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NextEra Energy

1,599 hedge funds and large institutions have $76.1B invested in NextEra Energy in 2019 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 655 increasing their positions, 567 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 67

16% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 567

6% more capital invested

Capital invested by funds: $71.7B → $76.1B (+$4.4B)

2% more funds holding in top 10

Funds holding in top 10: 6364 (+1)

1% more call options, than puts

Call options by funds: $353M | Put options by funds: $349M

1% more funds holding

Funds holding: 1,5871,599 (+12)

0.2% more ownership

Funds ownership: 310.98%311.18% (+0.2%)

Holders
1,599
Holders Change
+12
Holders Change %
+0.76%
% of All Funds
34.72%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.39%
New
103
Increased
655
Reduced
567
Closed
67
Calls
$353M
Puts
$349M
Net Calls
+$4.11M
Net Calls Change
-$201M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.87B +$113M +2,295,692 +1%
BlackRock
2
BlackRock
New York
$7.57B +$165M +3,350,456 +2%
State Street
3
State Street
Massachusetts
$5.15B +$98.3M +1,997,580 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.71B +$499M +10,143,984 +16%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.57B -$125M -2,541,480 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.52B -$167M -3,397,640 -6%
Bank of America
7
Bank of America
North Carolina
$2.26B -$306M -6,217,068 -12%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.92B +$127M +2,587,160 +7%
Wells Fargo
9
Wells Fargo
California
$1.68B +$2.71M +55,040 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$1.53B -$105M -2,143,196 -7%
Northern Trust
11
Northern Trust
Illinois
$1.39B -$419K -8,512 -0%
Norges Bank
12
Norges Bank
Norway
$1.38B +$6.68M +135,676 +0.5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.34B +$55.1M +1,120,788 +4%
Deutsche Bank
14
Deutsche Bank
Germany
$1.11B -$50.6M -1,029,016 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.01B +$30.7M +623,616 +3%
N
16
Nuveen
North Carolina
$948M +$870M +17,683,988 +2,158%
Franklin Resources
17
Franklin Resources
California
$864M -$23M -466,440 -3%
UBS Group
18
UBS Group
Switzerland
$860M +$108M +2,195,984 +15%
Legal & General Group
19
Legal & General Group
United Kingdom
$755M +$35.7M +725,004 +5%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$704M +$108M +2,203,824 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$638M +$28.4M +577,668 +5%
AllianceBernstein
22
AllianceBernstein
Tennessee
$544M -$41.6M -845,744 -7%
UBS AM
23
UBS AM
Illinois
$517M +$146M +2,960,236 +41%
Ameriprise
24
Ameriprise
Minnesota
$509M +$34.2M +694,328 +8%
Goldman Sachs
25
Goldman Sachs
New York
$504M -$19.9M -404,744 -4%

NEE Hedge Fund Activity: Q2 2019 in Review

1,599 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2019, worth a combined $76.1B — up 6.1% from $71.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new NEE positions and 67 closed out — a net gain of 36 holders — while 655 added to existing stakes and 567 trimmed.

The largest buyer was Nuveen, adding an estimated $870M. The largest seller was Bank of America, cutting an estimated $306M.

  • 1,599 institutional investors held NextEra Energy (NEE) as of Q2 2019, up from 1,587 in Q1 2019.
  • Funds reported $76.1B of NextEra Energy stock for Q2 2019, up 6.1% quarter-over-quarter.
  • 103 funds opened new NextEra Energy positions in Q2 2019 and 67 closed out, a net change of +36 holders.
  • The largest NextEra Energy buyer in Q2 2019 was Nuveen, an estimated $870M added.
  • The largest NextEra Energy seller in Q2 2019 was Bank of America, an estimated $306M sold.

Based on aggregated 13F filings for Q2 2019.