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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
DY
1251
Dowling & Yahnke
California
$534K +$26.9K +460 +6%
EGA
1252
Eagle Global Advisors
Texas
$533K
ESB
1253
Essex Savings Bank
Connecticut
$532K -$29.7K -508 -5%
MFG
1254
MidWestOne Financial Group
Iowa
$532K
CRWM
1255
Castle Rock Wealth Management
California
$531K
FNBSF
1256
First National Bank Sioux Falls
South Dakota
$530K +$188K +3,224 +58%
NP
1257
Ninepoint Partners
Ontario, Canada
$529K -$485K -8,312 -49%
IAN
1258
Integrated Advisors Network
Texas
$524K +$506K +8,660 New
AWP
1259
Ascent Wealth Partners
New York
$521K
PAM
1260
Palisade Asset Management
Minnesota
$517K +$70.1K +1,200 +16%
AIS
1261
American Investment Services
Massachusetts
$516K +$26.2K +448 +6%
FCFC
1262
First Commonwealth Financial Corp
Pennsylvania
$515K
SSWM
1263
Smith Salley Wealth Management
North Carolina
$513K +$14K +240 +3%
TFS
1264
Thoroughbred Financial Services
Tennessee
$512K -$15.2K -260 -3%
VCM
1265
Versant Capital Management
Arizona
$509K -$13.5K -232 -3%
NP
1266
NorthRock Partners
Minnesota
$508K +$30.1K +516 +7%
OIA
1267
Optimum Investment Advisors
Illinois
$505K
NCM
1268
Noesis Capital Mangement
Florida
$504K +$40.6K +696 +9%
HCM
1269
Hollencrest Capital Management
California
$499K
FCA
1270
FLC Capital Advisors
California
$498K -$234K -4,000 -33%
CWM
1271
Cornerstone Wealth Management
Missouri
$495K +$6.54K +112 +1%
SIC
1272
Samalin Investment Counsel
New York
$494K +$477K +8,164 New
ACM
1273
Argyle Capital Management
Pennsylvania
$492K
PPP
1274
Private Portfolio Partners
New Jersey
$491K +$1.64K +28 +0.3%
SCA
1275
Stonebridge Capital Advisors
Minnesota
$490K +$50.2K +860 +12%

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.