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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
HKIM
1326
Hayek Kallen Investment Management
Alabama
$432K -$4.67K -80 -1%
EF
1327
Empirical Finance
Pennsylvania
$430K +$157K +2,684 +61%
CRCM
1328
Corbett Road Capital Management
Virginia
$430K +$414K +7,096 New
JSL
1329
JT Stratford LLC
Georgia
$428K -$21.5K -368 -5%
OWA
1330
Outlook Wealth Advisors
Texas
$425K +$10.7K +184 +3%
CFO
1331
CVA Family Office
Colorado
$425K +$410K +7,028 New
BCM
1332
Boltwood Capital Management
California
$424K
LA
1333
Lau Associates
Delaware
$424K
DIM
1334
DC Investments Management
Virginia
$421K -$138K -2,368 -25%
GFP
1335
Gryphon Financial Partners
Ohio
$417K -$136K -2,324 -25%
FMW
1336
Farr Miller & Washington
District of Columbia
$417K +$37.4K +640 +10%
MPCG
1337
Matrix Private Capital Group
New York
$417K +$402K +6,884 New
EMG
1338
ETF Managers Group
New Jersey
$416K -$68.9K -1,180 -15%
1WA
1339
180 Wealth Advisors
Washington
$414K -$657K -11,252 -63%
KIC
1340
Keating Investment Counselors
Florida
$412K
XWM
1341
Xcel Wealth Management
Florida
$412K
WP
1342
WealthPLAN Partners
Nebraska
$405K +$11.9K +204 +4%
GCA
1343
Gideon Capital Advisors
New York
$405K +$390K +6,688 New
NWP
1344
Northstar Wealth Partners
Connecticut
$404K -$15.4K -264 -4%
B
1345
Bellecapital
Switzerland
$403K +$388K +6,652 New
KPW
1346
Kore Private Wealth
New York
$402K -$26.9K -460 -6%
VCM
1347
Vigilant Capital Management
Maine
$400K +$11.7K +200 +3%
GAM
1348
Gould Asset Management
California
$400K +$19.9K +340 +5%
LF
1349
Lantz Financial
Illinois
$399K
TP
1350
Tranquility Partners
Tennessee
$399K +$385K +6,588 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.