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NEE.PRQ

NextEra Energy, Inc.

Delisted

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

36 hedge funds and large institutions have $759M invested in NextEra Energy, Inc. in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3736 (-1)

13% less capital invested

Capital invested by funds: $867M → $759M (-$109M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$334M
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.8M +$1.23M +20,000 +1%
Calamos Advisors
3
Calamos Advisors
Illinois
$88.9M +$45.7M +743,123 +97%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$43M
Invesco
5
Invesco
Georgia
$28.3M -$16.8M -273,800 -36%
Allianz Asset Management
6
Allianz Asset Management
Germany
$27.7M -$798K -12,980 -3%
ClearBridge Investments
7
ClearBridge Investments
New York
$25.3M -$922K -15,000 -3%
Victory Capital Management
8
Victory Capital Management
Texas
$23.8M +$1.09M +17,814 +5%
GLI
9
Guardian Life Insurance
New York
$18.3M
MSL
10
Mackay Shields LLC
New York
$7.86M +$1.39M +22,553 +21%
ACM
11
Advent Capital Management
New York
$6.68M -$20.7M -337,650 -75%
VanEck Associates
12
VanEck Associates
New York
$6.52M +$836K +13,601 +14%
SIM
13
SSI Investment Management
California
$6.51M +$6.76M +110,070 New
JP Morgan Chase
14
JP Morgan Chase
New York
$5.79M -$2.86M -46,503 -32%
AUIM
15
Aegon USA Investment Management
Iowa
$4.51M
Citigroup
16
Citigroup
New York
$4.49M +$498K +8,100 +12%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$4.47M -$5.23M -85,108 -53%
Ameriprise
18
Ameriprise
Minnesota
$4.37M -$7.42M -120,700 -62%
Bank of America
19
Bank of America
North Carolina
$4.02M +$1.47M +23,877 +54%
GF
20
Gabelli Funds
New York
$3.84M
Macquarie Group
21
Macquarie Group
Australia
$3.38M
CWM
22
Calamos Wealth Management
Illinois
$3.02M +$1.97M +32,017 +167%
TAM
23
Tocqueville Asset Management
New York
$2.98M
EA
24
Emerald Acquisition
Washington
$1.55M -$2.18M -35,549 -58%
PC
25
Passport Capital
California
$1.18M

NEE.PRQ Hedge Fund Activity: Q3 2016 in Review

36 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. (NEE.PRQ) for Q3 2016, worth a combined $759M — down 13% from $867M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NEE.PRQ and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 10 added.

The largest buyer was Calamos Advisors, adding an estimated $45.7M. The largest seller was Advent Capital Management, cutting an estimated $20.7M.

  • 36 institutional investors held NextEra Energy, Inc. (NEE.PRQ) as of Q3 2016, down from 37 in Q2 2016.
  • Funds reported $759M of NextEra Energy, Inc. stock for Q3 2016, down 13% quarter-over-quarter.
  • 3 funds opened new NextEra Energy, Inc. positions in Q3 2016 and 4 closed out, a net change of -1 holder.
  • The largest NextEra Energy, Inc. buyer in Q3 2016 was Calamos Advisors, an estimated $45.7M added.
  • The largest NextEra Energy, Inc. seller in Q3 2016 was Advent Capital Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2016.