We are live on ! Find out more
NEE icon

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
DWT
926
Dorsey & Whitney Trust
South Dakota
$1.2M +$6.31K +108 +0.5%
JWM
927
Jackson Wealth Management
Florida
$1.2M -$43.9K -752 -4%
TCM
928
Telos Capital Management
California
$1.19M -$40.2K -688 -3%
BCM
929
Becker Capital Management
Oregon
$1.18M -$2.33K -40 -0.2%
RM
930
Resource Management
Louisiana
$1.18M -$15.2K -260 -1%
KFI
931
Key Financial Inc
Pennsylvania
$1.18M +$1.13M +19,432 New
OI
932
Oakbrook Investments
Illinois
$1.17M -$1.5M -25,652 -57%
NME
933
Notis-McConarty Edward
$1.17M -$5.84K -100 -0.5%
Rafferty Asset Management
934
Rafferty Asset Management
New York
$1.16M -$439K -7,524 -28%
SPC
935
Stewart & Patten Company
California
$1.16M +$435K +7,448 +64%
WPP
936
Whalerock Point Partners
Rhode Island
$1.16M -$195K -3,340 -15%
BCM
937
Brookstone Capital Management
Illinois
$1.16M +$636K +10,892 +132%
AIM
938
Alhambra Investment Management
Florida
$1.16M +$1.12M +19,136 New
CNB
939
Camden National Bank
Maine
$1.15M +$401K +6,876 +57%
MA
940
Mutual Advisors
Nebraska
$1.14M +$191K +3,272 +21%
CCA
941
Cobblestone Capital Advisors
New York
$1.14M
ACM
942
Adalta Capital Management
New York
$1.13M -$4.67K -80 -0.4%
MSAM
943
Moloney Securities Asset Management
Missouri
$1.13M +$5.37K +92 +0.5%
FPFS
944
First Personal Financial Services
North Carolina
$1.12M -$18.4K -316 -2%
HIC
945
Hartline Investment Corp
Illinois
$1.12M +$63.1K +1,080 +6%
SAM
946
Strategy Asset Managers
California
$1.12M +$309K +5,292 +40%
PP
947
Palladium Partners
Virginia
$1.12M -$420K -7,196 -28%
FWM
948
Focused Wealth Management
New York
$1.11M
ITIM
949
Indiana Trust & Investment Management
Indiana
$1.11M
MUAMU
950
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.11M +$1.07M +18,400 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.