ingalls & Snyder LLC
New York
$2.62M +$17.3K +296 +0.7%
II
664
Inspire Investing
Idaho
$2.6M +$114K +1,944 +5%
CAC
665
Core Alternative Capital
Georgia
$2.6M +$2.5M +42,880 New
AAS
666
Annex Advisory Services
Wisconsin
$2.59M
CHC
667
City Holding Co
West Virginia
$2.57M -$12.1K -208 -0.5%
HAM
668
Highstreet Asset Management
Ontario, Canada
$2.56M -$51.8K -888 -2%
VFM
669
Viking Fund Management
North Dakota
$2.54M -$234K -4,000 -9%
Carson Wealth (CWM LLC)
670
Carson Wealth (CWM LLC)
Nebraska
$2.53M
ACA
671
Aptus Capital Advisors
Alabama
$2.53M +$2.26M +38,660 +1,213%
CSS
672
Cubist Systematic Strategies
Connecticut
$2.53M +$2.26M +38,640 +1,231%
BS
673
Boenning & Scattergood
Pennsylvania
$2.52M +$305K +5,232 +14%
GT
674
Glenview Trust
Kentucky
$2.5M -$117K -2,000 -5%
CIM
675
Centersquare Investment Management
Pennsylvania
$2.49M +$631K +10,800 +36%

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.