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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
WP
1601
WealthShield Partners
North Carolina
$206K +$199K +3,408 New
PFGIA
1602
Patriot Financial Group Insurance Agency
Massachusetts
$205K -$251K -4,296 -56%
PAS
1603
Professional Advisory Services
Florida
$205K +$197K +3,380 New
GC
1604
Garde Capital
Washington
$205K +$198K +3,388 New
RPGK
1605
Retirement Planning Group (Kansas)
Kansas
$205K +$198K +3,392 New
MIFH
1606
Migdal Insurance & Financial Holdings
Israel
$204K -$7.94K -136 -4%
WAG
1607
Winthrop Advisory Group
Massachusetts
$204K -$7.47K -128 -4%
DWA
1608
Dougherty Wealth Advisers
Minnesota
$204K
CA
1609
Claro Advisors
Massachusetts
$203K -$21.5K -368 -10%
RAM
1610
Riggs Asset Management
Pennsylvania
$203K
CFG
1611
CKW Financial Group
Hawaii
$201K
MWP
1612
Meridian Wealth Partners
Pennsylvania
$201K +$194K +3,324 New
PWP
1613
Personal Wealth Partners
Minnesota
$200K
SL
1614
Salomon & Ludwin
Virginia
$200K
GWM
1615
GSB Wealth Management
Connecticut
$200K +$193K +3,300 New
SMFS
1616
Squar Milner Financial Services
California
$199K -$15.4K -264 -7%
PO
1617
Private Ocean
California
$199K +$467 +8 +0.2%
HH
1618
HWG Holdings
Texas
$195K +$55.3K +948 +42%
WA
1619
Winfield Associates
Ohio
$194K
RE
1620
RBC Europe
United Kingdom
$194K
HIIFS
1621
Harel Insurance Investments & Financial Services
Israel
$192K +$162K +2,780 +724%
HCA
1622
Horan Capital Advisors
Ohio
$191K
JWA
1623
JFS Wealth Advisors
Pennsylvania
$190K
FPS
1624
Fieldpoint Private Securities
Connecticut
$189K
CWP
1625
CFM Wealth Partners
Texas
$189K +$175K +3,000 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.