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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
HI
701
Horizon Investments
North Carolina
$2.28M +$1.42M +24,404 +185%
FNBOMD
702
First National Bank of Mount Dora
Florida
$2.27M +$58.4K +1,000 +3%
GW
703
GW & Wade
Massachusetts
$2.26M -$20.6K -352 -0.9%
HCA
704
Harbour Capital Advisors
Virginia
$2.25M +$15.4K +264 +0.7%
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$2.24M -$11.7K -200 -0.5%
PIA
706
Piedmont Investment Advisors
North Carolina
$2.23M -$5.04M -86,284 -70%
CCM
707
Carderock Capital Management
Maryland
$2.22M +$17K +292 +0.8%
CIA
708
Capital Investment Advisors
Georgia
$2.19M -$122K -2,092 -5%
PTC
709
Private Trust Company
Ohio
$2.19M +$351K +6,008 +20%
Lido Advisors
710
Lido Advisors
California
$2.19M +$91.3K +1,564 +5%
ATC
711
Adirondack Trust Company
New York
$2.19M -$161K -2,764 -8%
TCA
712
Transcend Capital Advisors
New Jersey
$2.18M +$2.11M +36,060 New
WIS
713
Wright Investors Service
Connecticut
$2.18M -$1.06M -18,160 -34%
SACTSONJ
714
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.18M
PFM
715
Parsec Financial Management
North Carolina
$2.17M -$12.1K -208 -0.6%
SC
716
Slow Capital
California
$2.17M -$27.8K -476 -1%
PAS
717
Park Avenue Securities
New York
$2.15M +$223K +3,828 +12%
WSTAM
718
Wilbanks Smith & Thomas Asset Management
Virginia
$2.12M -$121K -2,064 -6%
NCM
719
Narwhal Capital Management
Georgia
$2.1M +$32.2K +552 +2%
MWM
720
Minot Wealth Management
Massachusetts
$2.09M +$1.88M +32,184 New
FCM
721
Firestone Capital Management
Florida
$2.07M +$2M +34,176 New
BAM
722
Berkshire Asset Management
Pennsylvania
$2.06M -$946K -16,204 -32%
MOS
723
MGO One Seven
Ohio
$2.05M -$143K -2,456 -7%
JCM
724
Jacobi Capital Management
Pennsylvania
$2.05M +$2.8K +48 +0.2%
NFG
725
Nations Financial Group
Iowa
$2.05M +$127K +2,176 +7%

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.