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NextEra Energy, Inc.
NEE

Overview Fund Activity

901 hedge funds and large institutions have $31.9B invested in NextEra Energy, Inc. in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 306 increasing their positions, 375 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
901
Holders Change
+20
Holders Change %
+2.27%
% of All Funds
29.22%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.39%
New
68
Increased
306
Reduced
375
Closed
42
Calls
$345M
Puts
$104M
Net Calls
+$240M
Net Calls Change
+$213M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$542M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.11B
3
SCM
3
Steadfast Capital Management
New York
$90.9M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$226M
5
Morgan Stanley
5
Morgan Stanley
New York
$181M

Top Sellers

1
SAC
1
Smith Affiliated Capital
New York
$378M
2
Franklin Resources
2
Franklin Resources
California
$720M
3
SC
3
Stralem & Co
New York
$0
4
DCM
4
Decade Capital Management
New York
$298K
5
CC
5
Carlson Capital
Texas
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
576
Boyd Watterson Asset Management
Ohio
$706K +$31.3K +1,560 +5%
SAMC
577
Shinko Asset Management Company
Japan
$705K -$48.1K -2,400 -6%
1IA
578
1834 Investment Advisors
Wisconsin
$697K – – –
IHL
579
Investment House LLC
California
$695K – – –
CD
580
Carl Domino
Florida
$689K +$9.37K +468 +1%
GG
581
Gofen & Glossberg
Illinois
$683K -$3.21K -160 -0.5%
LA
582
Lynch & Associates
Indiana
$678K +$98.2K +4,900 +17%
FNBTCON
583
First National Bank & Trust Co of Newtown
Pennsylvania
$677K -$8.01K -400 -1%
WFM
584
Wilmington Funds Management
Delaware
$677K – – –
FAAS
585
First Allied Advisory Services
California
$676K -$11.6K -580 -2%
RAM
586
Roanoke Asset Management
New Jersey
$674K +$674K +31,316 New
GLRA
587
Gerald L. Ray & Associates
Texas
$672K – – –
ICM
588
IronBridge Capital Management
Illinois
$670K – – –
MCM
589
McMillion Capital Management
North Carolina
$659K -$48.1K -2,400 -7%
WTIM
590
Wilmington Trust Investment Management
Delaware
$657K -$42.7K -2,128 -6%
CIC
591
Crawford Investment Counsel
Georgia
$654K -$10.4K -520 -2%
MNBTD
592
Moody National Bank Trust Division
Texas
$653K -$19.3K -960 -3%
BTNA
593
Bremer Trust National Association
Minnesota
$651K +$8.02K +400 +1%
JAFL
594
Jay A. Fishman Ltd
Michigan
$645K +$8.02K +400 +1%
LCM
595
LVM Capital Management
Michigan
$641K – – –
TAM
596
Taurus Asset Management
New York
$637K -$32.1K -1,600 -5%
TC
597
Taylor Cottrill
New Hampshire
$621K -$2.01K -100 -0.3%
CIM
598
CIM Investment Management
Pennsylvania
$621K – – –
NPC
599
National Planning Corporation
California
$618K +$227K +11,356 +58%
EWA
600
EP Wealth Advisors
California
$616K +$8.49K +424 +1%
22 23
24
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