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NEE.PRP

NEXTERA ENERGY INC EQUITY UNIT

Delisted

NEE.PRP was delisted on the 31st of August, 2016.

32 hedge funds and large institutions have $434M invested in NEXTERA ENERGY INC EQUITY UNIT in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

14% more funds holding

Funds holding: 2832 (+4)

13% less capital invested

Capital invested by funds: $499M → $434M (-$64.2M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
9
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$104M
Calamos Advisors
2
Calamos Advisors
Illinois
$82.1M +$10.4M +183,596 +14%
ClearBridge Investments
3
ClearBridge Investments
New York
$50.7M -$6.67M -117,495 -11%
Federated Hermes
4
Federated Hermes
Pennsylvania
$31M
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$23.9M
JP Morgan Chase
6
JP Morgan Chase
New York
$19.7M -$2.73M -47,995 -12%
Invesco
7
Invesco
Georgia
$18.1M -$1.03M -18,100 -5%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$15.2M -$28.2M -497,150 -64%
PI
9
Putnam Investments
Massachusetts
$14.3M +$56.7K +999 +0.4%
Ameriprise
10
Ameriprise
Minnesota
$13.6M -$18.3M -322,800 -56%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$11.1M -$57 -1 -0%
Deutsche Bank
12
Deutsche Bank
Germany
$10.4M +$12.5K +220 +0.1%
CI
13
Conning Inc
Connecticut
$8.83M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$7.68M
ACM
15
Advent Capital Management
New York
$5.09M -$3.89M -68,554 -43%
Goldman Sachs
16
Goldman Sachs
New York
$3.21M +$2.59M +45,532 +315%
VanEck Associates
17
VanEck Associates
New York
$3.04M -$346K -6,090 -10%
DCM
18
Dinsmore Capital Management
New Jersey
$2.67M -$1.14M -20,000 -29%
LTI
19
Laffer Tengler Investments
Tennessee
$2M -$150K -2,649 -7%
Bank of America
20
Bank of America
North Carolina
$1.65M +$1.75M +30,902 New
PCM
21
Palisade Capital Management
New Jersey
$1.4M -$170K -3,000 -11%
JG
22
Jefferies Group
New York
$1.25M +$1.32M +23,264 New
Wells Fargo
23
Wells Fargo
California
$948K +$1.01M +17,719 New
MAA
24
Managed Account Advisors
New Jersey
$793K +$33K +581 +4%
CWM
25
Calamos Wealth Management
Illinois
$705K +$50.9K +896 +7%

NEE.PRP Hedge Fund Activity: Q2 2015 in Review

32 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in NEXTERA ENERGY INC EQUITY UNIT (NEE.PRP) for Q2 2015, worth a combined $434M — down 13% from $499M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NEE.PRP positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Calamos Advisors, adding an estimated $10.4M. The largest seller was Lord, Abbett & Co, cutting an estimated $28.2M.

  • 32 institutional investors held NEXTERA ENERGY INC EQUITY UNIT (NEE.PRP) as of Q2 2015, up from 28 in Q1 2015.
  • Funds reported $434M of NEXTERA ENERGY INC EQUITY UNIT stock for Q2 2015, down 13% quarter-over-quarter.
  • 5 funds opened new NEXTERA ENERGY INC EQUITY UNIT positions in Q2 2015 and 1 closed out, a net change of +4 holders.
  • The largest NEXTERA ENERGY INC EQUITY UNIT buyer in Q2 2015 was Calamos Advisors, an estimated $10.4M added.
  • The largest NEXTERA ENERGY INC EQUITY UNIT seller in Q2 2015 was Lord, Abbett & Co, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2015.