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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
TWA
1651
TCI Wealth Advisors
Arizona
$130K +$20.6K +352 +20%
SC
1652
Sawyer & Company
Massachusetts
$129K
PCM
1653
Prelude Capital Management
New York
$125K +$95.3K +1,632 +381%
HWM
1654
Howard Wealth Management
Connecticut
$125K +$121K +2,072 New
CII
1655
Capital International Inc
California
$122K -$4.2K -72 -3%
HWA
1656
Heritage Wealth Advisors
Virginia
$120K +$26.6K +456 +30%
FWM
1657
Filbrandt Wealth Management
Wisconsin
$118K +$114K +1,956 New
ADL
1658
Asset Dedication LLC
California
$117K +$18.9K +324 +20%
FMP
1659
Financial Management Professionals
Texas
$109K
AFS
1660
Aft Forsyth & Sober
Florida
$109K +$105K +1,800 New
RFM
1661
Royal Fund Management
Florida
$107K
CA
1662
Centerpoint Advisors
Massachusetts
$106K -$8.17K -140 -7%
TCM
1663
TD Capital Management
Tennessee
$106K
FA
1664
Fortis Advisors
Pennsylvania
$103K
TIM
1665
Tortoise Investment Management
New York
$96K
APC
1666
Aspire Private Capital
North Carolina
$94K +$89.9K +1,540 +7,700%
FIB
1667
First Interstate Bank
Montana
$92K -$934 -16 -1%
JFA
1668
JNBA Financial Advisors
Minnesota
$88K
JWBC
1669
John W. Brooker & Co
California
$88K +$84.5K +1,448 New
MCM
1670
MV Capital Management
Maryland
$87K
SL
1671
Savior LLC
Massachusetts
$86K +$82.7K +1,416 New
BIMC
1672
Benson Investment Management Company
Virginia
$84K
GFPC
1673
Global Financial Private Client
Florida
$83.5K +$80.6K +1,380 New
SC
1674
Steph & Co
Wisconsin
$80K +$77.5K +1,328 New
LFG
1675
Larson Financial Group
Missouri
$79K

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.