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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$161M +$1.38M +23,720 +0.9%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$160M -$2.93M -50,136 -2%
AAMU
78
Amundi Asset Management US
Massachusetts
$158M -$4.33M -74,220 -3%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$157M -$11.3M -192,856 -7%
Lord, Abbett & Co
80
Lord, Abbett & Co
New Jersey
$156M -$7.25M -124,092 -5%
Macquarie Group
81
Macquarie Group
Australia
$154M +$64.3M +1,101,748 +77%
RPI
82
Railway Pension Investments
United Kingdom
$152M
SC
83
Sculptor Capital
New York
$147M +$16.8M +288,560 +13%
AAMU
84
AEGON Asset Management (UK)
United Kingdom
$143M -$5.14M -88,060 -4%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$137M -$6.63M -113,588 -5%
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$135M -$9.57M -163,956 -7%
KeyBank National Association
87
KeyBank National Association
Ohio
$133M -$3.94M -67,456 -3%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$132M +$5.39M +92,304 +4%
MMH
89
Menora Mivtachim Holdings
Israel
$132M
Truist Financial
90
Truist Financial
North Carolina
$130M +$120M +2,050,416 +2,036%
Canada Life
91
Canada Life
Manitoba, Canada
$128M +$6.03M +103,292 +5%
RFC
92
Regions Financial Corp
Alabama
$127M -$5.66M -96,880 -4%
National Pension Service
93
National Pension Service
South Korea
$126M +$135K +2,304 +0.1%
Fidelity International
94
Fidelity International
Bermuda
$125M -$38.6M -660,412 -24%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$124M -$149M -2,556,404 -56%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$123M +$10.5M +179,696 +10%
DekaBank Deutsche Girozentrale
97
DekaBank Deutsche Girozentrale
Germany
$122M -$25.5M -436,352 -18%
US Bancorp
98
US Bancorp
Minnesota
$121M -$570K -9,760 -0.5%
Aviva
99
Aviva
United Kingdom
$120M -$5.84M -100,016 -5%
Prudential Financial
100
Prudential Financial
New Jersey
$116M +$4.35M +74,524 +4%

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.