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
BRWM
1276
B. Riley Wealth Management
Tennessee
$490K +$93.9K +1,608 +25%
GCM
1277
Gunderson Capital Management
South Carolina
$490K +$118K +2,024 +33%
CFW
1278
CA Family Wealth
California
$490K +$472K +8,088 New
PWP
1279
Principle Wealth Partners
Connecticut
$488K
BWM
1280
Baystate Wealth Management
Massachusetts
$488K +$67.3K +1,152 +17%
DWM
1281
Dakota Wealth Management
Florida
$485K -$85.7K -1,468 -15%
BT
1282
Brandywine Trust
Delaware
$484K
CAM
1283
Cozad Asset Management
Illinois
$484K
FB
1284
Fulton Bank
Pennsylvania
$484K
CMI
1285
Clare Market Investments
Texas
$484K +$466K +7,988 New
TTWM
1286
TCV Trust & Wealth Management
Virginia
$482K -$41.3K -708 -8%
EH
1287
Employers Holdings
Nevada
$479K -$462K -7,920 -50%
SIA
1288
Starfire Investment Advisers
Michigan
$478K
LWAC
1289
Laurel Wealth Advisors (California)
California
$477K +$53.2K +912 +13%
VNB
1290
Virginia National Bank
Virginia
$472K
WP
1291
WMS Partners
Maryland
$471K -$4.9K -84 -1%
HWM
1292
Hohimer Wealth Management
Washington
$470K +$453K +7,760 New
SDAM
1293
Shulman DeMeo Asset Management
New York
$466K +$53.9K +924 +14%
HDIM
1294
Hanson & Doremus Investment Management
Vermont
$466K +$140K +2,400 +45%
IMRF
1295
Illinois Municipal Retirement Fund
Illinois
$464K +$448K +7,668 New
UWPG
1296
Ullmann Wealth Partners Group
Florida
$462K -$51.6K -884 -10%
ACI
1297
Alpha Cubed Investments
California
$461K +$4.44K +76 +1%
QT
1298
Quantamental Technologies
New York
$461K +$444K +7,608 New
WDL
1299
Well Done LLC
Michigan
$460K -$7.01K -120 -2%
HZ
1300
Hixon Zuercher
Ohio
$460K +$444K +7,600 New

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.