We are live on ! Find out more
NEE icon

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
BAMG
1526
Brand Asset Management Group
Missouri
$251K -$28.5K -488 -11%
AIP
1527
ARS Investment Partners
New York
$250K
FA
1528
Financial Advantage
Maryland
$249K
BCA
1529
Bray Capital Advisors
Florida
$248K
MWM
1530
MBE Wealth Management
Wisconsin
$248K +$240K +4,112 New
WA
1531
Waverly Advisors
Alabama
$247K +$701 +12 +0.3%
MMHP
1532
Murphy Middleton Hinkle & Parker
Georgia
$246K
LRPA
1533
L. Roy Papp & Associates
Arizona
$246K +$4.2K +72 +2%
VHAM
1534
Van Hulzen Asset Management
California
$245K -$302K -5,172 -56%
RC
1535
Roundview Capital
New Jersey
$245K
TI
1536
Tidal Investments
Wisconsin
$245K +$29.4K +504 +14%
RIA
1537
Realta Investment Advisors
Delaware
$244K -$193K -3,304 -44%
CHAM
1538
Clear Harbor Asset Management
Connecticut
$242K
BI
1539
Ballast Inc
Kentucky
$242K
BSG
1540
Black Swift Group
Colorado
$242K
HSA
1541
Hussman Strategic Advisors
Maryland
$242K
MWP
1542
Moller Wealth Partners
$242K
SC
1543
Saturna Capital
Washington
$242K
SL
1544
Summitry LLC
California
$242K
TSS
1545
Thomas Story & Son
Indiana
$242K
YMRC
1546
Yorktown Management & Research Company
Virginia
$242K
ER
1547
Enlightenment Research
Florida
$242K +$234K +4,000 New
TF
1548
Tompkins Financial
New York
$242K +$234K +4,000 New
PGA
1549
Portland Global Advisors
Maine
$241K -$15.6K -268 -6%
VCAM
1550
Van Cleef Asset Management
Ohio
$241K

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.