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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
AIL
501
AGF Investments LLC
Ontario, Canada
$2.13M +$144K +4,588 +7%
CONA
502
Capital One National Association
New York
$2.12M +$49.2K +1,564 +2%
GLA
503
Great Lakes Advisors
Illinois
$2.11M -$407K -12,944 -16%
SWP
504
Stratos Wealth Partners
Ohio
$2.1M +$141K +4,484 +7%
MJRIC
505
Mogy Joel R Investment Counsel
California
$2.1M -$62.9K -2,000 -3%
CBB
506
Citizens Business Bank
California
$2.08M
Jones Financial Companies
507
Jones Financial Companies
Missouri
$2.06M +$638K +20,296 +46%
MML Investors Services
508
MML Investors Services
Massachusetts
$2.04M +$2M +63,680 New
AA
509
Ancora Advisors
Ohio
$2.04M +$94.3K +3,000 +5%
WJA
510
Williams Jones & Associates
New York
$2.03M -$1.13M -36,084 -36%
HIM
511
Harbour Investment Management
Washington
$2.02M -$18.2K -580 -0.9%
OWD
512
Osborn Williams & Donohoe
Ohio
$1.99M +$76.7K +2,440 +4%
SPC
513
Sigma Planning Corp
Michigan
$1.99M +$237K +7,540 +14%
BL
514
BFSG LLC
California
$1.98M +$1.94M +61,700 New
AL
515
Aspiriant LLC
California
$1.98M -$229K -7,280 -11%
NLI
516
Nippon Life Insurance
Japan
$1.96M -$425K -13,520 -18%
AF
517
Arrow Financial
New York
$1.95M -$81K -2,576 -4%
MERSOM
518
Municipal Employees' Retirement System of Michigan
Michigan
$1.94M +$21.4K +680 +1%
LA
519
Lynch & Associates
Indiana
$1.93M +$27.7K +880 +1%
EDRH
520
Edmond de Rothschild Holding
Switzerland
$1.93M -$126K -4,000 -6%
BOH
521
Bank of Hawaii
Hawaii
$1.92M -$154K -4,908 -8%
EWM
522
Evercore Wealth Management
New York
$1.91M -$4.4K -140 -0.2%
EAMA
523
EFG Asset Management (Americas)
Florida
$1.91M +$137K +4,356 +8%
MIM
524
Montgomery Investment Management
Maryland
$1.9M
HTC
525
Haverford Trust Company
Pennsylvania
$1.89M -$59.2K -1,884 -3%

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.