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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11B +$166M +2,841,976 +2%
BlackRock
2
BlackRock
New York
$9.65B +$473M +8,100,972 +5%
State Street
3
State Street
Massachusetts
$6.47B +$279M +4,778,632 +5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.85B -$547M -9,369,692 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.16B +$211M +3,620,956 +7%
Bank of America
6
Bank of America
North Carolina
$2.7B +$5.92M +101,336 +0.2%
Wells Fargo
7
Wells Fargo
California
$2.07B +$55.1M +944,356 +3%
Morgan Stanley
8
Morgan Stanley
New York
$2.03B +$238M +4,070,864 +14%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.94B -$372M -6,370,976 -17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.74B +$79.5M +1,361,660 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.73B -$585M -10,011,240 -26%
Norges Bank
12
Norges Bank
Norway
$1.65B +$32.4M +555,492 +2%
Northern Trust
13
Northern Trust
Illinois
$1.61B -$31.4M -537,444 -2%
Deutsche Bank
14
Deutsche Bank
Germany
$1.26B -$69.4M -1,188,696 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.22B -$15.5M -264,740 -1%
Franklin Resources
16
Franklin Resources
California
$1.01B -$5.03M -86,224 -0.5%
N
17
Nuveen
North Carolina
$966M -$36.7M -627,996 -4%
UBS Group
18
UBS Group
Switzerland
$957M -$21M -359,332 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$948M +$37.8M +647,088 +4%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$938M +$27.6M +473,244 +3%
UBS AM
21
UBS AM
Illinois
$819M +$34.7M +595,056 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$765M -$9.11M -156,112 -1%
Capital Research Global Investors
23
Capital Research Global Investors
California
$733M +$202K +3,452 +0%
Goldman Sachs
24
Goldman Sachs
New York
$721M +$91.7M +1,570,784 +15%
Ameriprise
25
Ameriprise
Minnesota
$641M -$25.5M -436,888 -4%

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.