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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
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$52M +$182K +3,124 +0.4%
KACA
152
Kayne Anderson Capital Advisors
California
$51M +$22.1M +379,240 +82%
LPL Financial
153
LPL Financial
California
$49.6M +$2.03M +34,728 +4%
BG
154
Bollard Group
Massachusetts
$49M +$2.96M +50,728 +7%
BC
155
Bruce & Co
Illinois
$47.7M
Man Group
156
Man Group
United Kingdom
$47.5M -$5.25M -89,944 -10%
DILIC
157
Dai-ichi Life Insurance Company
Japan
$47.4M +$4.35M +74,576 +11%
CB
158
Commerce Bank
Missouri
$47.4M -$14.9M -254,664 -25%
FTIOP
159
Fiduciary Trust International of Pennsylvania
Pennsylvania
$46.8M -$2.28M -39,136 -5%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$46.7M +$1.37M +23,408 +3%
JIC
161
Johnson Investment Counsel
Ohio
$46.3M -$13.3M -228,004 -23%
T
162
TOBAM
France
$45.9M -$3.33M -57,120 -7%
MAM
163
Martingale Asset Management
Massachusetts
$43.8M -$646K -11,060 -2%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$43.7M +$30.9M +528,760 +274%
Millennium Management
165
Millennium Management
New York
$42.1M +$20.2M +345,536 +99%
LM
166
Luminus Management
Texas
$41.8M -$51.5M -881,728 -56%
RHBC
167
R.H. Bluestein & Co
Michigan
$41.5M -$276K -4,720 -0.7%
UB
168
UMB Bank
Missouri
$41.4M -$1.94M -33,188 -5%
RMDI
169
R.M. Davis Inc
Maine
$41.3M +$2.28M +39,032 +6%
UIM
170
USS Investment Management
United Kingdom
$41M -$13.3M -227,352 -25%
OCM
171
Osterweis Capital Management
California
$41M -$292K -5,008 -0.7%
MGIM
172
M&G Investment Management
United Kingdom
$40.4M +$39M +667,924 New
DCM
173
Donaldson Capital Management
Indiana
$40.2M +$168K +2,884 +0.4%
HighTower Advisors
174
HighTower Advisors
Illinois
$39.7M -$1.27M -21,776 -3%
AAM
175
Advisors Asset Management
Colorado
$39.7M +$2.43M +41,560 +7%

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.