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NEE.PRQ

NextEra Energy, Inc.

Delisted

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

40 hedge funds and large institutions have $955M invested in NextEra Energy, Inc. in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $901M → $955M (+$54M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

13% less funds holding

Funds holding: 4640 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
40
Holders Change
-6
Holders Change %
-13.04%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$376M
ES
2
Equitec Specialists
Illinois
$86.1M +$64.2M +927,277 +299%
Calamos Advisors
3
Calamos Advisors
Illinois
$83M -$528K -7,621 -0.6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$57.6M
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.7M -$60.5M -873,265 -53%
Invesco
6
Invesco
Georgia
$38.2M +$277K +4,000 +0.7%
State Street
7
State Street
Massachusetts
$25.5M
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$24.5M -$6.92M -99,877 -22%
ClearBridge Investments
9
ClearBridge Investments
New York
$22.9M -$5.8M -83,675 -20%
NIMC
10
NWQ Investment Management Company
California
$22.5M
CL
11
CSS LLC
Illinois
$20.5M +$18.2M +263,236 +875%
Victory Capital Management
12
Victory Capital Management
Texas
$20.2M -$104K -1,500 -0.5%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$19.9M +$19.7M +285,000 New
CAM
14
Camden Asset Management
California
$14.6M +$14.5M +210,000 New
OCM
15
Oaktree Capital Management
California
$12.6M +$12.6M +181,500 New
VanEck Associates
16
VanEck Associates
New York
$9.42M +$1.06M +15,236 +13%
SIM
17
SSI Investment Management
California
$8.96M +$388K +5,605 +5%
MSL
18
Mackay Shields LLC
New York
$8.91M -$291K -4,200 -3%
ACM
19
Advent Capital Management
New York
$7.79M +$104K +1,500 +1%
P8IP
20
Pier 88 Investment Partners
California
$6.96M
JP Morgan Chase
21
JP Morgan Chase
New York
$6.95M +$1.22M +17,628 +21%
AUIM
22
Aegon USA Investment Management
Iowa
$5.32M -$5.29M -76,300 Closed
Citadel Advisors
23
Citadel Advisors
Florida
$4.54M
TAM
24
Tocqueville Asset Management
New York
$3.51M
WAM
25
Wolverine Asset Management
Illinois
$2.8M -$144K -2,083 -5%

NEE.PRQ Hedge Fund Activity: Q4 2017 in Review

40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. (NEE.PRQ) for Q4 2017, worth a combined $955M — up 6% from $901M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NEE.PRQ and 3 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Equitec Specialists, adding an estimated $64.2M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $60.5M.

  • 40 institutional investors held NextEra Energy, Inc. (NEE.PRQ) as of Q4 2017, down from 46 in Q3 2017.
  • Funds reported $955M of NextEra Energy, Inc. stock for Q4 2017, up 6% quarter-over-quarter.
  • 3 funds opened new NextEra Energy, Inc. positions in Q4 2017 and 9 closed out, a net change of -6 holders.
  • The largest NextEra Energy, Inc. buyer in Q4 2017 was Equitec Specialists, an estimated $64.2M added.
  • The largest NextEra Energy, Inc. seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $60.5M sold.

Based on aggregated 13F filings for Q4 2017.