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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
SWA
1026
Sutton Wealth Advisors
Florida
$917K
RB
1027
Rodgers Brothers
Pennsylvania
$916K -$56.3K -964 -6%
LMAM
1028
Legg Mason Asset Management
Japan
$915K +$56K +960 +7%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$910K +$60.3K +1,032 +7%
CWP
1030
Capital Wealth Planning
Florida
$910K +$458K +7,840 +109%
SBSB
1031
Sullivan, Bruyette, Speros & Blaney
Virginia
$907K -$26.9K -460 -3%
CGL
1032
Clarius Group LLC
Washington
$903K -$231K -3,956 -22%
CAN
1033
Claraphi Advisory Network
United States
$903K -$85.9K -1,472 -9%
SFS
1034
Sowell Financial Services
Arkansas
$902K +$63.3K +1,084 +8%
NAMP
1035
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$900K -$23.4K -400 -3%
AC
1036
Athanor Capital
New York
$896K +$864K +14,800 New
LS
1037
Livforsakringsbolaget Skandia
Sweden
$894K -$467K -8,000 -35%
WWM
1038
Western Wealth Management
Colorado
$894K +$9.11K +156 +1%
WA
1039
WealthTrust Axiom
Pennsylvania
$891K
GWMIA
1040
Global Wealth Management Investment Advisory
Florida
$891K +$12.1K +208 +1%
SWP
1041
Strategic Wealth Partners
Ohio
$890K +$7.24K +124 +0.9%
CPSC
1042
Carl P. Sherr & Co
Massachusetts
$890K +$859K +14,708 New
FCBT
1043
First Citizens Bank & Trust
North Carolina
$889K +$17.7K +304 +2%
MMPW
1044
Mitchell McLeod Pugh & Williams
Alabama
$885K -$2.57K -44 -0.3%
JIP
1045
Jaffetilchin Investment Partners
Florida
$884K -$22.9K -392 -3%
ACP
1046
Aviance Capital Partners
Florida
$884K +$117K +2,000 +16%
SRSA
1047
S.R. Schill & Associates
Washington
$878K
HB
1048
Horizon Bancorp
Indiana
$875K +$844K +14,460 New
FWM
1049
Frontier Wealth Management
Missouri
$870K -$876K -15,004 -51%
SWP
1050
Summit Wealth Partners
Florida
$867K +$836K +14,324 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.