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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
Janus Henderson Group
51
Janus Henderson Group
United Kingdom
$261M -$173M -2,971,488 -41%
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$257M -$41.7M -714,728 -14%
EIP
53
Energy Income Partners
Connecticut
$247M +$8.41M +144,008 +4%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$245M -$62.6M -1,071,952 -21%
Artisan Partners
55
Artisan Partners
Wisconsin
$240M +$112M +1,926,356 +94%
DZ Bank
56
DZ Bank
Germany
$239M -$16.6M -284,376 -7%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$227M +$3.31M +56,764 +2%
Stifel Financial
58
Stifel Financial
Missouri
$225M +$48.5M +831,176 +29%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$225M +$70.5M +1,207,328 +48%
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$224M +$2.03M +34,776 +0.9%
Chevy Chase Trust
61
Chevy Chase Trust
Maryland
$213M -$506K -8,668 -0.2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$210M +$22.4M +384,288 +12%
Capital International Investors
63
Capital International Investors
California
$207M -$17.3M -296,200 -8%
GF
64
Gabelli Funds
New York
$207M -$5.28M -90,400 -3%
SCCM
65
Schafer Cullen Capital Management
New York
$196M -$11M -188,936 -6%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$185M -$42.6M -730,068 -19%
TCA
67
Tortoise Capital Advisors
Kansas
$181M +$169M +2,894,656 +2,853%
AG
68
Aperio Group
California
$181M +$5.75M +98,472 +3%
Citigroup
69
Citigroup
New York
$180M +$41.5M +710,096 +31%
AQR Capital Management
70
AQR Capital Management
Connecticut
$175M +$18.8M +321,416 +12%
WHRC
71
W.H. Reaves & Co
New Jersey
$172M -$138K -2,368 -0.1%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$171M +$211K +3,616 +0.1%
SP
73
Sarasin & Partners
United Kingdom
$168M -$32.2M -551,196 -17%
RJA
74
Raymond James & Associates
Florida
$163M +$8.39M +143,704 +6%
DPIM
75
Duff & Phelps Investment Management
Illinois
$162M +$23.2M +397,112 +17%

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.