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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
TU
426
TDAM USA
Ontario, Canada
$3.2M -$368K -11,692 -11%
SBL
427
Sargent Bickham Lagudis
Colorado
$3.2M +$15.6K +496 +0.5%
PCM
428
Parsons Capital Management
Rhode Island
$3.18M -$12.6K -400 -0.4%
VWM
429
Venturi Wealth Management
Texas
$3.17M +$282K +8,972 +10%
AMI
430
Amica Mutual Insurance
Rhode Island
$3.15M
LIA
431
LS Investment Advisors
Michigan
$3.12M -$138K -4,380 -4%
CCT
432
Capital City Trust
Florida
$3.09M -$61.6K -1,960 -2%
BHWM
433
Bar Harbor Wealth Management
New Hampshire
$3.06M -$1.43M -45,348 -32%
ST
434
Somerset Trust
Pennsylvania
$3.02M +$21.8K +692 +0.7%
AT
435
Arden Trust
Delaware
$3.02M -$286K -9,088 -9%
ECM
436
ETrade Capital Management
Virginia
$2.99M +$180K +5,724 +7%
WCF
437
West Coast Financial
California
$2.98M -$43.8K -1,392 -1%
TCOT
438
Trust Company of Toledo
Ohio
$2.96M +$4.15K +132 +0.1%
CCM
439
Channing Capital Management
Illinois
$2.95M -$654K -20,804 -18%
WT
440
Whittier Trust
California
$2.93M -$136K -4,320 -5%
CCM
441
Copeland Capital Management
Pennsylvania
$2.91M -$182K -5,804 -6%
PNC
442
Park National Corp
Ohio
$2.91M -$154K -4,896 -5%
FNFDCM
443
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.9M +$34.1K +1,084 +1%
SIC
444
SFE Investment Counsel
California
$2.9M -$10.1K -320 -0.4%
LSA
445
L & S Advisors
California
$2.89M +$2.83M +90,056 New
ABC
446
Associated Banc-Corp
Wisconsin
$2.88M -$56.5K -1,796 -2%
HPC
447
HM Payson & Co
Maine
$2.85M -$87.8K -2,792 -3%
CC
448
ClearArc Capital
Ohio
$2.85M +$25K +796 +0.9%
OI
449
Oakbrook Investments
Illinois
$2.83M -$62.9K -2,000 -2%
EM
450
ELCO Management
New York
$2.82M -$12.6K -400 -0.5%

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.