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NEE.PRQ

NextEra Energy, Inc.

Delisted

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

37 hedge funds and large institutions have $813M invested in NextEra Energy, Inc. in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

3% more funds holding

Funds holding: 3637 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

59% less capital invested

Capital invested by funds: $1.96B → $813M (-$1.15B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
13
Reduced
6
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$345M
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.9M +$88.6M +1,572,825 New
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$47.2M +$26M +462,012 +148%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$42M +$42.8K +760 +0.1%
Invesco
5
Invesco
Georgia
$35.2M +$8.23M +146,000 +34%
ACM
6
Advent Capital Management
New York
$35M +$10.3M +182,568 +46%
Allianz Asset Management
7
Allianz Asset Management
Germany
$30.2M +$26.2M +465,000 +1,550%
ClearBridge Investments
8
ClearBridge Investments
New York
$27.1M +$25M +444,175 New
Victory Capital Management
9
Victory Capital Management
Texas
$23.1M +$228K +4,053 +1%
GLI
10
Guardian Life Insurance
New York
$18.6M +$17.5M +310,000 New
Calamos Advisors
11
Calamos Advisors
Illinois
$18.5M
Federated Hermes
12
Federated Hermes
Pennsylvania
$17.2M +$15.9M +282,251 New
State Street
13
State Street
Massachusetts
$17M +$15.9M +282,000 New
Ameriprise
14
Ameriprise
Minnesota
$16.2M -$3.48M -61,800 -19%
MSL
15
Mackay Shields LLC
New York
$6.63M
GF
16
Gabelli Funds
New York
$4.88M +$1.13M +20,000 +33%
VanEck Associates
17
VanEck Associates
New York
$4.32M +$222K +3,946 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.32M +$3.99M +70,800 New
RFC
19
Russell Frank Company
Washington
$4.24M +$451K +8,000 +13%
AUIM
20
Aegon USA Investment Management
Iowa
$3.91M +$1.41M +25,000 +63%
LTI
21
Laffer Tengler Investments
Tennessee
$3.6M +$3.35M +59,397 New
TAM
22
Tocqueville Asset Management
New York
$3.08M
Bank of America
23
Bank of America
North Carolina
$2.76M -$3.4M -60,267 -57%
PC
24
Passport Capital
California
$2.44M +$2.25M +40,000 New
KeyBank National Association
25
KeyBank National Association
Ohio
$1.1M

NEE.PRQ Hedge Fund Activity: Q1 2016 in Review

37 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. (NEE.PRQ) for Q1 2016, worth a combined $813M — down 59% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NEE.PRQ positions and 11 closed out — a net gain of 1 holder — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $88.6M. The largest seller was Camden Asset Management, exiting entirely with an estimated $65.2M sold.

  • 37 institutional investors held NextEra Energy, Inc. (NEE.PRQ) as of Q1 2016, up from 36 in Q4 2015.
  • Funds reported $813M of NextEra Energy, Inc. stock for Q1 2016, down 59% quarter-over-quarter.
  • 12 funds opened new NextEra Energy, Inc. positions in Q1 2016 and 11 closed out, a net change of +1 holder.
  • The largest NextEra Energy, Inc. buyer in Q1 2016 was Manulife (Manufacturers Life Insurance), an estimated $88.6M added.
  • The largest NextEra Energy, Inc. seller in Q1 2016 was Camden Asset Management, an estimated $65.2M sold.

Based on aggregated 13F filings for Q1 2016.