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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
EI
626
Elkhorn Investments
Illinois
$1.13M +$1.11M +35,316 New
HSA
627
HBK Sorce Advisory
Pennsylvania
$1.12M -$17.2K -548 -2%
SEC
628
Seven Eight Capital
New York
$1.12M -$2.02M -64,400 -65%
BB
629
Busey Bank
Illinois
$1.12M -$108K -3,440 -9%
OMCS
630
Old Mutual Customised Solutions
South Africa
$1.12M +$252K +8,000 +30%
FPFS
631
First Personal Financial Services
North Carolina
$1.11M -$50.3K -1,600 -4%
PWLP
632
Prio Wealth Limited Partnership
Massachusetts
$1.1M -$2.68M -85,368 -71%
ANRIA
633
American National Registered Investment Advisor
Texas
$1.1M
DC
634
Davenport & Co
Virginia
$1.1M -$360K -11,456 -24%
WPA
635
West Paces Advisors
Georgia
$1.1M +$229K +7,292 +27%
ASN
636
Advisory Services Network
Georgia
$1.09M +$1.07M +33,960 New
GSBTD
637
Glenview State Bank Trust Department
Illinois
$1.09M -$18.9K -600 -2%
CPO
638
Cerity Partners OCIO
New York
$1.08M +$26.4K +840 +3%
CCC
639
Chelsea Counsel Company
California
$1.07M
TJHA
640
Thomas J. Herzfeld Advisors
Florida
$1.07M
FNBTCON
641
First National Bank & Trust Co of Newtown
Pennsylvania
$1.06M +$88K +2,800 +9%
Koshinski Asset Management
642
Koshinski Asset Management
Illinois
$1.03M +$159K +5,072 +19%
MNBTD
643
Moody National Bank Trust Division
Texas
$1.03M
Nomura Holdings
644
Nomura Holdings
Japan
$1.02M -$3.66M -116,332 -78%
MRCM
645
M&R Capital Management
New Jersey
$1.02M -$44.9K -1,428 -1%
FMC
646
First Merchants Corp
Indiana
$1.02M -$31.1K -988 -3%
LF
647
Lee Financial
Texas
$1.01M -$19.1K -608 -2%
NSIM
648
North Star Investment Management
Illinois
$1.01M +$84.6K +2,692 +9%
CWM
649
Confluence Wealth Management
Oregon
$1.01M -$174K -5,528 -15%
Luther King Capital Management (LKCM)
650
Luther King Capital Management (LKCM)
Texas
$998K -$1.62M -51,636 -62%

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.