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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 $1.03B invested in NextEra Energy, Inc. in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more funds holding

Funds holding: 3537 (+2)

3% more capital invested

Capital invested by funds: $1B → $1.03B (+$27.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$324M -$75.5M -1,050,000 -19%
ES
2
Equitec Specialists
Illinois
$201M +$84.5M +1,175,053 +77%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$61.4M
Calamos Advisors
4
Calamos Advisors
Illinois
$56.2M
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.8M -$8.24M -114,700 -15%
SG Americas Securities
6
SG Americas Securities
New York
$47M +$45.3M +630,000 New
Invesco
7
Invesco
Georgia
$40.4M -$474K -6,600 -1%
State Street
8
State Street
Massachusetts
$31.8M +$4.46M +62,066 +17%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$23.6M -$5M -69,604 -18%
ClearBridge Investments
10
ClearBridge Investments
New York
$23.5M -$940K -13,081 -4%
NIMC
11
NWQ Investment Management Company
California
$22.8M
Victory Capital Management
12
Victory Capital Management
Texas
$21.7M +$21.1M +292,955 New
OCM
13
Oaktree Capital Management
California
$14.4M +$5.39M +75,000 +63%
SIM
14
SSI Investment Management
California
$12M +$1.51M +20,945 +15%
VanEck Associates
15
VanEck Associates
New York
$10.7M +$565K +7,861 +6%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$10.1M
MSL
17
Mackay Shields LLC
New York
$8.68M -$754K -10,490 -8%
MA
18
MUFG Americas
New York
$8.54M +$8.26M +114,856 New
ACM
19
Advent Capital Management
New York
$7.98M
WAM
20
Weiss Asset Management
Massachusetts
$7.46M +$7.19M +100,000 New
Wells Fargo
21
Wells Fargo
California
$7.1M -$12.8M -178,501 -65%
WAM
22
Wolverine Asset Management
Illinois
$7M +$4.59M +63,899 +211%
SB
23
Suntrust Banks
Georgia
$5.68M +$5.47M +76,152 New
AUIM
24
Aegon USA Investment Management
Iowa
$5.55M
Citigroup
25
Citigroup
New York
$4.28M +$1.8M +25,000 +77%

NEE.PRQ Hedge Fund Activity: Q2 2018 in Review

37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy, Inc. (NEE.PRQ) for Q2 2018, worth a combined $1.03B — up 2.7% from $1B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NEE.PRQ positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Equitec Specialists, adding an estimated $84.5M. The largest seller was Franklin Resources, cutting an estimated $75.5M.

  • 37 institutional investors held NextEra Energy, Inc. (NEE.PRQ) as of Q2 2018, up from 35 in Q1 2018.
  • Funds reported $1.03B of NextEra Energy, Inc. stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 7 funds opened new NextEra Energy, Inc. positions in Q2 2018 and 5 closed out, a net change of +2 holders.
  • The largest NextEra Energy, Inc. buyer in Q2 2018 was Equitec Specialists, an estimated $84.5M added.
  • The largest NextEra Energy, Inc. seller in Q2 2018 was Franklin Resources, an estimated $75.5M sold.

Based on aggregated 13F filings for Q2 2018.