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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
TI
1426
Truehand Inc
New Hampshire
$315K
MA
1427
Modus Advisors
Minnesota
$315K +$303K +5,196 New
LIA
1428
LBMC Investment Advisors
Tennessee
$314K
Group One Trading
1429
Group One Trading
Illinois
$313K +$302K +5,172 New
CAG
1430
Crestwood Advisors Group
Massachusetts
$312K
PWMAG
1431
Pinnacle Wealth Management Advisory Group
New Jersey
$311K
DA
1432
Detalus Advisors
Missouri
$311K +$300K +5,132 New
SLWS
1433
Swaine & Leidel Wealth Services
Florida
$311K +$300K +5,132 New
CRIG
1434
Charter Research & Investment Group
Connecticut
$310K -$18.7K -320 -6%
PWPS
1435
Pinnacle Wealth Planning Services
Ohio
$310K +$51.6K +884 +21%
PVWM
1436
Point View Wealth Management
New Jersey
$309K
TFA
1437
Tobias Financial Advisors
Florida
$308K +$297K +5,088 New
CC
1438
Cornerstone Capital
California
$306K
HPWM
1439
Highland Private Wealth Management
Washington
$305K -$3.27K -56 -1%
W
1440
Wealthquest
Ohio
$305K
EIA
1441
Eldridge Investment Advisors
New Hampshire
$305K +$467 +8 +0.2%
M
1442
MOTCO
Texas
$303K +$28K +480 +11%
CCM
1443
Compass Capital Management
Minnesota
$303K +$292K +5,000 New
AFAS
1444
Acorn Financial Advisory Services
Virginia
$303K +$293K +5,016 New
SCM
1445
Salem Capital Management
Massachusetts
$302K
OPCM
1446
Osborne Partners Capital Management
California
$301K
AA
1447
Argent Advisors
Louisiana
$301K +$280K +4,804 New
AWM
1448
Avior Wealth Management
Nebraska
$300K +$86.2K +1,476 +42%
AA
1449
Advisory Alpha
Michigan
$298K -$29.9K -512 -10%
MA
1450
MCF Advisors
Kentucky
$297K

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.