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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
CWM
776
Confluence Wealth Management
Oregon
$1.74M -$22K -376 -1%
Dodge & Cox
777
Dodge & Cox
California
$1.73M
S
778
SignatureFD
Georgia
$1.73M +$40.6K +696 +2%
AIM
779
Anchor Investment Management
South Carolina
$1.72M +$211K +3,616 +15%
Capstone Investment Advisors
780
Capstone Investment Advisors
New York
$1.72M +$844K +14,460 +104%
SG Americas Securities
781
SG Americas Securities
New York
$1.7M +$58.2K +996 +4%
DSC
782
Duncker Streett & Co
Missouri
$1.69M +$1.31M +22,380 +403%
CIM
783
CenturyLink Investment Management
Colorado
$1.68M -$253K -4,340 -13%
WIC
784
Wilkins Investment Counsel
Massachusetts
$1.68M
AAS
785
Avantax Advisory Services
Texas
$1.68M +$407K +6,976 +34%
Cerity Partners
786
Cerity Partners
New York
$1.67M -$551K -9,436 -26%
EP
787
EPIQ Partners
Minnesota
$1.66M +$1.6M +27,432 New
TNB
788
Thomasville National Bank
Georgia
$1.66M -$6.07K -104 -0.4%
GWM
789
Geneos Wealth Management
Colorado
$1.65M -$3.97K -68 -0.2%
BO
790
Bank OZK
Arkansas
$1.65M +$175K +3,000 +12%
TNBTD
791
Trustmark National Bank Trust Department
Mississippi
$1.65M -$2.33K -40 -0.1%
PI
792
PEAK6 Investments
Illinois
$1.64M +$1.58M +27,140 New
ZCA
793
Zeke Capital Advisors
Pennsylvania
$1.64M -$37.4K -640 -2%
MRCM
794
M&R Capital Management
New Jersey
$1.64M -$37.6K -644 -2%
CPA
795
Court Place Advisors
Maryland
$1.64M -$39.7K -680 -2%
AIM
796
AIA Investment Management
Singapore
$1.63M +$333K +5,696 +27%
FSA
797
Franklin Street Advisors
North Carolina
$1.63M -$234 -4 -0%
EWM
798
Evermay Wealth Management
Virginia
$1.63M +$85.5K +1,464 +6%
PPW
799
Parcion Private Wealth
Washington
$1.62M +$1.57M +26,832 New
FAM
800
Fred Alger Management
New York
$1.61M

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.