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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
TCM
1801
Tuttle Capital Management
Connecticut
-$2.21M -40,336 Closed
WCA
1802
Waratah Capital Advisors
Ontario, Canada
-$1.96M -33,636 Closed
TRCT
1803
Tower Research Capital (TRC)
New York
-$1.83M -31,456 Closed
ARG
1804
Advisory Resource Group
Oklahoma
-$1.2M -20,676 Closed
WCM
1805
Weld Capital Management
New York
-$915K -15,704 Closed
Arrowstreet Capital
1806
Arrowstreet Capital
Massachusetts
-$839K -14,400 Closed
NEPWA
1807
New England Private Wealth Advisors
Massachusetts
-$626K -10,776 Closed
BKA
1808
Brick & Kyle Associates
Pennsylvania
-$592K -10,148 Closed
PHK
1809
Point72 Hong Kong
Hong Kong
-$583K -10,012 Closed
AIM
1810
Axiom Investment Management
New York
-$527K -9,032 Closed
USAA
1811
United Services Automobile Association
Texas
-$401K -6,892 Closed
CAC
1812
Cowen and Company
New York
-$384K -6,600 Closed
EWM
1813
Executive Wealth Management
Michigan
-$351K -6,032 Closed
HR
1814
Hayden Royal
North Carolina
-$345K -5,932 Closed
UF
1815
Univest Financial
Pennsylvania
-$344K -5,908 Closed
TSS
1816
Two Sigma Securities
New York
-$285K -4,884 Closed
GIA
1817
Guyasuta Investment Advisors
Pennsylvania
-$252K -4,320 Closed
PMG
1818
Private Management Group
California
-$231K -3,968 Closed
SP
1819
Symmetry Partners
Connecticut
-$230K -3,952 Closed
QC
1820
QCM Cayman
Texas
-$209K -3,596 Closed
SB
1821
Strategic Blueprint
Georgia
-$171K -2,936 Closed
IUHSA
1822
Itau Unibanco Holding S.A.
Brazil
-$148K -2,908 Closed
WC
1823
Weil Company
California
-$121K -2,080 Closed
CL
1824
CSS LLC
Illinois
-$116K -2,000 Closed
QCIG
1825
Quad-Cities Investment Group
Iowa
-$112K -1,932 Closed

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.