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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
SCM
676
Schnieders Capital Management
California
$2.47M -$24.8K -424 -1%
Lazard Asset Management
677
Lazard Asset Management
New York
$2.46M -$1.86M -31,792 -44%
DLCIG
678
D.L. Carlson Investment Group
New Hampshire
$2.46M +$1.87K +32 +0.1%
BAC
679
Boys Arnold & Co
North Carolina
$2.45M +$65.4K +1,120 +3%
EP
680
Eudaimonia Partners
Tennessee
$2.45M +$2.36M +40,444 New
WS
681
Wedbush Securities
California
$2.44M +$48.6K +832 +2%
MWM
682
Mattern Wealth Management
Kansas
$2.44M +$2.35M +40,220 New
MC
683
Miles Capital
Iowa
$2.43M -$143K -2,444 -6%
NSEDCP
684
NJ State Employees Deferred Compensation Plan
New Jersey
$2.42M
RG
685
Rikoon Group
New Mexico
$2.41M +$160K +2,748 +7%
WIA
686
Wealthstreet Investment Advisors
Texas
$2.4M -$38.8K -664 -2%
FG
687
Fiduciary Group
Georgia
$2.4M -$5.84K -100 -0.3%
TCBWMS
688
Texas Capital Bank Wealth Management Services
Texas
$2.38M +$2.29M +39,256 New
TPA
689
Trivium Point Advisory
Connecticut
$2.37M +$14.2K +244 +0.6%
ACM
690
Advisors Capital Management
New Jersey
$2.35M +$1.09M +18,652 +92%
CA
691
Cullinan Associates
Kentucky
$2.35M -$1.1M -18,840 -33%
FC
692
Ferris Capital
Massachusetts
$2.33M -$701 -12 -0%
BA
693
Bristlecone Advisors
Washington
$2.33M +$337K +5,780 +18%
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$2.32M -$21K -360 -0.9%
BFC
695
Blue Fin Capital
Rhode Island
$2.32M +$55.8K +956 +3%
LF
696
Lee Financial
Texas
$2.31M +$45.5K +780 +2%
PG
697
Patten Group
Tennessee
$2.29M -$53.5K -916 -2%
GFPC
698
Global Financial Private Capital
Florida
$2.29M +$1.71M +29,204 +340%
NSIM
699
North Star Investment Management
Illinois
$2.29M +$467 +8 +0%
BCP
700
Blue Chip Partners
Michigan
$2.28M -$23.4K -400 -1%

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.