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NextEra Energy, Inc.
NEE

Overview Fund Activity

996 hedge funds and large institutions have $30.2B invested in NextEra Energy, Inc. in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 339 increasing their positions, 404 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
-9
Holders Change %
-0.9%
% of All Funds
28.92%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.61%
New
59
Increased
339
Reduced
404
Closed
61
Calls
$217M
Puts
$169M
Net Calls
+$48.3M
Net Calls Change
-$343M

Top Buyers

1
VM
Valinor Management
New York
$138M
2
Franklin Resources
Franklin Resources
California
$852M
3
SC
Sculptor Capital
New York
$477M
4
BlackRock
BlackRock
New York
$168M
5
Capital World Investors
Capital World Investors
California
$60.1M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$400M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.35B
3
State Street
State Street
Massachusetts
$1.93B
4
EA
Euclid Advisors
Connecticut
$0
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
801
Argyle Capital Management
Pennsylvania
$300K – – –
NAM
802
Nichols Asset Management
Massachusetts
$300K – – –
BSW
803
Buckingham Strategic Wealth
Missouri
$300K – – –
FCCM
804
First City Capital Management
Georgia
$297K -$10.3K -440 -3%
MWAC
805
Mariner Wealth Advisors (Cincinnati)
Ohio
$296K -$58.3K -2,480 -16%
NERM
806
New England Research & Management
Illinois
$296K -$47K -2,000 -14%
AR
807
Advisory Research
Illinois
$295K +$295K +12,556 New
BCA
808
Bernzott Capital Advisors
California
$293K -$97.2K -4,148 -25%
TFA
809
Transamerica Financial Advisors
Florida
$292K – – –
TCM
810
Tradewinds Capital Management
Washington
$291K +$20.2K +860 +7%
GIS
811
Guardian Investor Services
New York
$290K -$13.8K -588 -5%
CCA
812
Checchi Capital Advisers
California
$290K +$53K +2,256 +22%
SGAM
813
Steinberg Global Asset Management
Florida
$289K +$187 +8 +0.1%
HAIM
814
Hunter Associates Investment Management
Pennsylvania
$287K – – –
PWM
815
ParenteBeard Wealth Management
Pennsylvania
$282K – – –
BMCMI
816
Bryn Mawr Capital Management Inc
Pennsylvania
$282K +$282K +12,000 New
AUB
817
Atlantic Union Bankshares
Virginia
$279K +$18.7K +800 +7%
DWT
818
Dorsey & Whitney Trust
South Dakota
$270K -$23.5K -1,000 -8%
LBC
819
Lawrence B. Cohen
$270K -$7.04K -300 -3%
CA
820
CapWealth Advisors
Tennessee
$266K – – –
DAM
821
Delta Asset Management
Tennessee
$266K +$37.5K +1,600 +16%
NES
822
New England Securities
New York
$264K -$7.03K -300 -3%
PWM
823
Perigon Wealth Management
California
$262K -$86.2K -3,680 -25%
ATC
824
Argent Trust Company
Louisiana
$261K -$28.2K -1,200 -10%
LWCFA
825
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$261K -$6.01K -256 -2%
31 32
33
34 35