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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
TAM
1126
Trillium Asset Management
Massachusetts
$713K -$59.1K -1,012 -8%
MCM
1127
McMillion Capital Management
North Carolina
$712K -$79.4K -1,360 -10%
DLHL
1128
Donald L. Hagan LLC
Florida
$711K -$2.1K -36 -0.3%
FFC
1129
First Financial Corp
Indiana
$711K
GLA
1130
Good Life Advisors
Pennsylvania
$707K +$13.1K +224 +2%
MMG
1131
Monetary Management Group
Missouri
$706K
BAM
1132
Barrett Asset Management
New York
$702K +$103K +1,760 +18%
PL
1133
Perpetual Ltd
Australia
$701K
PP
1134
PDS Planning
Ohio
$700K -$66.6K -1,140 -9%
SFG
1135
Summit Financial Group
West Virginia
$694K
BCM
1136
Breiter Capital Management
Florida
$690K
SAM
1137
S.A. Mason
Michigan
$690K +$666K +11,400 New
GD
1138
Grandfield & Dodd
New York
$689K
SWA
1139
Stratos Wealth Advisors
Ohio
$688K -$326K -5,584 -33%
ACM
1140
Aljian Capital Management
Nevada
$688K
MCP
1141
Mirador Capital Partners
California
$686K
FNC
1142
First National Corp
Massachusetts
$683K -$1.87K -32 -0.3%
DAS
1143
Dynamic Advisor Solutions
Arizona
$677K +$59.8K +1,024 +10%
RP
1144
Rowlandmiller & Partners
Georgia
$677K +$56K +960 +9%
CWM
1145
Connecticut Wealth Management
Connecticut
$675K -$69.1K -1,184 -10%
GJIC
1146
Gamble Jones Investment Counsel
California
$671K
MCA
1147
Mercer Capital Advisers
New Jersey
$666K
MWM
1148
Mission Wealth Management
California
$663K +$21K +360 +3%
ACM
1149
Anfield Capital Management
California
$662K +$579K +9,924 New
PCG
1150
Private Capital Group
Connecticut
$660K -$164K -2,808 -20%

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.