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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
Edgewood Management
876
Edgewood Management
Connecticut
$1.36M +$1.31M +22,400 New
DA
877
Dillon & Associates
Michigan
$1.35M +$15.2K +260 +1%
TI
878
tru Independence
Oregon
$1.35M +$1.31M +22,472 New
V
879
VeraBank
Texas
$1.35M
BDF
880
Balasa Dinverno & Foltz
$1.35M +$55.6K +952 +4%
MFW
881
Mosaic Family Wealth
Missouri
$1.35M +$14.7K +252 +1%
AWM
882
Altavista Wealth Management
North Carolina
$1.34M +$16.3K +280 +1%
MIA
883
MainStreet Investment Advisors
Illinois
$1.34M -$321K -5,504 -20%
HCM
884
HMS Capital Management
Tennessee
$1.34M +$15.2K +260 +1%
SM
885
SG3 Management
Puerto Rico
$1.33M +$1.28M +22,000 New
PWA
886
Providence Wealth Advisors
Illinois
$1.33M -$128K -2,200 -9%
LW
887
Linscomb Wealth
Texas
$1.33M -$3.27K -56 -0.3%
OC
888
Oakworth Capital
Alabama
$1.33M +$373K +6,384 +41%
PTC
889
Philadelphia Trust Company
Pennsylvania
$1.31M -$185K -3,168 -13%
YWP
890
YorkBridge Wealth Partners
New York
$1.31M -$150K -2,572 -11%
BFA
891
Benedict Financial Advisors
Georgia
$1.3M -$145K -2,480 -10%
SIA
892
Strategic Investment Advisors
Michigan
$1.3M +$206K +3,532 +20%
CAM
893
Cresset Asset Management
Illinois
$1.3M +$206K +3,528 +20%
OAM
894
Optimal Asset Management
California
$1.3M +$1.25M +21,428 New
1SB
895
1ST Source Bank
Indiana
$1.29M -$22K -376 -2%
LIM
896
Leavell Investment Management
Alabama
$1.29M +$80.6K +1,380 +7%
CIA
897
Choate Investment Advisors
Massachusetts
$1.28M -$1.4M -23,944 -53%
ECM
898
EagleClaw Capital Management
Massachusetts
$1.28M +$411K +7,032 +50%
FCI
899
Financial Counselors Inc
Kansas
$1.28M +$13.5K +232 +1%
AWM
900
Atticus Wealth Management
Florida
$1.28M +$1.23M +21,080 New

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.