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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
AA
1101
ALPS Advisors
Colorado
$751K -$51.4K -880 -7%
EW
1102
Evoke Wealth
California
$746K +$90.4K +1,548 +14%
Nomura Holdings
1103
Nomura Holdings
Japan
$743K -$10.3M -176,804 -94%
BWP
1104
Bernardo Wealth Planning
Pennsylvania
$741K -$18K -308 -2%
ALAM
1105
Asahi Life Asset Management
Japan
$741K -$7.01K -120 -1%
FCCM
1106
First City Capital Management
Georgia
$741K
HAIM
1107
Hunter Associates Investment Management
Pennsylvania
$739K +$11.7K +200 +2%
RMAM
1108
Raab & Moskowitz Asset Management
New Jersey
$738K -$11.7K -200 -2%
VC
1109
Veracity Capital
Georgia
$737K +$711K +12,180 New
RCA
1110
Rowland Carmichael Advisors
Arizona
$736K +$4.9K +84 +0.7%
BPA
1111
Beacon Pointe Advisors
California
$735K +$240K +4,116 +51%
AP
1112
Appleton Partners
Massachusetts
$734K -$2.33K -40 -0.3%
FCB
1113
First Command Bank
Texas
$734K
FCFS
1114
First Command Financial Services
Texas
$734K
CF
1115
Centaurus Financial
California
$727K +$107K +1,832 +18%
MCM
1116
McRae Capital Management
New Jersey
$726K
WMC
1117
Westwood Management Corporation
Illinois
$726K
SL
1118
Stevard LLC
Illinois
$726K +$700K +11,996 New
CDH
1119
Charles D. Hyman
$724K +$8.41K +144 +1%
MFP
1120
Meridian Financial Partners
Virginia
$724K +$8.41K +144 +1%
CCM
1121
Compton Capital Management
Rhode Island
$720K -$23.4K -400 -3%
LF
1122
LifeSteps Financial
California
$720K +$695K +11,896 New
AWM
1123
Avitas Wealth Management
California
$719K -$701 -12 -0.1%
AF
1124
Alerus Financial
North Dakota
$719K
BOPW
1125
Brandywine Oak Private Wealth
Pennsylvania
$714K

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.