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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
CIC
701
Cutler Investment Counsel
Oregon
$809K
RBC
702
Ronald Blue & Co
Georgia
$809K +$20.9K +664 +3%
BHC
703
Bowen Hanes & Co
Florida
$802K -$31.4K -1,000 -4%
WA
704
WFG Advisors
Texas
$796K -$63.5K -2,020 -8%
FANJ
705
Financial Architects (New Jersey)
New Jersey
$795K -$9.56K -304 -1%
BTNA
706
Bremer Trust National Association
Minnesota
$793K -$153K -4,872 -16%
SC
707
Savant Capital
Illinois
$791K +$3.65K +116 +0.5%
SLG
708
Stanley-Laman Group
Pennsylvania
$791K +$89.9K +2,860 +13%
EFS
709
Essex Financial Services
Connecticut
$787K +$21.8K +692 +3%
LIM
710
Leavell Investment Management
Alabama
$785K +$2.26K +72 +0.3%
TAM
711
Taurus Asset Management
New York
$780K
NJBEST
712
New Jersey Better Educational Savings Trust
New Jersey
$770K -$252K -8,000 -25%
VFA
713
Voya Financial Advisors
Connecticut
$769K +$36.3K +1,156 +5%
MWM
714
Meridian Wealth Management
Kentucky
$761K +$226K +7,200 +44%
JIC
715
Joel Isaacson & Co
New York
$758K +$252 +8 +0%
RAM
716
Roanoke Asset Management
New Jersey
$757K -$54K -1,716 -7%
OFW
717
Omnia Family Wealth
Florida
$752K
DA
718
Dillon & Associates
Michigan
$751K +$27.7K +880 +4%
WSCM
719
Wellington Shields Capital Management
New York
$749K -$7.55K -240 -1%
ABTD
720
Arvest Bank Trust Division
Oklahoma
$744K -$21K -668 -3%
FCI
721
Financial Counselors Inc
Kansas
$732K -$129K -4,104 -15%
SPC
722
Stewart & Patten Company
California
$732K -$37.7K -1,200 -5%
ICM
723
IronBridge Capital Management
Illinois
$731K +$75.5K +2,400 +12%
MC
724
Middleton & Co
Massachusetts
$730K +$6.92K +220 +1%
CG
725
Clinton Group
New York
$729K +$309K +9,824 +76%

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.