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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
PCTC
1676
Perkins Coie Trust Company
Washington
$79K
AAP
1677
Arax Advisory Partners
Colorado
$79K +$467 +8 +0.6%
TCM
1678
Tradewinds Capital Management
Washington
$78K -$3.97K -68 -5%
LWM
1679
Liberty Wealth Management
California
$77K +$7.24K +124 +11%
ED
1680
Exane Derivatives
France
$76.5K +$71K +1,216 New
FBT
1681
First Bank & Trust
South Dakota
$76K
SWM
1682
Sugarloaf Wealth Management
Georgia
$76K +$73.1K +1,252 New
SIAS
1683
Shine Investment Advisory Services
Colorado
$75K
SCM
1684
Silvant Capital Management
Georgia
$75K
ME
1685
McIlrath & Eck
Washington
$73K -$4.9K -84 -6%
SFG
1686
Sowa Financial Group
Rhode Island
$73K +$70.1K +1,200 New
BWA
1687
Burt Wealth Advisors
Maryland
$71K
SLF
1688
Sun Life Financial
Ontario, Canada
$70K -$25.7K -440 -28%
NL
1689
NVWM LLC
Pennsylvania
$70K
BRC
1690
Bell Rock Capital
Delaware
$70K +$234 +4 +0.3%
EARNEST Partners
1691
EARNEST Partners
Georgia
$69K
TFGT
1692
TS Financial Group (TSFG)
Illinois
$69K +$56.3K +964 +536%
TFO
1693
Tarbox Family Office
California
$68K -$1.4K -24 -2%
TL
1694
TrueWealth LLC
Georgia
$68K
EI
1695
Ellevest Inc
New York
$67K +$24.5K +420 +61%
SJIM
1696
St. Johns Investment Management
Florida
$66K
AIM
1697
Aigen Investment Management
New York
$65K +$62.8K +1,076 New
FPB
1698
First PREMIER Bank
South Dakota
$64K +$29.2K +500 +91%
HIM
1699
Hillsdale Investment Management
Ontario, Canada
$62K +$53.7K +920 +920%
GAM
1700
Gemmer Asset Management
California
$61K -$7.94K -136 -12%

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.