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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
PWW
1451
Pettyjohn Wood & White
Virginia
$295K -$16.6K -284 -6%
VA
1452
Valmark Advisers
Ohio
$292K -$87.8K -1,504 -24%
CA
1453
Crewe Advisors
Utah
$292K -$9.81K -168 -3%
WB
1454
West Bancorporation
Iowa
$292K +$281K +4,816 New
PA
1455
PFG Advisors
Arizona
$291K -$236K -4,044 -46%
CHA
1456
Carmichael Hill & Associates
Maryland
$291K
LKIM
1457
Lawson Kroeker Investment Management
Nebraska
$291K
WI
1458
Wedgewood Investors
Pennsylvania
$291K
MGIA
1459
Moneta Group Investment Advisors
Missouri
$291K +$30.1K +516 +12%
EWA
1460
Exencial Wealth Advisors
Oklahoma
$290K -$28.7K -492 -9%
OCM
1461
Orser Capital Management
Texas
$290K +$46.7K +800 +20%
AL
1462
Aspiriant LLC
California
$289K -$27.6K -472 -9%
ETS
1463
ESL Trust Services
New York
$289K +$278K +4,768 New
AIA
1464
Armor Investment Advisors
North Carolina
$288K +$5.84K +100 +2%
FA
1465
FCG Advisors
New Jersey
$286K +$275K +4,716 New
PWM
1466
PBMares Wealth Management
Virginia
$286K +$276K +4,720 New
NAS
1467
Nicolet Advisory Services
Wisconsin
$285K +$2.8K +48 +1%
PCFFS
1468
Pacific Center for Financial Services
California
$285K +$12.8K +220 +5%
WMA
1469
Wealth Management Associates
New Jersey
$284K +$11.4K +196 +4%
DHFB
1470
Dixon Hubard Feinour & Brown
Virginia
$284K
GIA
1471
Gladstone Institutional Advisory
Florida
$283K -$11K -188 -4%
SIM
1472
Sonora Investment Management
Arizona
$283K +$3.74K +64 +1%
SAM
1473
Secure Asset Management
Michigan
$283K +$273K +4,676 New
AWM
1474
Aries Wealth Management
Maine
$282K
AAM
1475
Autus Asset Management
Arizona
$281K -$934 -16 -0.3%

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.