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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 %
EB
826
Eastern Bank
Massachusetts
$280K – – –
WKWM
827
Walter & Keenan Wealth Management
Indiana
$279K +$279K +11,652 New
PPSG
828
Princeton Portfolio Strategies Group
New Jersey
$278K +$9.56K +400 +4%
NES
829
New England Securities
New York
$277K +$118K +4,940 +75%
TCM
830
Tradewinds Capital Management
Washington
$276K – – –
IH
831
IFC Holdings
Florida
$271K -$227K -9,508 -46%
DAM
832
Delta Asset Management
Tennessee
$271K -$2.3K -96 -0.8%
CA
833
CapWealth Advisors
Tennessee
$271K +$3.25K +136 +1%
BSW
834
Buckingham Strategic Wealth
Missouri
$265K +$24.9K +1,040 +10%
WCM
835
Weatherstone Capital Management
Colorado
$264K – – –
OPCM
836
Osborne Partners Capital Management
California
$263K – – –
Mirae Asset Global Investments
837
Mirae Asset Global Investments
South Korea
$263K +$383 +16 +0.1%
SCA
838
Stillwater Capital Advisors
Pennsylvania
$261K +$261K +10,928 New
FMW
839
Farr Miller & Washington
District of Columbia
$259K -$96 -4 -0%
CASB
840
Cape Ann Savings Bank
Massachusetts
$259K – – –
RC
841
RegentAtlantic Capital
New Jersey
$258K -$102K -4,252 -28%
RB
842
Rodgers Brothers
Pennsylvania
$258K -$28.7K -1,200 -10%
MAA
843
Mraz Amerine & Associates
California
$258K – – –
PAM
844
Princeton Alpha Management
New Jersey
$257K +$257K +10,748 New
WSTAM
845
Wilbanks Smith & Thomas Asset Management
Virginia
$253K -$3.72K -156 -1%
PP
846
Prudential plc
United Kingdom
$253K – – –
MBE
847
Michael B. Elefante
$252K +$19.1K +800 +8%
VFS
848
VSR Financial Services
Kansas
$250K +$15.9K +668 +7%
CWP
849
Capital Wealth Planning
Florida
$249K +$249K +10,400 New
TT
850
Tower Trust
Indiana
$248K – – –
32 33
34
35 36