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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
FIA
1576
Foundations Investment Advisors
Arizona
$225K +$217K +3,720 New
EPA
1577
Element Pointe Advisors
Florida
$224K
IPW
1578
Inlet Private Wealth
Florida
$224K +$6.31K +108 +3%
AIA
1579
Avalon Investment & Advisory
Texas
$224K +$216K +3,692 New
ACA
1580
Affinity Capital Advisors
California
$223K +$215K +3,676 New
HBT
1581
Hills Bank & Trust
Iowa
$221K
CA
1582
Corrado Advisors
New Jersey
$220K +$212K +3,632 New
KTC
1583
Kistler-Tiffany Companies
Pennsylvania
$218K -$23.4K -400 -10%
PBO
1584
Peoples Bank (Ohio)
Ohio
$218K -$14.5K -248 -6%
DLA
1585
Douglas Lane & Associates
New York
$218K -$11.7K -200 -5%
WFMPM
1586
Woodley Farra Manion Portfolio Management
Indiana
$218K +$210K +3,596 New
EMG
1587
Ellington Management Group
Connecticut
$218K +$210K +3,600 New
HHGA
1588
Halbert Hargrove Global Advisors
California
$216K -$2.33K -40 -1%
HR
1589
Howe & Rusling
New York
$216K -$234 -4 -0.1%
IFG
1590
Investors Financial Group
Minnesota
$216K +$209K +3,576 New
JHCP
1591
Jackson Hole Capital Partners
Oklahoma
$215K
MWA
1592
Meridian Wealth Advisors
Texas
$215K
LFA
1593
Legacy Financial Advisors
Kentucky
$215K +$4.44K +76 +2%
AFP
1594
Ausdal Financial Partners
Iowa
$210K +$185K +3,164 New
CWM
1595
Concentric Wealth Management
California
$208K -$9.34K -160 -4%
PWM
1596
Paulson Wealth Management
Illinois
$208K -$9.34K -160 -5%
ECM
1597
Evergreen Capital Management
Washington
$207K +$200K +3,424 New
OSNBOA
1598
Old Second National Bank of Aurora
Illinois
$206K +$25.7K +440 +15%
SWM
1599
Stockman Wealth Management
Montana
$206K +$199K +3,400 New
SSW
1600
Smith Shellnut Wilson
Mississippi
$206K +$199K +3,404 New

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.