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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
PFA
1376
Plotkin Financial Advisors
Maryland
$371K +$357K +6,120 New
FMTC
1377
Farmers & Merchants Trust Company
California
$369K
GAG
1378
GM Advisory Group
New York
$367K -$39.2K -672 -10%
GGI
1379
Godsey & Gibb Inc
Virginia
$367K
CAC
1380
Certified Advisory Corp
Florida
$367K +$701 +12 +0.2%
RWM
1381
RBA Wealth Management
California
$366K -$3.97K -68 -1%
IC
1382
InterOcean Capital
Illinois
$366K
MW
1383
Marcum Wealth
Ohio
$365K +$352K +6,028 New
CCM
1384
Community Capital Management
Florida
$363K -$360K -6,164 -51%
VC
1385
Vicus Capital
Pennsylvania
$363K -$46K -788 -12%
LBA
1386
Lowell Blake & Associates
Massachusetts
$363K +$350K +6,000 New
WAOTB
1387
Wealth Advisors of Tampa Bay
Florida
$362K
WA
1388
Wambolt & Associates
Colorado
$362K +$130K +2,224 +59%
Balyasny Asset Management
1389
Balyasny Asset Management
Illinois
$362K +$349K +5,976 New
HPC
1390
Hobart Private Capital
North Carolina
$362K +$349K +5,972 New
LC
1391
Landaas & Company
Wisconsin
$361K
VCA
1392
Verdence Capital Advisors
Maryland
$360K +$45.5K +780 +15%
FSC
1393
Full Sail Capital
Oklahoma
$357K
HIM
1394
Hotaling Investment Management
Pennsylvania
$356K
MHIC
1395
Marble Harbor Investment Counsel
Massachusetts
$354K
FFN
1396
Focus Financial Network
Minnesota
$354K +$22K +376 +7%
PFO
1397
Pathstone Family Office
New Jersey
$351K +$22.2K +380 +190%
SAM
1398
Silphium Asset Management
United Kingdom
$350K
BFIC
1399
Bedell Frazier Investment Counselling
California
$350K
SCI
1400
Stableford Capital II
Arizona
$350K +$1.4K +24 +0.4%

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.