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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
BOS
1401
Bingham Osborn & Scarborough
California
$350K +$14.9K +256 +5%
JGIA
1402
Jackson Grant Investment Advisers
Connecticut
$349K +$467 +8 +0.1%
GLI
1403
Guardian Life Insurance
New York
$348K +$2.1K +36 +0.6%
FIM
1404
Fruth Investment Management
Texas
$346K
AW
1405
Alpha Windward
Massachusetts
$345K -$13.3K -228 -4%
KC
1406
Kingfisher Capital
North Carolina
$344K +$701 +12 +0.2%
MIM
1407
Marco Investment Management
Georgia
$342K
FWCM
1408
First Western Capital Management
California
$341K
KCPG
1409
Kavar Capital Partners Group
Kansas
$339K
HFAS
1410
Hummer Financial Advisory Services
Illinois
$339K +$327K +5,600 New
RW
1411
REDW Wealth
New Mexico
$338K
CPA
1412
Clear Perspective Advisors
Illinois
$332K +$18.2K +312 +6%
IBOK
1413
Independence Bank of Kentucky
Kentucky
$331K -$12.8K -220 -4%
GAB
1414
German American Bancorp
Indiana
$331K
BCB
1415
Brian C. Broderick
$330K -$5.84K -100 -2%
GH
1416
GAM Holding
Switzerland
$328K +$317K +5,428 New
AF
1417
Allworth Financial
California
$324K -$18.2K -312 -6%
LCOV
1418
London Company of Virginia
Virginia
$324K
NL
1419
NWAM LLC
Washington
$324K
BFA
1420
Bragg Financial Advisors
North Carolina
$321K +$2.1K +36 +0.7%
VWM
1421
Valley Wealth Managers
New Jersey
$320K +$73.8K +1,264 +32%
CPIA
1422
Cornell Pochily Investment Advisors
New York
$318K
LJHT
1423
Laurie J. Hall Trustee
$318K
LC
1424
Lindbrook Capital
California
$317K -$6.07K -104 -2%
PP
1425
Peconic Partners
New York
$315K

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.