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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
GEA
851
Glen Eagle Advisors
New Jersey
$1.44M +$373K +6,388 +37%
EFSCE
852
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M +$1.4K +24 +0.1%
TW
853
TrinityPoint Wealth
Connecticut
$1.43M -$245K -4,192 -15%
WEC
854
Winslow Evans & Crocker
Massachusetts
$1.43M -$71K -1,216 -5%
CFA
855
Carroll Financial Associates
North Carolina
$1.43M -$73.8K -1,264 -5%
APA
856
American Portfolios Advisors
New York
$1.42M -$825K -14,136 -38%
ANRIA
857
American National Registered Investment Advisor
Texas
$1.41M +$263K +4,500 +24%
RAM
858
Roanoke Asset Management
New Jersey
$1.41M +$23.4K +400 +2%
CCIM
859
Chapwood Capital Investment Management
Texas
$1.4M +$1.35M +23,168 New
GBT
860
Grove Bank & Trust
Florida
$1.4M +$9.81K +168 +0.7%
BRA
861
Bender Robert & Associates
California
$1.39M
IC
862
IEQ Capital
California
$1.39M +$1.34M +23,008 New
TC
863
TownSquare Capital
Utah
$1.39M -$92K -1,576 -6%
CAM
864
Cypress Asset Management
Texas
$1.39M -$184K -3,160 -12%
SWM
865
Segment Wealth Management
Texas
$1.39M +$50.4K +864 +4%
CAM
866
Centre Asset Management
New York
$1.38M -$224K -3,840 -14%
ACS
867
Archford Capital Strategies
Illinois
$1.38M -$46.2K -792 -3%
MIC
868
Means Investment Company
Maine
$1.38M +$2.8K +48 +0.2%
BTW
869
Boston Trust Walden
Massachusetts
$1.38M +$226K +3,864 +21%
AWM
870
Arbor Wealth Management
Florida
$1.37M +$601K +10,296 +83%
ACM
871
Argent Capital Management
Missouri
$1.37M
TAM
872
Taurus Asset Management
New York
$1.36M -$9.81K -168 -0.7%
BBHC
873
Brown Brothers Harriman & Co
New York
$1.36M +$387K +6,636 +42%
HCM
874
Hall Capital Management
Rhode Island
$1.36M +$62.8K +1,076 +5%
SOAMC
875
Spirit of America Management Corp
New York
$1.36M

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.