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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
MWM
801
Meridian Wealth Management
Kentucky
$1.61M -$463K -7,928 -23%
DJSG
802
D.J. St. Germain
Massachusetts
$1.61M +$344K +5,900 +29%
CFMC
803
Curbstone Financial Management Corp
New Hampshire
$1.6M -$21K -360 -1%
IHL
804
Investment House LLC
California
$1.6M
ABTD
805
Arvest Bank Trust Division
Oklahoma
$1.6M +$109K +1,860 +8%
FNBTCON
806
First National Bank & Trust Co of Newtown
Pennsylvania
$1.59M
BCI
807
Brinker Capital Investments
Pennsylvania
$1.59M +$17.7K +304 +1%
SLG
808
Stanley-Laman Group
Pennsylvania
$1.59M -$85.2K -1,460 -5%
CRC
809
Curi RMB Capital
Illinois
$1.58M +$1.87K +32 +0.1%
CFGS
810
Concourse Financial Group Securities
Alabama
$1.58M +$1.08M +18,500 +241%
DTC
811
Davidson Trust Company
Washington
$1.58M +$1.52M +26,060 New
KC
812
Knuff & Co
California
$1.57M +$280K +4,800 +23%
AWA
813
Arete Wealth Advisors
Illinois
$1.57M -$13.3K -228 -0.9%
BIA
814
Bigelow Investment Advisors
Maine
$1.56M -$20.3K -348 -1%
WG
815
Winton Group
United Kingdom
$1.56M -$10.4M -178,836 -87%
BO
816
BRR OpCo
Ohio
$1.54M -$77.1K -1,320 -5%
RA
817
Rational Advisors
New York
$1.54M +$126K +2,164 +9%
WPA
818
West Paces Advisors
Georgia
$1.53M -$250K -4,284 -14%
HI
819
Hoey Investments
Pennsylvania
$1.53M +$1.48M +25,308 New
CC
820
Cannell & Co
New York
$1.52M
NGA
821
Naples Global Advisors
Florida
$1.52M +$73.3K +1,256 +5%
JIC
822
Joel Isaacson & Co
New York
$1.52M
AAM
823
Arabesque Asset Management
United Kingdom
$1.51M -$235K -4,020 -14%
LCM
824
LVM Capital Management
Michigan
$1.51M +$4.2K +72 +0.3%
MCM
825
Maryland Capital Management
Maryland
$1.5M +$294K +5,028 +25%

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.