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NEE.PRQ

NextEra Energy, Inc.
NEE.PRQ

Delisted

NEE.PRQ was delisted on the 31st of August, 2018.

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37 hedge funds and large institutions have $867M invested in NextEra Energy, Inc. in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $813M → $867M (+$53.9M)

0% more funds holding

Funds holding: 37 → 37 (0)

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Calamos Advisors
Calamos Advisors
Illinois
+$27.9M
2
Invesco
Invesco
Georgia
+$10.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.46M
4
Citigroup
Citigroup
New York
+$4.09M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$37.1M
2
ACM
Advent Capital Management
New York
-$7.8M
3
Ameriprise
Ameriprise
Minnesota
-$4.24M
4
LTI
Laffer Tengler Investments
Tennessee
-$3.6M
5
PC
Passport Capital
California
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Calamos Wealth Management
Illinois
$1.25M +$1.16M +19,222 New
KeyBank National Association
27
KeyBank National Association
Ohio
$1.17M – – –
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$1.1M – – –
M&T Bank
29
M&T Bank
New York
$846K – – –
BHA
30
Beech Hill Advisors
New York
$518K -$25.7K -425 -5%
TSS
31
Two Sigma Securities
New York
$262K -$66.8K -1,103 -21%
AII
32
AGF Investments Inc
Ontario, Canada
$190K – – –
Morgan Stanley
33
Morgan Stanley
New York
$95K +$60K +991 +190%
N
34
Nuveen
North Carolina
$30K – – –
UBS Group
35
UBS Group
Switzerland
$22K -$82.1K -1,356 -80%
MFS
36
MSI Financial Services
Massachusetts
$17K +$11.9K +196 +316%
AG
37
Advisor Group
Arizona
$9K +$10.2K +168 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
Creative Planning
39
Creative Planning
Kansas
$3K +$2.73K +45 New
LTI
40
Laffer Tengler Investments
Tennessee
– -$3.6M -59,397 Closed
Wells Fargo
41
Wells Fargo
California
– -$606K -10,000 Closed
TDC
42
Thompson Davis & Co
Virginia
– -$5K -90 Closed
1
2

NEE.PRQ Hedge Fund Activity: Q2 2016 in Review

37 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. (NEE.PRQ) for Q2 2016, worth a combined $867M — up 6.6% from $813M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NEE.PRQ positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Calamos Advisors, adding an estimated $27.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $37.1M.

  • 37 institutional investors held NextEra Energy, Inc. (NEE.PRQ) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $867M of NextEra Energy, Inc. stock for Q2 2016, up 6.6% quarter-over-quarter.
  • 4 funds opened new NextEra Energy, Inc. positions in Q2 2016 and 3 closed out, a net change of +1 holder.
  • The largest NextEra Energy, Inc. buyer in Q2 2016 was Calamos Advisors, an estimated $27.9M added.
  • The largest NextEra Energy, Inc. seller in Q2 2016 was Lord, Abbett & Co, an estimated $37.1M sold.

Based on aggregated 13F filings for Q2 2016.