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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
EWM
1726
EPG Wealth Management
Georgia
$31K +$30.4K +520 New
Simplex Trading
1727
Simplex Trading
Illinois
$30K +$29.4K +504 New
CFD
1728
Creative Financial Designs
Indiana
$28K -$3.74K -64 -12%
CH
1729
Canton Hathaway
Rhode Island
$28K
VEA
1730
Virtus ETF Advisers
New York
$27K
CB
1731
CNB Bank
Pennsylvania
$25K
LWM
1732
Lionsbridge Wealth Management
Florida
$25K +$24.5K +420 New
VCS
1733
Vaughan & Co Securities
New Jersey
$24.2K +$23.4K +400 New
Loomis, Sayles & Company
1734
Loomis, Sayles & Company
Massachusetts
$24K -$113K -1,940 -83%
JSC
1735
Jackson Square Capital
California
$24K +$23.4K +400 New
RG
1736
Retirement Group
California
$24K +$23.4K +400 New
TPWA
1737
TRUE Private Wealth Advisors
Oregon
$24K +$24.1K +412 New
RWML
1738
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$23.2K
NIM
1739
NuWave Investment Management
New Jersey
$23K -$13.8K -236 -38%
ACM
1740
AUA Capital Management
Pennsylvania
$22K
ACA
1741
Atlas Capital Advisors
Wyoming
$21.1K
JAM
1742
JCIC Asset Management
Ontario, Canada
$20K +$9.34K +160 +93%
SWM
1743
Selective Wealth Management
Virginia
$19K
HWM
1744
HighMark Wealth Management
Minnesota
$19K +$18.4K +316 New
SQA
1745
Simon Quick Advisors
New Jersey
$18K +$10K +172 +134%
CCA
1746
Column Capital Advisors
Indiana
$18K +$17.7K +304 New
EWA
1747
Evolution Wealth Advisors
Florida
$17K +$6.31K +108 +61%
CQS
1748
Credential Qtrade Securities
$15.5K +$14.9K +256 New
TF
1749
TimeScale Financial
Massachusetts
$15K
LWS
1750
Lucia Wealth Services
California
$14K +$13.8K +236 New

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.