We are live on ! Find out more
NEE icon

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
CCM
1201
Carlson Capital Management
Minnesota
$597K +$234 +4 +0%
HWMG
1202
Hurlow Wealth Management Group
Indiana
$595K -$3.97K -68 -0.7%
FAM
1203
Formidable Asset Management
Ohio
$593K
ACM
1204
Ativo Capital Management
Illinois
$593K +$572K +9,796 New
BEAM
1205
Baker Ellis Asset Management
Washington
$590K
SCM
1206
Stonebridge Capital Management
California
$587K
AIC
1207
Ameritas Investment Company
Nebraska
$587K +$29.2K +500 +5%
Connor, Clark & Lunn Investment Management (CC&L)
1208
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$587K +$566K +9,700 New
LOAMS
1209
Lombard Odier Asset Management (Switzerland)
Switzerland
$586K +$52.5K +900 +10%
HTHT
1210
Hemenway Trust Hemenway Trust
New Hampshire
$585K +$11.7K +200 +2%
MCG
1211
MACRO Consulting Group
New Jersey
$584K
CIP
1212
Capital Insight Partners
Arizona
$581K -$140K -2,400 -20%
LDB
1213
Lee, Danner & Bass
Tennessee
$581K -$33.2K -568 -6%
NAM
1214
North American Management
Massachusetts
$580K
GLR
1215
Great Lakes Retirement
Ohio
$580K +$564K +9,660 New
CFSG
1216
Community Financial Services Group
Vermont
$579K +$59.3K +1,016 +12%
UBV
1217
United Bank (Virginia)
Virginia
$578K +$52.5K +900 +10%
HFG
1218
Heron Financial Group
New York
$576K +$494K +8,464 New
FI
1219
Fosun International
China
$575K
SCP
1220
Seizert Capital Partners
Michigan
$572K
PIA
1221
Pinion Investment Advisors
Kansas
$571K +$5.84K +100 +1%
MBT
1222
Montecito Bank & Trust
California
$570K +$140K +2,400 +34%
PAMG
1223
Patton Albertson Miller Group
Tennessee
$568K
CCM
1224
Crabel Capital Management
California
$565K +$210K +3,596 +63%
BFIM
1225
Beese Fulmer Investment Management
Ohio
$564K

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.