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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
BCM
1751
Blume Capital Management
California
$12K
IRC
1752
Investors Research Corp
Georgia
$12K
LWANC
1753
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
SFA
1754
Semmax Financial Advisors
North Carolina
$10K -$2.8K -48 -23%
1W
1755
1776 Wealth
Georgia
$10K +$9.81K +168 New
KFS
1756
Kelly Financial Services
Massachusetts
$8.96K
WAS
1757
Winch Advisory Services
Wisconsin
$8K +$1.4K +24 +24%
WCM
1758
Wealthcare Capital Management
Virginia
$8K +$7.71K +132 New
APWM
1759
Atlas Private Wealth Management
New York
$8K +$8.17K +140 New
FRA
1760
Front Row Advisors
California
$7K
JIR
1761
James Investment Research
Ohio
$7K
PWMG
1762
Prestige Wealth Management Group
New Jersey
$7K
WCG
1763
Weaver Consulting Group
California
$7K +$6.77K +116 New
CFN
1764
Cordasco Financial Network
Florida
$6K
TAIM
1765
TD Ameritrade Investment Management
Nebraska
$6K +$1.64K +28 +41%
PAA
1766
Peregrine Asset Advisers
Oregon
$5.92K +$2.29M +39,272 +67%
CMBA
1767
C.M. Bidwell & Associates
Hawaii
$5K
LGWM
1768
Litman Gregory Wealth Management
California
$5K +$934 +16 +24%
CA
1769
CXI Advisors
Indiana
$5K +$4.44K +76 New
PK
1770
Pflug Koory
Nebraska
$5K +$4.44K +76 New
FCH
1771
Freestone Capital Holdings
Washington
$4.47K +$2.64M +45,280 +158%
PG
1772
Proffitt & Goodson
Tennessee
$3K
WWM
1773
Willingdon Wealth Management
North Carolina
$3K
LP
1774
LMR Partners
United Kingdom
$2.28K +$1.68M +28,736 +324%
PGAM
1775
Princeton Global Asset Management
New Jersey
$2.08K +$586K +10,044 +41%

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.