We are live on ! Find out more
NEE icon

NextEra Energy

1,208 hedge funds and large institutions have $46.8B invested in NextEra Energy in 2017 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 413 increasing their positions, 487 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 60

8% more capital invested

Capital invested by funds: $43.3B → $46.8B (+$3.5B)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2% more funds holding

Funds holding: 1,1831,208 (+25)

1.33% more ownership

Funds ownership: 310.37%311.7% (+1.3%)

10% less call options, than puts

Call options by funds: $159M | Put options by funds: $177M

15% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 487

Holders
1,208
Holders Change
+25
Holders Change %
+2.11%
% of All Funds
30.06%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.77%
New
100
Increased
413
Reduced
487
Closed
60
Calls
$159M
Puts
$177M
Net Calls
-$17.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
301
F.L. Putnam Investment Management
Massachusetts
$6.5M +$648K +20,604 +11%
EIA
302
Edgemoor Investment Advisors
Maryland
$6.42M -$46.4K -1,476 -0.7%
Voloridge Investment Management
303
Voloridge Investment Management
Florida
$6.33M +$6.2M +197,324 New
CWM
304
CIBC World Markets
New York
$6.3M +$2.11M +67,024 +52%
William Blair & Company
305
William Blair & Company
Illinois
$6.27M +$79.5K +2,528 +1%
CTC
306
Central Trust Company
Missouri
$6.25M +$35.7K +1,136 +0.6%
IG
307
ING Group
Netherlands
$6.21M +$1,000K +31,796 +20%
WAM
308
World Asset Management
Michigan
$6.2M +$542K +17,252 +10%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$6.08M -$327K -10,400 -5%
NA
310
NewEdge Advisors
Louisiana
$6.07M +$414K +13,176 +8%
Daiwa Securities Group
311
Daiwa Securities Group
Japan
$6.07M -$1.17M -37,100 -16%
JG
312
Jefferies Group
New York
$6.05M +$140K +4,464 +2%
SAM
313
Securian Asset Management
Minnesota
$6.04M +$35.8K +1,140 +0.6%
FNBT
314
FineMark National Bank & Trust
Florida
$5.99M -$1.64M -52,292 -22%
HFS
315
HL Financial Services
Kentucky
$5.95M +$64.8K +2,060 +1%
WC
316
Woodstock Corp
Massachusetts
$5.71M -$371K -11,800 -6%
BT
317
Beacon Trust
New Jersey
$5.7M -$23.8K -756 -0.4%
V
318
Veritable
Delaware
$5.69M -$16.6K -528 -0.3%
JGUA
319
John G. Ullman & Associates
New York
$5.59M -$44K -1,400 -0.8%
ProShare Advisors
320
ProShare Advisors
Maryland
$5.59M -$379K -12,064 -6%
CWM
321
Calamos Wealth Management
Illinois
$5.59M +$1.12M +35,564 +26%
CCFCSB
322
Cape Cod Five Cents Savings Bank
Massachusetts
$5.53M -$74.7K -2,376 -1%
LTFS
323
Ladenburg Thalmann Financial Services
Florida
$5.52M -$486K -15,448 -8%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$5.51M -$60K -1,908 -1%
CCT
325
Country Club Trust
Missouri
$5.5M -$30.4K -968 -0.6%

NEE Hedge Fund Activity: Q1 2017 in Review

1,208 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q1 2017, worth a combined $46.8B — up 8.1% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new NEE positions and 60 closed out — a net gain of 40 holders — while 413 added to existing stakes and 487 trimmed.

The largest buyer was BlackRock, adding an estimated $4.62B. The largest seller was Vanguard Group, cutting an estimated $296M.

  • 1,208 institutional investors held NextEra Energy (NEE) as of Q1 2017, up from 1,183 in Q4 2016.
  • Funds reported $46.8B of NextEra Energy stock for Q1 2017, up 8.1% quarter-over-quarter.
  • 100 funds opened new NextEra Energy positions in Q1 2017 and 60 closed out, a net change of +40 holders.
  • The largest NextEra Energy buyer in Q1 2017 was BlackRock, an estimated $4.62B added.
  • The largest NextEra Energy seller in Q1 2017 was Vanguard Group, an estimated $296M sold.

Based on aggregated 13F filings for Q1 2017.