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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
AIM
1001
Aspen Investment Management
Michigan
$965K +$26.9K +460 +3%
IA
1002
IFG Advisory
Georgia
$963K -$12.4K -212 -1%
IC
1003
Inscription Capital
Texas
$963K -$11.9K -204 -1%
BIM
1004
Baldwin Investment Management
Pennsylvania
$962K
SWM
1005
SeaCrest Wealth Management
New York
$958K -$20.8K -356 -2%
GIA
1006
Gateway Investment Advisers
Ohio
$950K -$120K -2,048 -12%
FMB
1007
Field & Main Bank
Kentucky
$950K -$31.5K -540 -3%
EWA
1008
EP Wealth Advisors
California
$945K +$551K +9,432 +153%
IP
1009
Isthmus Partners
Wisconsin
$944K -$80.6K -1,380 -8%
WSC
1010
Wellington Shields & Co
New York
$944K +$911K +15,600 New
RCA
1011
Ranch Capital Advisors
Florida
$942K +$95.8K +1,640 +12%
CAAS
1012
Capital Asset Advisory Services
Michigan
$942K +$808K +13,844 New
IIA
1013
ICW Investment Advisors
Arizona
$937K +$904K +15,480 New
RA
1014
RFG Advisory
Alabama
$934K +$243K +4,160 +37%
LBC
1015
Lowe Brockenbrough & Co
Virginia
$932K +$20.3K +348 +2%
LFASL
1016
Lugano Financial Advisors SA (LFA)
Switzerland
$932K +$899K +15,400 New
APG
1017
Abacus Planning Group
South Carolina
$928K
IIM
1018
Ipswich Investment Management
Massachusetts
$926K -$5.84K -100 -0.6%
NAM
1019
NTV Asset Management
West Virginia
$924K -$111K -1,908 -11%
MLL
1020
Moody Lynn & Lieberson
Massachusetts
$923K +$143K +2,452 +19%
HIA
1021
Harbor Investment Advisory
Maryland
$923K +$890K +15,244 New
PSP
1022
Principal Street Partners
Tennessee
$922K +$308K +5,272 +53%
MCM
1023
Maple Capital Management
Vermont
$921K -$5.84K -100 -0.7%
PGIM
1024
Pacific Global Investment Management
California
$920K +$1.17K +20 +0.1%
FHA
1025
Flagship Harbor Advisors
Massachusetts
$917K -$24.3K -416 -3%

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.