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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
GVAG
1151
Great Valley Advisor Group
Delaware
$660K +$1.87K +32 +0.3%
FWM
1152
FSA Wealth Management
Massachusetts
$659K +$635K +10,884 New
DAM
1153
Delta Asset Management
Tennessee
$656K +$4.67K +80 +0.7%
PIA
1154
Powell Investment Advisors
Florida
$656K +$633K +10,840 New
NJBEST
1155
New Jersey Better Educational Savings Trust
New Jersey
$654K -$23.4K -400 -4%
BJL
1156
Brighton Jones LLC
Washington
$653K +$147K +2,520 +31%
PMG
1157
ProVise Management Group
Florida
$651K -$185K -3,176 -23%
ZB
1158
Zions Bancorporation
Utah
$647K -$28.5K -488 -4%
G
1159
GenTrust
Florida
$646K +$7.01K +120 +1%
SWA
1160
SFMG Wealth Advisors
Texas
$644K
NPT
1161
Nixon Peabody Trust
Massachusetts
$643K -$38.5K -660 -6%
SAA
1162
Southeast Asset Advisors
Georgia
$642K
RMA
1163
Roffman Miller Associates
Pennsylvania
$642K +$196K +3,356 +46%
PA
1164
Paragon Advisors
Texas
$642K +$615K +10,540 New
BB
1165
Bell Bank
North Dakota
$641K -$14K -240 -2%
PMFA
1166
Plante Moran Financial Advisors
Michigan
$641K -$7.24K -124 -1%
SAM
1167
Summit Asset Management
Tennessee
$641K +$234 +4 +0%
LC
1168
LCNB Corp
Ohio
$639K -$53.7K -920 -8%
CCT
1169
Chemung Canal Trust
New York
$639K +$8.41K +144 +1%
CWM
1170
Campbell Wealth Management
Virginia
$638K +$8.41K +144 +1%
BBA
1171
Braun-Bostich & Associates
Pennsylvania
$638K +$86.2K +1,476 +16%
BOM
1172
Bank of Marin
California
$637K +$614K +10,520 New
FCA
1173
FinTrust Capital Advisors
South Carolina
$634K +$15.9K +272 +3%
VCM
1174
Vivaldi Capital Management
Illinois
$633K -$606K -10,380 -50%
6M
1175
6 Meridian
Kansas
$633K +$20.1K +344 +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.