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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
EIP
1626
Ellis Investment Partners
Pennsylvania
$187K +$701 +12 +0.4%
GWS
1627
Glassman Wealth Services
Virginia
$179K +$15.9K +272 +10%
GCM
1628
Gables Capital Management
Florida
$178K
CI
1629
CX Institutional
Indiana
$177K -$3.27K -56 -2%
VCP
1630
Verus Capital Partners
Arizona
$177K +$170K +2,916 New
APW
1631
Acima Private Wealth
Virginia
$176K +$77.1K +1,320 +84%
CAL
1632
Capital Advisors Ltd
Ohio
$173K
TCWM
1633
Total Clarity Wealth Management
Illinois
$170K +$163K +2,800 New
AL
1634
AJO LP
Pennsylvania
$164K -$1.24M -21,160 -89%
LWM
1635
Lenox Wealth Management
Ohio
$162K -$37.6K -644 -19%
IFA
1636
Interactive Financial Advisors
Illinois
$160K
HGWM
1637
Harvest Group Wealth Management
Massachusetts
$158K
DOA
1638
D'Orazio & Associates
Virginia
$157K
TC
1639
Trust Company
Kansas
$155K
BCA
1640
Berman Capital Advisors
Georgia
$149K +$12.4K +212 +9%
QCMC
1641
Quantum Capital Management (California)
California
$143K -$14.7K -252 -10%
DI
1642
Disciplined Investments
Oklahoma
$142K +$137K +2,352 New
PA
1643
PSI Advisors
Florida
$141K +$136K +2,332 New
CAM
1644
CenterStar Asset Management
Illinois
$140K
SNT
1645
Security National Trust
West Virginia
$137K -$5.84K -100 -4%
HI
1646
Hudock Inc
Pennsylvania
$136K +$467 +8 +0.4%
LPIC
1647
LeJeune Puetz Investment Counsel
Michigan
$133K -$70.8K -1,212 -36%
SIS
1648
Sound Income Strategies
Florida
$133K +$35.3K +604 +38%
AWM
1649
AllSquare Wealth Management
New York
$132K -$10.3K -176 -7%
CCM
1650
Cribstone Capital Management
Maine
$131K -$177K -3,040 -59%

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.