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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
IRF
676
IBM Retirement Fund
New York
$880K -$4.8M -152,640 -88%
MC
677
Moors & Cabot
Massachusetts
$880K -$498K -15,852 -37%
SCA
678
Snowden Capital Advisors
New York
$875K +$336K +10,700 +65%
MCM
679
Murphy Capital Management
New Jersey
$875K -$20.2K -644 -2%
GWM
680
Geneos Wealth Management
Colorado
$873K -$41.9K -1,332 -5%
BFM
681
Boothbay Fund Management
New York
$872K +$240K +7,644 +39%
PP
682
Palladium Partners
Virginia
$869K -$6.29K -200 -0.7%
PA
683
Parallel Advisors
California
$868K +$14.1K +448 +2%
FAAS
684
First Allied Advisory Services
California
$865K -$120K -3,808 -12%
BMO
685
Beck Mack & Oliver
New York
$865K
SACTSONJ
686
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$853K
NCM
687
Narwhal Capital Management
Georgia
$847K +$50.3K +1,600 +6%
RCAG
688
Rehmann Capital Advisory Group
Michigan
$840K +$20.4K +648 +3%
HPCM
689
High Pointe Capital Management
Illinois
$836K
IHL
690
Investment House LLC
California
$834K
Verition Fund Management
691
Verition Fund Management
Connecticut
$832K -$3.9M -124,084 -83%
RG
692
Rikoon Group
New Mexico
$831K
CSIC
693
Clifford Swan Investment Counsel
California
$830K
CC
694
Cannell & Co
New York
$829K -$25.2K -800 -3%
ITIM
695
Indiana Trust & Investment Management
Indiana
$826K -$9.43K -300 -1%
LNWWM
696
Laird Norton Wetherby Wealth Management
California
$823K +$59.5K +1,892 +8%
AIM
697
Anchor Investment Management
South Carolina
$819K -$4.4K -140 -0.5%
Bessemer Group
698
Bessemer Group
New Jersey
$819K -$4.9M -155,912 -86%
CIC
699
Crawford Investment Counsel
Georgia
$814K -$45.8K -1,456 -5%
EWM
700
Evermay Wealth Management
Virginia
$814K +$147K +4,660 +23%

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.