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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
LGC
801
Laurel Grove Capital
California
$571K
FWM
802
Frontier Wealth Management
Missouri
$567K +$264K +8,400 +91%
HIC
803
Hartline Investment Corp
Illinois
$566K
UAS
804
United Asset Strategies
New York
$563K -$6.29K -200 -1%
PFBT
805
Parkside Financial Bank & Trust
Missouri
$562K +$20.4K +648 +4%
HL
806
HeadInvest LLC
Maine
$560K +$101K +3,200 +22%
CCA
807
Cobblestone Capital Advisors
New York
$558K +$18.2K +580 +3%
CCM
808
Carderock Capital Management
Maryland
$557K -$60.7K -1,932 -10%
ECM
809
EagleClaw Capital Management
Massachusetts
$555K -$101K -3,200 -16%
WPC
810
White Pine Capital
Minnesota
$555K -$50.3K -1,600 -8%
GI
811
Gradient Investments
Minnesota
$553K +$126K +4,000 +30%
HEIP
812
Hudson Edge Investment Partners
New Jersey
$549K
WS
813
Wedbush Securities
California
$544K -$348K -11,068 -39%
BIM
814
Baldwin Investment Management
Pennsylvania
$542K -$12.6K -400 -2%
MCM
815
McRae Capital Management
New Jersey
$539K
NIT
816
NumerixS Investment Technologies
British Columbia, Canada
$539K +$528K +16,800 New
AII
817
AGF Investments Inc
Ontario, Canada
$534K
PFPT
818
Pinnacle Financial Partners (Tennessee)
Tennessee
$527K +$27.7K +880 +6%
IFB
819
iAB Financial Bank
Indiana
$526K
LFAS
820
Level Four Advisory Services
Texas
$526K +$62.1K +1,976 +14%
VanEck Associates
821
VanEck Associates
New York
$519K +$77.6K +2,468 +18%
ACP
822
Aviance Capital Partners
Florida
$513K -$50.3K -1,600 -9%
PAG
823
Pinnacle Advisory Group
Maryland
$513K -$18.2K -580 -4%
S
824
SignatureFD
Georgia
$513K +$10.7K +340 +2%
BIAS
825
Beacon Investment Advisory Services
New Jersey
$508K +$27.7K +880 +6%

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.