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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
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$115M -$8.04M -137,772 -7%
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$115M -$13.8M -236,668 -11%
American Century Companies
103
American Century Companies
Missouri
$113M +$26.8M +459,632 +33%
WRF
104
Waddell & Reed Financial
Kansas
$110M -$23.6M -403,868 -18%
HNB
105
Huntington National Bank
Ohio
$110M +$2.03M +34,736 +2%
OAC
106
OMERS Administration Corp
Ontario, Canada
$110M
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$107M -$24.3M -416,396 -19%
PG
108
Pendal Group
Australia
$106M -$6.64M -113,652 -6%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$106M +$14.8M +253,144 +17%
Korea Investment Corp
110
Korea Investment Corp
South Korea
$106M +$9.04M +154,800 +10%
MSV
111
MN Services Vermogensbeheer
Netherlands
$105M +$3.36M +57,600 +3%
SEI Investments
112
SEI Investments
Pennsylvania
$103M +$15.3M +262,836 +18%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$100M +$5.57M +95,396 +6%
BPSG
114
Brookfield Public Securities Group
New York
$99.9M +$5.78M +98,960 +6%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$94.6M +$823K +14,092 +0.9%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$91.3M +$3.43M +58,804 +4%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$90.9M -$284K -4,872 -0.3%
CA
118
Commerzbank Aktiengesellschaft
Germany
$89.5M -$21.4M -366,148 -20%
M&T Bank
119
M&T Bank
New York
$89.5M -$1.3M -22,336 -1%
SO
120
STRS Ohio
Ohio
$89M -$10.4M -178,284 -11%
CVA
121
Ceredex Value Advisors
Florida
$85.8M +$984K +16,860 +1%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$84.6M -$4.32M -74,072 -5%
Asset Management One
123
Asset Management One
Japan
$81.9M +$385K +6,600 +0.5%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$81.7M +$4.86M +83,188 +7%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$78.6M +$61.2M +1,048,016 +419%

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.