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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
MAFM
726
Mid Atlantic Financial Management
Pennsylvania
$2.04M -$50.4K -864 -3%
OIA
727
OneDigital Investment Advisors
Kansas
$2.03M +$36.2K +620 +2%
MFAM
728
Motley Fool Asset Management
Virginia
$2.01M +$204K +3,488 +12%
Walleye Capital
729
Walleye Capital
New York
$2M +$1.93M +33,068 New
EHWM
730
Eads & Heald Wealth Management
Georgia
$1.99M -$7.71K -132 -0.4%
M
731
Mirova
France
$1.99M -$21.2M -363,916 -92%
SC
732
Savant Capital
Illinois
$1.99M +$9.11K +156 +0.5%
CSIC
733
Clifford Swan Investment Counsel
California
$1.98M +$5.84K +100 +0.3%
BAM
734
Belpointe Asset Management
Nevada
$1.95M +$1.33M +22,844 +244%
Cetera Investment Advisers
735
Cetera Investment Advisers
Illinois
$1.94M -$407K -6,964 -18%
FANJ
736
Financial Architects (New Jersey)
New Jersey
$1.93M +$2.57K +44 +0.1%
SVWAG
737
Sound View Wealth Advisors Group
Georgia
$1.92M -$19.4K -332 -1%
AIC
738
Archer Investment Corporation
Indiana
$1.9M
TA
739
TFG Advisers
Michigan
$1.9M +$83.6K +1,432 +5%
GSBTD
740
Glenview State Bank Trust Department
Illinois
$1.89M -$43.2K -740 -2%
PI
741
PFS Investments
Georgia
$1.89M +$921K +15,776 +103%
ACM
742
AlphaCrest Capital Management
New York
$1.88M +$951K +16,292 +110%
CFFP
743
Center for Financial Planning
Michigan
$1.88M +$1.81M +30,972 New
FA
744
Faithward Advisors
Pennsylvania
$1.87M +$1.81M +30,936 New
TSWM
745
Triangle Securities Wealth Management
North Carolina
$1.87M -$3.5K -60 -0.2%
P
746
Pitcairn
Pennsylvania
$1.86M -$20.1K -344 -1%
CI
747
Conning Inc
Connecticut
$1.85M -$62.4K -1,068 -3%
VLKIM
748
Van Lanschot Kempen Investment Management
Netherlands
$1.85M +$460K +7,884 +35%
APP
749
Avantax Planning Partners
Iowa
$1.84M +$10.7K +184 +0.6%
JAFL
750
Jay A. Fishman Ltd
Michigan
$1.84M +$16.3K +280 +0.9%

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.