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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
GCP
576
GSA Capital Partners
United Kingdom
$1.44M +$993K +31,572 +236%
Assenagon Asset Management
577
Assenagon Asset Management
Luxembourg
$1.44M +$1.09M +34,632 +340%
ECM
578
Exchange Capital Management
Michigan
$1.43M -$285K -9,060 -17%
ATC
579
Adirondack Trust Company
New York
$1.42M
EHWM
580
Eads & Heald Wealth Management
Georgia
$1.42M +$14.5K +460 +1%
SCM
581
Schnieders Capital Management
California
$1.42M -$40.9K -1,300 -3%
AP
582
Advisor Partners
California
$1.4M +$17.9K +568 +1%
RCM
583
Riverhead Capital Management
Delaware
$1.39M -$371K -11,796 -21%
PI
584
PHH Investments
Texas
$1.38M -$10.3K -328 -0.8%
SPIA
585
Steward Partners Investment Advisory
New York
$1.37M +$562K +17,876 +72%
GW
586
GW & Wade
Massachusetts
$1.36M +$16.3K +520 +1%
GLRA
587
Gerald L. Ray & Associates
Texas
$1.36M
DCM
588
Driehaus Capital Management
Illinois
$1.35M
CHC
589
City Holding Co
West Virginia
$1.34M -$72.3K -2,300 -5%
VCM
590
Vision Capital Management
Oregon
$1.33M -$377K -12,000 -22%
CCWA
591
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.33M -$26.7K -848 -2%
MC
592
Miles Capital
Iowa
$1.32M -$174K -5,544 -12%
P
593
Pitcairn
Pennsylvania
$1.31M +$2.26K +72 +0.2%
GT
594
Glenview Trust
Kentucky
$1.3M +$19.9K +632 +2%
GCA
595
Gideon Capital Advisors
New York
$1.3M +$1.28M +40,568 New
TSWM
596
Triangle Securities Wealth Management
North Carolina
$1.3M -$11.9K -380 -0.9%
VRS
597
Virginia Retirement Systems
Virginia
$1.3M
PP
598
Prudential plc
United Kingdom
$1.29M +$56.7K +1,804 +5%
CA
599
Cornerstone Advisors
North Carolina
$1.28M
NSEDCP
600
NJ State Employees Deferred Compensation Plan
New Jersey
$1.28M

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.