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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
RI
751
Rudd International
Florida
$1.84M +$227K +3,896 +15%
GPA
752
Garrison Point Advisors
California
$1.83M +$32.7K +560 +2%
WC
753
Whitnell & Co
Illinois
$1.83M
VIA
754
Vident Investment Advisory
Georgia
$1.83M -$63.5K -1,088 -3%
MME
755
Meag Munich Ergo
Germany
$1.82M -$5.73M -98,196 -76%
ZIG
756
Zurich Insurance Group
Switzerland
$1.82M -$31.7M -542,436 -95%
CWM
757
Chesapeake Wealth Management
Virginia
$1.81M +$188K +3,224 +12%
FAAS
758
First Allied Advisory Services
California
$1.8M -$122K -2,092 -7%
PI
759
PHH Investments
Texas
$1.8M -$40.9K -700 -2%
CCA
760
Catalyst Capital Advisors
New York
$1.79M -$607K -10,400 -26%
FHA
761
First Horizon Advisors
Tennessee
$1.79M +$14.7K +252 +0.9%
LSV Asset Management
762
LSV Asset Management
Illinois
$1.78M +$257K +4,400 +18%
Kovitz Investment Group Partners
763
Kovitz Investment Group Partners
Illinois
$1.78M +$701 +12 +0%
BG
764
Berry Group
Massachusetts
$1.77M +$1.71M +29,280 New
MIM
765
Moseley Investment Management
Florida
$1.77M +$405K +6,944 +31%
TT
766
TI-Trust
Illinois
$1.77M +$1.7M +29,176 New
Luther King Capital Management (LKCM)
767
Luther King Capital Management (LKCM)
Texas
$1.76M +$67.7K +1,160 +4%
CCG
768
Cypress Capital Group
Florida
$1.76M +$20.6K +352 +1%
AF
769
Arrow Financial
New York
$1.75M -$279K -4,776 -14%
KWM
770
Keebeck Wealth Management
Illinois
$1.75M +$1.69M +28,960 New
CTA
771
Colonial Trust Advisors
South Carolina
$1.75M
PWLP
772
Prio Wealth Limited Partnership
Massachusetts
$1.75M +$84.3K +1,444 +5%
OCG
773
Opus Capital Group
Ohio
$1.74M -$228K -3,904 -12%
SLT
774
St Louis Trust
Missouri
$1.74M
IRF
775
IBM Retirement Fund
New York
$1.74M -$38.8K -664 -2%

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.