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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
FIM
651
Freedom Investment Management
Connecticut
$994K +$78.2K +2,488 +9%
AI
652
Atria Investments
North Carolina
$991K +$18.1K +576 +2%
CPA
653
Court Place Advisors
Maryland
$972K -$7.17K -228 -0.7%
YWP
654
YorkBridge Wealth Partners
New York
$969K +$67.3K +2,140 +8%
Lido Advisors
655
Lido Advisors
California
$962K -$1.26K -40 -0.1%
FHA
656
First Horizon Advisors
Tennessee
$954K -$35.5K -1,128 -4%
TCM
657
Tributary Capital Management
Nebraska
$950K -$75.5K -2,400 -8%
LCM
658
LVM Capital Management
Michigan
$950K
IAA
659
Independent Advisor Alliance
North Carolina
$939K -$5.41K -172 -0.6%
MAM
660
Morse Asset Management
Connecticut
$937K +$918K +29,200 New
NIA
661
Northstar Investment Advisors
Colorado
$936K
1SB
662
1ST Source Bank
Indiana
$935K -$9.56K -304 -1%
AAS
663
Annex Advisory Services
Wisconsin
$934K +$53.2K +1,692 +6%
SG
664
Somerset Group
Minnesota
$927K +$88K +2,800 +11%
Cerity Partners
665
Cerity Partners
New York
$919K +$900K +28,636 New
FFC
666
First Financial Corp
Indiana
$914K +$353K +11,240 +65%
RCM
667
Radnor Capital Management
Pennsylvania
$912K
MLIC
668
Mandatum Life Insurance Company
Finland
$911K -$72.4K -2,304 -8%
NCM
669
Northside Capital Management
Oregon
$905K +$887K +28,200 New
LPC
670
Loeb Partners Corp
New York
$899K +$252K +8,000 +40%
IH
671
IFC Holdings
Florida
$898K -$19K -604 -2%
CWG
672
C WorldWide Group
Denmark
$890K -$1.09M -34,684 -56%
SC
673
Scotia Capital
Ontario, Canada
$890K +$27.2K +864 +3%
PTC
674
Philadelphia Trust Company
Pennsylvania
$886K -$31.3K -996 -3%
CCG
675
Cypress Capital Group
Florida
$884K

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.