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NEE.PRQ

NextEra Energy, Inc.

Delisted

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

46 hedge funds and large institutions have $901M invested in NextEra Energy, Inc. in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

18% more funds holding

Funds holding: 3946 (+7)

6% more capital invested

Capital invested by funds: $849M → $901M (+$51.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$359M
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M +$81.2K +1,225 +0.1%
Calamos Advisors
3
Calamos Advisors
Illinois
$79.6M -$12.5M -187,957 -14%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$54.9M +$15.1M +228,257 +38%
Invesco
5
Invesco
Georgia
$36.1M -$3.58K -54 -0%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$30M +$2.49M +37,593 +9%
ClearBridge Investments
7
ClearBridge Investments
New York
$27.4M -$431K -6,500 -2%
State Street
8
State Street
Massachusetts
$24.2M -$5.6M -84,500 -19%
NIMC
9
NWQ Investment Management Company
California
$21.4M
TD Asset Management
10
TD Asset Management
Ontario, Canada
$21.2M -$8.56M -129,050 -29%
ES
11
Equitec Specialists
Illinois
$20.6M +$14.3M +216,439 +231%
Victory Capital Management
12
Victory Capital Management
Texas
$19.4M -$769K -11,600 -4%
CS
13
Credit Suisse
Switzerland
$9.34M -$937K -14,129 -9%
MSL
14
Mackay Shields LLC
New York
$8.73M
SIM
15
SSI Investment Management
California
$8.1M +$188K +2,840 +2%
VanEck Associates
16
VanEck Associates
New York
$7.97M +$904K +13,641 +13%
ACM
17
Advent Capital Management
New York
$7.27M -$6.3K -95 -0.1%
P8IP
18
Pier 88 Investment Partners
California
$6.6M -$4.17M -62,900 -39%
Bank of America
19
Bank of America
North Carolina
$5.59M +$5.14M +77,497 +1,147%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.46M
OTC
21
Opera Trading Capital
France
$5.28M +$5.3M +80,000 New
AUIM
22
Aegon USA Investment Management
Iowa
$4.88M
GF
23
Gabelli Funds
New York
$4.31M
Citadel Advisors
24
Citadel Advisors
Florida
$4.3M
Wells Fargo
25
Wells Fargo
California
$3.9M +$3.88M +58,600 New

NEE.PRQ Hedge Fund Activity: Q3 2017 in Review

46 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. (NEE.PRQ) for Q3 2017, worth a combined $901M — up 6.1% from $849M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NEE.PRQ positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $15.1M. The largest seller was Calamos Advisors, cutting an estimated $12.5M.

  • 46 institutional investors held NextEra Energy, Inc. (NEE.PRQ) as of Q3 2017, up from 39 in Q2 2017.
  • Funds reported $901M of NextEra Energy, Inc. stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 9 funds opened new NextEra Energy, Inc. positions in Q3 2017 and 2 closed out, a net change of +7 holders.
  • The largest NextEra Energy, Inc. buyer in Q3 2017 was Massachusetts Financial Services, an estimated $15.1M added.
  • The largest NextEra Energy, Inc. seller in Q3 2017 was Calamos Advisors, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2017.