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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
OPTFSNA
551
Old Point Trust & Financial Services N A
Virginia
$1.62M -$12.1K -384 -0.8%
FBT
552
First Bankers Trust
Kentucky
$1.62M +$25.2K +800 +2%
PG
553
PEAK6 Group
Illinois
$1.61M +$1.58M +50,244 New
EOJOAM
554
E. Ohman J:or Asset Management
Sweden
$1.6M +$252K +8,000 +19%
CB
555
Community Bank
New York
$1.59M -$4.4K -140 -0.3%
ECM
556
Everence Capital Management
Indiana
$1.58M
VCM
557
Violich Capital Management
California
$1.56M
AB
558
AT Bancorp
Iowa
$1.56M +$134K +4,272 +10%
VIA
559
Virtus Investment Advisers
Connecticut
$1.55M -$267K -8,484 -15%
GG
560
Gofen & Glossberg
Illinois
$1.55M
CAN
561
Cetera Advisor Networks
California
$1.53M +$50.4K +1,604 +3%
SFSIG
562
San Francisco Sentry Investment Group
California
$1.53M -$15.1K -480 -1%
W
563
Wealthfront
California
$1.53M +$456K +14,504 +44%
SCM
564
Shelton Capital Management
Colorado
$1.5M -$16.3K -520 -1%
SI
565
SII Investments
Wisconsin
$1.5M -$54.8K -1,744 -4%
MSV
566
MN Services Vermogensbeheer
Netherlands
$1.5M +$65.9K +2,096 +4%
CIA
567
Choate Investment Advisors
Massachusetts
$1.49M
CA
568
Cetera Advisors
Colorado
$1.48M +$36.1K +1,148 +3%
SC
569
SouthState Corp
Florida
$1.48M +$259K +8,228 +22%
ST
570
Smithfield Trust
Pennsylvania
$1.47M -$46K -1,464 -3%
RFCA
571
R&F Capital Advisors
New York
$1.47M +$998K +31,744 +228%
Northwestern Mutual Wealth Management
572
Northwestern Mutual Wealth Management
Wisconsin
$1.46M -$863K -27,440 -38%
ISL
573
Ingalls & Snyder LLC
New York
$1.46M +$70.2K +2,232 +5%
WC
574
Whitnell & Co
Illinois
$1.45M +$36.5K +1,160 +3%
TBA
575
Tower Bridge Advisors
Pennsylvania
$1.44M -$25.2K -800 -2%

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.