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NextEra Energy, Inc.
NEE

Overview Fund Activity

952 hedge funds and large institutions have $27B invested in NextEra Energy, Inc. in 2013 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 305 increasing their positions, 394 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
952
Holders Change
+51
Holders Change %
+5.66%
% of All Funds
27.65%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.58%
New
103
Increased
305
Reduced
394
Closed
42
Calls
$242M
Puts
$127M
Net Calls
+$115M
Net Calls Change
-$125M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$427M
2
Millennium Management
Millennium Management
New York
+$123M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$91.7M
4
Morgan Stanley
Morgan Stanley
New York
+$78.8M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$76M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
-$378M
2
Franklin Resources
Franklin Resources
California
-$86.8M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$75.7M
4
EAM
Edge Asset Management
Washington
-$75.4M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$59.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
726
Private Wealth Partners
California
$373K -$17.1K -800 -4%
KFS
727
KMS Financial Services
Washington
$372K +$36K +1,684 +11%
OCG
728
Opus Capital Group
Ohio
$370K +$53.5K +2,500 +17%
AW
729
ACG Wealth
Georgia
$370K +$370K +17,296 New
GP
730
Girard Partners
Pennsylvania
$360K +$360K +16,832 New
KS
731
Karpas Strategies
Connecticut
$358K – – –
ICOA
732
Investment Centers of America
North Dakota
$357K -$225K -11,268 -39%
ECM
733
Endex Capital Management
Kansas
$356K – – –
BCA
734
Bernzott Capital Advisors
California
$356K +$356K +16,648 New
SIM
735
SSI Investment Management
California
$353K – – –
FIM
736
Freedom Investment Management
Connecticut
$352K -$18.2K -848 -5%
MCM
737
McRae Capital Management
New Jersey
$351K – – –
ICAS
738
Investors Capital Advisory Services
Massachusetts
$351K +$4.36K +204 +1%
CIM
739
Calvert Investment Management
Maryland
$351K +$351K +16,400 New
KT
740
Kanaly Trust
Texas
$347K -$3.68K -172 -1%
SC
741
Saybrook Capital
North Carolina
$342K – – –
BIM
742
Bridges Investment Management
Nebraska
$342K +$8.57K +400 +3%
GJIC
743
Gamble Jones Investment Counsel
California
$341K +$8.47K +396 +3%
RCAG
744
Rehmann Capital Advisory Group
Michigan
$340K -$19.6K -916 -5%
AT
745
Acadia Trust
Maine
$338K +$2.57K +120 +0.8%
EIM
746
Emerson Investment Management
Massachusetts
$336K – – –
First Manhattan
747
First Manhattan
New York
$336K +$21.7K +1,016 +7%
TCM
748
Telos Capital Management
California
$335K – – –
ACA
749
Anchor Capital Advisors
Massachusetts
$334K – – –
CC
750
Courier Capital
New York
$332K – – –
28 29
30
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