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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
CCM
126
Cullen Capital Management
New York
$75.8M -$32.7K -560 -0%
Nordea Investment Management
127
Nordea Investment Management
Sweden
$75.3M +$375K +6,420 +0.5%
PAM
128
Panagora Asset Management
Massachusetts
$73.6M +$11.4M +195,808 +19%
GKIM
129
GW&K Investment Management
Massachusetts
$72.8M -$374K -6,408 -0.5%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$72.1M +$2.27M +38,812 +3%
TAM
131
Tocqueville Asset Management
New York
$69.4M -$24.6M -421,144 -27%
First Trust Advisors
132
First Trust Advisors
Illinois
$68.7M +$11.7M +199,976 +21%
WHG
133
Westwood Holdings Group
Texas
$68.6M -$1.17M -20,024 -2%
LDFR
134
Lehman & Derafelo Financial Resources
Pennsylvania
$68.2M +$527K +9,024 +0.8%
Baird Financial Group
135
Baird Financial Group
Wisconsin
$67.1M +$3.52M +60,368 +6%
GT
136
Glenmede Trust
Pennsylvania
$66.4M -$1.78M -30,544 -3%
Axa
137
Axa
France
$66.1M -$1.68M -28,788 -3%
PCM
138
Polaris Capital Management
Massachusetts
$65.9M -$245K -4,192 -0.4%
AIM
139
Artemis Investment Management
United Kingdom
$65M -$830K -14,220 -1%
ACI
140
AMP Capital Investors
Australia
$62.6M -$8.54M -146,324 -12%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$60.8M +$2.79M +47,764 +5%
William Blair Investment Management
142
William Blair Investment Management
Illinois
$57.3M +$760K +13,020 +1%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$57.1M +$1.69M +28,880 +3%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$56M +$40.1M +687,064 +290%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$55.1M -$13M -222,812 -20%
PCA
146
Personal Capital Advisors
California
$54.7M +$3.32M +56,900 +7%
GC
147
Guggenheim Capital
Illinois
$54.6M +$881K +15,096 +2%
VRS
148
Virginia Retirement Systems
Virginia
$54.4M -$23.4K -400 -0%
Victory Capital Management
149
Victory Capital Management
Texas
$54.2M -$1.43M -24,456 -3%
Robeco Institutional Asset Management
150
Robeco Institutional Asset Management
Netherlands
$52.2M +$104K +1,780 +0.2%

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.