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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
MFG
1226
Magnus Financial Group
New York
$563K +$195K +3,344 +56%
BCP
1227
Berkeley Capital Partners
Georgia
$561K -$4.2K -72 -0.8%
DW
1228
Domani Wealth
Pennsylvania
$559K
SWM
1229
SVA Wealth Management
Wisconsin
$557K -$32K -548 -6%
SEEDPG
1230
S.E.E.D. Planning Group
New York
$556K +$536K +9,188 New
DC
1231
DeDora Capital
California
$555K -$16.6K -284 -3%
BONST
1232
Bank of Nova Scotia Trust
Ontario, Canada
$555K +$267K +4,580 +100%
AWA
1233
Arkadios Wealth Advisors
Georgia
$553K +$469K +8,028 New
LSAG
1234
Lake Street Advisors Group
New Hampshire
$551K +$41.8K +716 +9%
AIA
1235
Alera Investment Advisors
Illinois
$550K -$50.7K -868 -9%
KFA
1236
Krane Funds Advisors
New York
$550K -$31.8K -544 -6%
EH
1237
Equitable Holdings
New York
$549K +$530K +9,076 New
RBC
1238
Roble Belko & Company
Pennsylvania
$548K -$102K -1,740 -16%
AIL
1239
AGF Investments LLC
Ontario, Canada
$548K +$315K +5,400 +148%
TCM
1240
Teza Capital Management
Illinois
$548K +$528K +9,048 New
FPIS
1241
Financial Planning & Information Services
Wisconsin
$547K +$31.3K +536 +6%
QI
1242
Qtron Investments
Massachusetts
$545K +$525K +9,000 New
Jane Street
1243
Jane Street
New York
$544K -$5.56M -95,188 -91%
BWM
1244
Buckley Wealth Management
Nevada
$542K -$28.5K -488 -5%
AWA
1245
ARS Wealth Advisors
Florida
$542K -$11.4K -196 -2%
TCM
1246
Tufton Capital Management
Maryland
$542K
CAM
1247
Covenant Asset Management
New Jersey
$539K -$934 -16 -0.2%
TW
1248
Transform Wealth
Colorado
$538K +$50K +856 +11%
FMTCOCP
1249
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$535K -$7.01K -120 -1%
AWE
1250
Avidian Wealth Enterprises
Texas
$535K +$246K +4,208 +91%

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.