We are live on ! Find out more
NEE icon

NextEra Energy

1,079 hedge funds and large institutions have $34.6B invested in NextEra Energy in 2015 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 428 increasing their positions, 356 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 38

88% more call options, than puts

Call options by funds: $141M | Put options by funds: $74.9M

20% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 356

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

6% more capital invested

Capital invested by funds: $32.7B → $34.6B (+$1.88B)

4% more funds holding

Funds holding: 1,0401,079 (+39)

3.63% less ownership

Funds ownership: 301.72%298.08% (-3.6%)

Holders
1,079
Holders Change
+39
Holders Change %
+3.75%
% of All Funds
30.11%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
86
Increased
428
Reduced
356
Closed
38
Calls
$141M
Puts
$74.9M
Net Calls
+$66.2M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
326
Macquarie Group
Australia
$4.44M -$1.89M -74,248 -29%
CCT
327
Country Club Trust
Missouri
$4.39M +$26.8K +1,052 +0.6%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$4.34M +$50K +1,968 +1%
Natixis Advisors
329
Natixis Advisors
Massachusetts
$4.33M -$634K -24,948 -12%
CTC
330
Central Trust Company
Missouri
$4.31M +$202K +7,936 +5%
Baird Financial Group
331
Baird Financial Group
Wisconsin
$4.31M +$396K +15,564 +10%
PCM
332
Palisade Capital Management
New Jersey
$4.24M -$91.5K -3,600 -2%
BFO
333
Boston Family Office
Massachusetts
$4.22M -$1.01M -39,800 -19%
SAM
334
Securian Asset Management
Minnesota
$4.22M +$118K +4,632 +3%
BF
335
BOK Financial
Oklahoma
$4.19M +$87.2K +3,428 +2%
AWCI
336
Alpine Woods Capital Investors
New York
$4.16M -$1.13M -44,400 -21%
V
337
Veritable
Delaware
$4.15M +$88.9K +3,496 +2%
EWM
338
Endurance Wealth Management
Rhode Island
$4.11M -$98.2K -3,860 -2%
FLPIM
339
F.L. Putnam Investment Management
Massachusetts
$4.1M -$39.6K -1,556 -0.9%
GLA
340
Great Lakes Advisors
Illinois
$4.1M -$299K -11,776 -7%
EGM
341
Engineers Gate Manager
New York
$4.09M +$1.27M +50,008 +42%
NP
342
NS Partners
United Kingdom
$4.09M -$66.4K -2,612 -2%
EHC
343
Everett Harris & Co
California
$4.08M +$47.6K +1,872 +1%
ANI
344
American National Insurance
Texas
$4.08M
Asset Management One
345
Asset Management One
Japan
$4.07M +$15.3K +600 +0.4%
CCFCSB
346
Cape Cod Five Cents Savings Bank
Massachusetts
$4.06M +$8.04K +316 +0.2%
CCM
347
Channing Capital Management
Illinois
$4.01M
LS
348
Livforsakringsbolaget Skandia
Sweden
$4M
PLFAM
349
Pineno Levin & Ford Asset Management
Virginia
$3.97M +$81.4K +3,200 +2%
DC
350
Deere & Company
Illinois
$3.96M -$198K -7,776 -5%

NEE Hedge Fund Activity: Q3 2015 in Review

1,079 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q3 2015, worth a combined $34.6B — up 5.7% from $32.7B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new NEE positions and 38 closed out — a net gain of 48 holders — while 428 added to existing stakes and 356 trimmed.

The largest buyer was Bank of America, adding an estimated $288M. The largest seller was JP Morgan Chase, cutting an estimated $292M.

  • 1,079 institutional investors held NextEra Energy (NEE) as of Q3 2015, up from 1,040 in Q2 2015.
  • Funds reported $34.6B of NextEra Energy stock for Q3 2015, up 5.7% quarter-over-quarter.
  • 86 funds opened new NextEra Energy positions in Q3 2015 and 38 closed out, a net change of +48 holders.
  • The largest NextEra Energy buyer in Q3 2015 was Bank of America, an estimated $288M added.
  • The largest NextEra Energy seller in Q3 2015 was JP Morgan Chase, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2015.