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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,247 hedge funds and large institutions have $53B invested in NextEra Energy, Inc. in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 412 increasing their positions, 495 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+26
Holders Change %
+2.13%
% of All Funds
31.14%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
86
Increased
412
Reduced
495
Closed
53
Calls
$160M
Puts
$225M
Net Calls
-$65.1M
Net Calls Change
-$139M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$359M
2
Morgan Stanley
Morgan Stanley
New York
+$142M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$129M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$114M
5
Deutsche Bank
Deutsche Bank
Germany
+$84M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$149M
2
TCIM
TIAA CREF Investment Management
New York
-$93.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84M
4
TA
Teachers Advisors
New York
-$83.3M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
801
River Wealth Advisors
Pennsylvania
$645K -$18.9K -516 -3%
GI
802
Gradient Investments
Minnesota
$644K +$11.7K +320 +2%
BIC
803
Bridges Investment Counsel
Nebraska
$637K -$817K -22,300 -56%
WB
804
Webster Bank
Connecticut
$636K -$59.5K -1,624 -9%
NEPWA
805
New England Private Wealth Advisors
Massachusetts
$634K -$147K -4,020 -19%
BTW
806
Boston Trust Walden
Massachusetts
$630K – – –
HEIP
807
Hudson Edge Investment Partners
New Jersey
$627K – – –
EFS
808
Essex Financial Services
Connecticut
$627K +$43.1K +1,176 +7%
S
809
SignatureFD
Georgia
$623K +$26.5K +724 +4%
HCA
810
Harbour Capital Advisors
Virginia
$621K +$58.4K +860 +10%
DJSG
811
D.J. St. Germain
Massachusetts
$610K +$22.3K +608 +4%
AII
812
AGF Investments Inc
Ontario, Canada
$601K – – –
FC
813
Forte Capital
New York
$597K – – –
GBT
814
Grove Bank & Trust
Florida
$596K +$68.8K +1,880 +13%
BP
815
Ballentine Partners
Massachusetts
$593K +$125K +3,416 +27%
BIM
816
Baldwin Investment Management
Pennsylvania
$590K – – –
CCM
817
Carderock Capital Management
Maryland
$587K -$42.9K -1,172 -7%
LMIM
818
Lockheed Martin Investment Management
Maryland
$586K – – –
PWM
819
Perigon Wealth Management
California
$585K -$280K -7,636 -32%
PAG
820
Pinnacle Advisory Group
Maryland
$585K -$587 -16 -0.1%
LW
821
Linscomb Wealth
Texas
$573K +$24.5K +668 +4%
NPC
822
National Planning Corporation
California
$566K -$154K -4,196 -21%
PGIM
823
Pacific Global Investment Management
California
$555K +$440 +12 +0.1%
DWT
824
Dorsey & Whitney Trust
South Dakota
$555K +$1.62K +44 +0.3%
AIM
825
Aspen Investment Management
Michigan
$555K +$25.7K +700 +5%
31 32
33
34 35