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NextEra Energy, Inc.
NEE

Overview Fund Activity

980 hedge funds and large institutions have $30.5B invested in NextEra Energy, Inc. in 2014 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 328 increasing their positions, 409 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
+28
Holders Change %
+2.94%
% of All Funds
28.32%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.81%
New
85
Increased
328
Reduced
409
Closed
47
Calls
$521M
Puts
$214M
Net Calls
+$306M
Net Calls Change
+$191M

Top Buyers

1
SC
Sculptor Capital
New York
$290M
2
Morgan Stanley
Morgan Stanley
New York
$501M
3
Capital Research Global Investors
Capital Research Global Investors
California
$433M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$166M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$433M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.65B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.04B
3
Goldman Sachs
Goldman Sachs
New York
$211M
4
ZP
Zimmer Partners
New York
$9.56M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
676
Cutler Investment Counsel
Oregon
$574K – – –
SAA
677
Southeast Asset Advisors
Georgia
$574K – – –
CAM
678
CG Asset Management
New York
$574K – – –
EFS
679
Essex Financial Services
Connecticut
$572K +$143K +6,000 +33%
NGA
680
Naples Global Advisors
Florida
$569K +$13.4K +560 +2%
AP
681
Atwood & Palmer
Missouri
$565K – – –
TCM
682
Telos Capital Management
California
$564K +$190K +7,948 +51%
RIM
683
Regent Investment Management
Kentucky
$562K – – –
WMC
684
Westwood Management Corporation
Illinois
$555K – – –
FBNAT
685
FirstMerit Bank N.A. Trustee
Ohio
$554K -$11.7K -488 -2%
BHBT
686
Burke & Herbert Bank & Trust
Virginia
$553K +$28.7K +1,200 +5%
WPP
687
Whalerock Point Partners
Rhode Island
$540K -$14.3K -600 -3%
BAS
688
Brown Advisory Securities
Maryland
$539K +$44.7K +1,868 +9%
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$532K -$8.6K -360 -2%
MCM
690
McMillion Capital Management
North Carolina
$528K -$110K -4,600 -17%
HCM
691
Harvest Capital Management
New Hampshire
$524K – – –
LW
692
Linscomb Wealth
Texas
$524K +$155K +6,488 +42%
CM
693
Churchill Management
California
$523K +$523K +21,884 New
DA
694
Dillon & Associates
Michigan
$519K -$9.59K -400 -2%
SC
695
SouthState Corp
Florida
$518K -$50.4K -2,112 -9%
TCM
696
Twin Capital Management
Pennsylvania
$516K -$9.56K -400 -2%
SCM
697
Shapiro Capital Management
Georgia
$513K – – –
OIM
698
Orca Investment Management
Oregon
$512K – – –
FA
699
FDx Advisors
Illinois
$509K -$333K -13,928 -40%
MCM
700
Maryland Capital Management
Maryland
$507K -$504K -21,080 -50%
26 27
28
29 30