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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.65B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.04B
3
Goldman Sachs
3
Goldman Sachs
New York
$211M
4
ZP
4
Zimmer Partners
New York
$9.56M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
KS
751
Karpas Strategies
Connecticut
$400K – – –
AW
752
ACG Wealth
Georgia
$399K -$14.3K -600 -3%
GF
753
Gerstein Fisher
New York
$398K -$428K -17,920 -52%
BCA
754
Bernzott Capital Advisors
California
$398K – – –
UAS
755
United Asset Strategies
New York
$395K +$395K +16,528 New
PFM
756
PacWest Financial Management
Arizona
$394K -$7.64K -320 -2%
MCM
757
McRae Capital Management
New Jersey
$392K – – –
SOAMC
758
Spirit of America Management Corp
New York
$392K +$392K +16,400 New
BP
759
Banyan Partners
Florida
$387K +$17.9K +748 +5%
KT
760
Kanaly Trust
Texas
$384K -$4.21K -176 -1%
MWAC
761
Mariner Wealth Advisors (Cincinnati)
Ohio
$384K +$384K +16,048 New
PWP
762
Private Wealth Partners
California
$382K -$33.5K -1,404 -8%
SC
763
Saybrook Capital
North Carolina
$382K – – –
PGIM
764
Pacific Global Investment Management
California
$380K +$23.7K +992 +7%
FIM
765
Freedom Investment Management
Connecticut
$379K -$13.6K -568 -3%
SC
766
Scholtz & Company
Connecticut
$378K +$378K +15,800 New
EIM
767
Emerson Investment Management
Massachusetts
$375K – – –
AT
768
Acadia Trust
Maine
$374K -$2.87K -120 -0.8%
ACA
769
Anchor Capital Advisors
Massachusetts
$373K – – –
KTC
770
Kistler-Tiffany Companies
Pennsylvania
$371K +$2.1K +88 +0.6%
HIS
771
Horizon Investment Services
Indiana
$369K +$135K +5,400 +57%
GVT
772
Genesee Valley Trust
New York
$365K +$11K +460 +3%
HEIP
773
Hudson Edge Investment Partners
New Jersey
$364K -$86.5K -3,620 -19%
GCP
774
GSA Capital Partners
United Kingdom
$359K +$359K +15,036 New
RCAG
775
Rehmann Capital Advisory Group
Michigan
$356K -$23.7K -992 -6%
29 30
31
32 33