We are live on ! Find out more
NEE icon

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
VDI
176
Vaughan David Investments
Illinois
$39M -$535K -9,156 -1%
AIG
177
American International Group
New York
$38.7M +$1.25M +21,444 +3%
SW
178
SVB Wealth
Massachusetts
$37M +$771K +13,208 +2%
Comerica Bank
179
Comerica Bank
Texas
$36.8M -$1.07M -18,360 -3%
AIM
180
Alphinity Investment Management
Australia
$36.4M -$91.5K -1,568 -0.3%
FWCM
181
Ferguson Wellman Capital Management
Oregon
$36.4M +$6.07M +103,900 +21%
CCMG
182
Clark Capital Management Group
Pennsylvania
$36.1M -$188K -3,216 -0.5%
CRM
183
Cramer Rosenthal McGlynn
Connecticut
$35.7M -$2.75M -47,080 -7%
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$34.9M +$6M +102,820 +22%
CT
185
Cambridge Trust
Massachusetts
$34.9M -$15.4M -263,008 -31%
NP
186
NS Partners
United Kingdom
$34.8M +$559K +9,568 +2%
SHA
187
Shelter Harbor Advisors
Connecticut
$33.9M +$9.34M +160,000 +40%
WG
188
Welch Group
Alabama
$33.7M -$667K -11,416 -2%
AT
189
AMF Tjänstepension
Sweden
$33.7M -$850K -14,552 -3%
ST
190
Sabal Trust
Florida
$33.7M +$328K +5,620 +1%
BIC
191
Beach Investment Counsel
Pennsylvania
$33.7M -$3.33M -57,092 -9%
BSPF
192
British Steel Pension Fund
United Kingdom
$33.4M
BNP Paribas Asset Management
193
BNP Paribas Asset Management
France
$32.9M +$6.16M +105,464 +24%
CAM
194
Cidel Asset Management
Ontario, Canada
$32.6M +$296K +5,072 +1%
DADC
195
D.A. Davidson & Co
Montana
$32.3M +$1.73M +29,624 +6%
Allianz Asset Management
196
Allianz Asset Management
Germany
$31.8M -$13.5M -230,392 -30%
WBC
197
Westpac Banking Corp
Australia
$31.6M -$112K -1,920 -0.4%
MIM
198
MetLife Investment Management
New Jersey
$31.4M -$739K -12,656 -2%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$31.4M -$597K -10,232 -2%
ELC
200
Edgar Lomax Company
Virginia
$31.1M -$747K -12,800 -2%

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.