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NEE.PRQ

NextEra Energy, Inc.

Delisted

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

39 hedge funds and large institutions have $738M invested in NextEra Energy, Inc. in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

8% more funds holding

Funds holding: 3639 (+3)

3% less capital invested

Capital invested by funds: $759M → $738M (-$20.3M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$310M -$14.4M -248,223 -4%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.7M +$4.79M +82,600 +5%
Calamos Advisors
3
Calamos Advisors
Illinois
$81.2M -$5.04M -86,977 -6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$41.7M
Invesco
5
Invesco
Georgia
$31.2M +$3.76M +64,800 +14%
ClearBridge Investments
6
ClearBridge Investments
New York
$24.6M
Victory Capital Management
7
Victory Capital Management
Texas
$23.1M +$6.26K +108 +0%
State Street
8
State Street
Massachusetts
$20.7M +$20.9M +360,000 New
GLI
9
Guardian Life Insurance
New York
$16.3M -$1.57M -27,000 -9%
Allianz Asset Management
10
Allianz Asset Management
Germany
$8.91M -$18.2M -313,000 -67%
Ameriprise
11
Ameriprise
Minnesota
$8.59M +$4.41M +76,000 +103%
MSL
12
Mackay Shields LLC
New York
$7.6M -$44.3K -763 -0.6%
SIM
13
SSI Investment Management
California
$6.55M +$231K +3,975 +4%
ACM
14
Advent Capital Management
New York
$6.46M
MSU
15
Mizuho Securities USA
New York
$5.99M +$6.05M +104,330 New
Bank of America
16
Bank of America
North Carolina
$5.92M +$2.05M +35,407 +52%
VanEck Associates
17
VanEck Associates
New York
$5.67M -$664K -11,457 -10%
P8IP
18
Pier 88 Investment Partners
California
$5.08M +$5.12M +88,250 New
JP Morgan Chase
19
JP Morgan Chase
New York
$4.8M -$819K -14,122 -14%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$4.48M +$148K +2,545 +3%
AUIM
21
Aegon USA Investment Management
Iowa
$4.39M
Macquarie Group
22
Macquarie Group
Australia
$3.28M
TAM
23
Tocqueville Asset Management
New York
$2.89M
GF
24
Gabelli Funds
New York
$2.86M -$870K -15,000 -23%
CWM
25
Calamos Wealth Management
Illinois
$2.4M -$544K -9,385 -18%

NEE.PRQ Hedge Fund Activity: Q4 2016 in Review

39 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. (NEE.PRQ) for Q4 2016, worth a combined $738M — down 2.7% from $759M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NEE.PRQ positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 13 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $20.9M. The largest seller was Allianz Asset Management, cutting an estimated $18.2M.

  • 39 institutional investors held NextEra Energy, Inc. (NEE.PRQ) as of Q4 2016, up from 36 in Q3 2016.
  • Funds reported $738M of NextEra Energy, Inc. stock for Q4 2016, down 2.7% quarter-over-quarter.
  • 7 funds opened new NextEra Energy, Inc. positions in Q4 2016 and 3 closed out, a net change of +4 holders.
  • The largest NextEra Energy, Inc. buyer in Q4 2016 was State Street, an estimated $20.9M added.
  • The largest NextEra Energy, Inc. seller in Q4 2016 was Allianz Asset Management, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2016.