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NextEra Energy

1,006 hedge funds and large institutions have $33.3B invested in NextEra Energy in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 339 increasing their positions, 412 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $624M | Put options by funds: $232M

80% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 40

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

9% more capital invested

Capital invested by funds: $30.5B → $33.3B (+$2.89B)

5.51% more ownership

Funds ownership: 292.96%298.47% (+5.5%)

3% more funds holding

Funds holding: 9811,006 (+25)

18% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 412

Holders
1,006
Holders Change
+25
Holders Change %
+2.55%
% of All Funds
28.9%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.89%
New
72
Increased
339
Reduced
412
Closed
40
Calls
$624M
Puts
$232M
Net Calls
+$391M
Net Calls Change
+$85.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
476
Addison Capital
Pennsylvania
$1.89M -$4.77K -196 -0.3%
MJRIC
477
Mogy Joel R Investment Counsel
California
$1.88M -$2.92K -120 -0.2%
ONB
478
Old National Bancorp
Indiana
$1.88M +$332K +13,664 +23%
DL
479
Delta Lloyd
Netherlands
$1.82M +$181K +7,460 +12%
MIM
480
Montgomery Investment Management
Maryland
$1.81M -$167K -6,868 -9%
AF
481
Arrow Financial
New York
$1.81M +$16.1K +660 +0.9%
BCMO
482
Buckingham Capital Management (Ohio)
Ohio
$1.79M -$72.5K -2,980 -4%
MA
483
Montag & Associates
Georgia
$1.78M -$97.3K -4,000 -5%
WIS
484
Wright Investors Service
Connecticut
$1.78M +$72.6K +2,984 +4%
Truist Financial
485
Truist Financial
North Carolina
$1.77M +$119K +4,880 +8%
ACM
486
Argentus Capital Management
Texas
$1.76M +$46.7K +1,920 +3%
CT
487
Coastline Trust
Rhode Island
$1.75M -$17K -700 -1%
EAM
488
EULAV Asset Management
Florida
$1.74M
ECM
489
ETrade Capital Management
Virginia
$1.74M +$54.8K +2,252 +3%
SCM
490
Seamans Capital Management
Massachusetts
$1.73M +$51.1K +2,100 +3%
CBB
491
Citizens Business Bank
California
$1.72M -$161K -6,600 -9%
Mackenzie Financial
492
Mackenzie Financial
Ontario, Canada
$1.71M -$1.09M -44,788 -40%
SI
493
Stephens Inc
Arkansas
$1.69M +$383K +15,760 +31%
CTA
494
Chesley Taft & Associates
Illinois
$1.67M -$61.3K -2,520 -4%
BP
495
Banyan Partners
Florida
$1.67M +$1.19M +48,944 +303%
FMLI
496
Fukoku Mutual Life Insurance
Japan
$1.61M
GSBTD
497
Glenview State Bank Trust Department
Illinois
$1.6M -$9.73K -400 -0.6%
TSWM
498
Triangle Securities Wealth Management
North Carolina
$1.6M -$208K -8,540 -12%
PTB
499
Pioneer Trust Bank
Oregon
$1.6M -$10.2K -420 -0.7%
TCOTO
500
Trust Company of the Ozarks
Missouri
$1.58M

NEE Hedge Fund Activity: Q2 2014 in Review

1,006 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2014, worth a combined $33.3B — up 9.5% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new NEE positions and 40 closed out — a net gain of 32 holders — while 339 added to existing stakes and 412 trimmed.

The largest buyer was Norges Bank, adding an estimated $414M. The largest seller was Fidelity Investments, cutting an estimated $201M.

  • 1,006 institutional investors held NextEra Energy (NEE) as of Q2 2014, up from 981 in Q1 2014.
  • Funds reported $33.3B of NextEra Energy stock for Q2 2014, up 9.5% quarter-over-quarter.
  • 72 funds opened new NextEra Energy positions in Q2 2014 and 40 closed out, a net change of +32 holders.
  • The largest NextEra Energy buyer in Q2 2014 was Norges Bank, an estimated $414M added.
  • The largest NextEra Energy seller in Q2 2014 was Fidelity Investments, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2014.