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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 %
ST
801
Sabal Trust
Florida
$315K -$129K -5,400 -29%
MIC
802
Meridian Investment Counsel
California
$313K – – –
1GA
803
1st Global Advisors
Texas
$313K +$286 +12 +0.1%
FCCM
804
First City Capital Management
Georgia
$313K – – –
ACM
805
Argyle Capital Management
Pennsylvania
$306K – – –
HL
806
HeadInvest LLC
Maine
$305K -$17.9K -752 -6%
NAM
807
Nichols Asset Management
Massachusetts
$305K – – –
AR
808
Advisory Research
Illinois
$302K -$575 -24 -0.2%
AAC
809
Asset Advisors Corp
Georgia
$302K – – –
SGH
810
Schonfeld Group Holdings
New York
$300K +$300K +12,548 New
WRM
811
Westport Resources Management
Connecticut
$299K -$67K -2,800 -18%
OC
812
Oakworth Capital
Alabama
$299K +$261K +10,916 +682%
DWT
813
Dorsey & Whitney Trust
South Dakota
$299K +$299K +12,512 New
TFA
814
Transamerica Financial Advisors
Florida
$297K +$240K +10,000 +417%
IB
815
Intrust Bank
Kansas
$294K -$26.6K -1,112 -8%
HAIM
816
Hunter Associates Investment Management
Pennsylvania
$293K – – –
Luther King Capital Management (LKCM)
817
Luther King Capital Management (LKCM)
Texas
$290K +$20.5K +856 +8%
GC
818
Grimes & Company
Massachusetts
$287K +$20.8K +872 +8%
PWM
819
ParenteBeard Wealth Management
Pennsylvania
$287K -$8.22K -344 -3%
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K +$11.3K +472 +4%
Aristotle Capital Management
821
Aristotle Capital Management
California
$283K -$140K -5,840 -33%
SGAM
822
Steinberg Global Asset Management
Florida
$283K +$13K +544 +5%
WS
823
Wedbush Securities
California
$283K +$283K +11,836 New
LBC
824
Lawrence B. Cohen
$282K -$9.56K -400 -3%
NPF
825
Norris Perne & French
Michigan
$281K +$281K +11,756 New
31 32
33
34 35