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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
MS
1551
Marshall & Sullivan
Washington
$240K -$1.64K -28 -0.7%
KCM
1552
Kathmere Capital Management
Pennsylvania
$240K +$231K +3,964 New
BWA
1553
BDO Wealth Advisors
Florida
$239K -$17.5K -300 -7%
BWP
1554
BSW Wealth Partners
Colorado
$239K -$934 -16 -0.4%
PIMG
1555
Patriot Investment Management Group
Tennessee
$239K
RCM
1556
RB Capital Management
Nevada
$238K +$232K +3,968 New
TFS
1557
TrustCore Financial Services
Tennessee
$236K
EWP
1558
Engrave Wealth Partners
Texas
$235K +$227K +3,888 New
ANTB
1559
AMG National Trust Bank
Colorado
$234K
GIP
1560
Granite Investment Partners
California
$234K +$12.8K +220 +6%
HWM
1561
Holloway Wealth Management
Florida
$233K
NSB
1562
Norway Savings Bank
Maine
$232K
CFA
1563
Cahill Financial Advisors
Minnesota
$232K +$234 +4 +0.1%
SFG
1564
SNS Financial Group
Minnesota
$231K +$223K +3,820 New
CWM
1565
CCG Wealth Management
California
$230K +$20.8K +356 +10%
RWB
1566
RMR Wealth Builders
New Jersey
$230K +$222K +3,804 New
XF
1567
XML Financial
Maryland
$229K +$221K +3,788 New
SIM
1568
Sadoff Investment Management
Wisconsin
$228K
TAM
1569
Townsend Asset Management
North Carolina
$228K +$220K +3,768 New
BWAM
1570
Boyd Watterson Asset Management
Ohio
$227K
FBFS
1571
First Business Financial Services
Wisconsin
$227K
OC
1572
Oarsman Capital
Wisconsin
$227K
ST
1573
Spinnaker Trust
Maine
$227K +$219K +3,756 New
HIC
1574
Harvey Investment Company
Kentucky
$226K
AIM
1575
AMI Investment Management
Indiana
$225K

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.