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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
CCM
376
Cohen Capital Management
California
$4.07M
YIA
377
YHB Investment Advisors
Connecticut
$4.07M +$68K +2,164 +2%
WI
378
Welch Investments
Alabama
$4.02M +$175K +5,576 +5%
UCFA
379
United Capital Financial Advisors
Texas
$4.01M -$259K -8,236 -6%
FA
380
FDx Advisors
Illinois
$4M +$509K +16,176 +15%
Jacobs Levy Equity Management
381
Jacobs Levy Equity Management
New Jersey
$3.95M -$472K -15,000 -11%
BAC
382
Boys Arnold & Co
North Carolina
$3.92M +$20.1K +640 +0.5%
11A
383
10-15 Associates
New York
$3.92M +$50.9K +1,620 +1%
NB
384
NBT Bank
New York
$3.89M -$48K -1,528 -1%
CS
385
Candriam SCA
Luxembourg
$3.88M +$729K +23,192 +24%
BFEC
386
Benjamin F. Edwards & Company
Missouri
$3.88M -$14.7K -468 -0.4%
SAM
387
Sompo Asset Management
Japan
$3.88M +$3.8M +120,760 New
PPSG
388
Princeton Portfolio Strategies Group
New Jersey
$3.86M +$376K +11,944 +11%
KRS
389
Kentucky Retirement Systems
Kentucky
$3.85M -$494K -15,716 -12%
QI
390
QS Investors
New York
$3.85M +$1.67M +53,200 +80%
NCM
391
Novare Capital Management
North Carolina
$3.82M -$144K -4,580 -4%
DWM
392
Doyle Wealth Management
Florida
$3.79M +$3.71M +117,968 New
IFAM
393
Institutional & Family Asset Management
Colorado
$3.75M +$112K +3,552 +3%
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$3.68M -$88K -2,800 -2%
TAM
395
TPH Asset Management
Texas
$3.68M -$1M -31,920 -22%
MSFP
396
Mark Sheptoff Financial Planning
Connecticut
$3.65M +$507K +16,116 +17%
GIA
397
Gateway Investment Advisers
Ohio
$3.65M -$385K -12,252 -10%
BFS
398
Bradley Foster & Sargent
Connecticut
$3.65M -$96.3K -3,064 -3%
M
399
MOTCO
Texas
$3.63M -$206K -6,556 -5%
LPL Financial
400
LPL Financial
California
$3.59M -$667K -21,212 -16%

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.