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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
SC
1701
Solstein Capital
California
$57K +$55.3K +948 New
PCM
1702
Penserra Capital Management
California
$56K -$1.67M -28,548 -97%
WQ
1703
Wealth Quarterback
New Jersey
$53.3K +$985K +16,872 New
1NWS
1704
1 North Wealth Services
Maryland
$53K +$45.1K +772 +742%
FP
1705
Financial Perspectives
Minnesota
$52.1K +$50.2K +860 New
SIAP
1706
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$51K -$3.74K -64 -7%
ACM
1707
Allred Capital Management
Texas
$50.4K +$48.6K +832 New
PCM
1708
Price Capital Management
Louisiana
$48K -$1.2M -20,568 -96%
POIA
1709
Pin Oak Investment Advisors
Texas
$48K -$21K -360 -31%
MWC
1710
MBM Wealth Consultants
Missouri
$48K
IRAG
1711
Investment Research & Advisory Group
Georgia
$48K +$46.2K +792 New
MAM
1712
Marquette Asset Management
Minnesota
$44K
LFA
1713
Lighthouse Financial Advisors
Maryland
$43K +$42.3K +724 New
CIA
1714
Cascade Investment Advisors
Oregon
$41.2K
IA
1715
IndexIQ Advisors
New York
$41K +$39.5K +676 New
VRM
1716
Vectors Research Management
New York
$40K -$15.9K -272 -29%
AP
1717
Arlington Partners
Alabama
$40K
OAJ
1718
Ogorek Anthony Joseph
New York
$40K +$7.47K +128 +24%
LAS
1719
Lloyd Advisory Services
Georgia
$40K +$38.1K +652 New
SIA
1720
SeaBridge Investment Advisors
New Jersey
$36K
SFPG
1721
Stonebridge Financial Planning Group
Florida
$36K +$35K +600 New
BHWM
1722
Bay Harbor Wealth Management
Maryland
$35K +$31.5K +540 +1,688%
MF
1723
Manchester Financial
California
$35K +$33.9K +580 New
VNA
1724
Valley National Advisers
Pennsylvania
$31K +$234 +4 +0.8%
BL
1725
Balentine LLC
Georgia
$31K +$3.97K +68 +15%

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.