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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
CS
901
Comerica Securities
Michigan
$1.27M +$61.2K +1,048 +5%
KS
902
Karpas Strategies
Connecticut
$1.27M
WKWM
903
Walter & Keenan Wealth Management
Indiana
$1.27M -$350K -6,000 -22%
IWM
904
IHT Wealth Management
Illinois
$1.27M -$71.9K -1,232 -6%
WTC
905
WhitTier Trust Company
Nevada
$1.26M +$46.9K +804 +4%
CC
906
ClearArc Capital
Ohio
$1.26M -$502K -8,596 -29%
TBA
907
Tower Bridge Advisors
Pennsylvania
$1.26M +$14K +240 +1%
BHBT
908
Burke & Herbert Bank & Trust
Virginia
$1.26M +$233K +3,988 +24%
EGA
909
E&G Advisors
Texas
$1.26M -$23.4K -400 -2%
WSCM
910
Wellington Shields Capital Management
New York
$1.25M
NFG
911
Next Financial Group
Texas
$1.25M +$38.8K +664 +3%
CCA
912
Checchi Capital Advisers
California
$1.25M -$44.4K -760 -4%
LWM
913
Laidlaw Wealth Management
New York
$1.23M +$1.19M +20,364 New
MCM
914
Mitchell Capital Management
Kansas
$1.23M +$24.1K +412 +2%
LOAME
915
Lombard Odier Asset Management (Europe)
United Kingdom
$1.23M
MIAS
916
Mason Investment Advisory Services
Virginia
$1.22M
CCMD
917
Cypress Capital Management (Delaware)
Delaware
$1.22M
PWM
918
Perigon Wealth Management
California
$1.22M +$34.6K +592 +3%
PAM
919
Paradigm Asset Management
New York
$1.22M +$152K +2,600 +15%
AWM
920
Altium Wealth Management
New York
$1.22M +$8.17K +140 +0.7%
CCC
921
Chelsea Counsel Company
California
$1.22M -$32.7K -560 -3%
SBA
922
Secrest Blakey & Associates
North Carolina
$1.22M +$234 +4 +0%
CT
923
Chicago Trust
Illinois
$1.21M -$6.31K -108 -0.5%
SFG
924
SevenBridge Financial Group
Pennsylvania
$1.21M
LNC
925
Lincoln National Corp
Pennsylvania
$1.2M +$213K +3,640 +22%

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.