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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
TIM
826
Thornburg Investment Management
New Mexico
$507K +$40.1K +1,276 +9%
CFMC
827
Curbstone Financial Management Corp
New Hampshire
$506K
BSB
828
Bangor Savings Bank
Maine
$505K -$17.6K -560 -3%
NAM
829
NTV Asset Management
West Virginia
$504K -$6.41K -204 -1%
WMC
830
Westwood Management Corporation
Illinois
$501K
FB
831
Fulton Bank
Pennsylvania
$497K -$76.5K -2,432 -14%
LW
832
Linscomb Wealth
Texas
$495K -$139K -4,432 -22%
DJSG
833
D.J. St. Germain
Massachusetts
$495K +$40K +1,272 +9%
CG
834
Caprock Group
Idaho
$493K +$17.1K +544 +4%
PFS
835
Prospera Financial Services
Texas
$491K -$6.92K -220 -1%
BRA
836
Bender Robert & Associates
California
$488K -$15.1K -480 -3%
PGIM
837
Pacific Global Investment Management
California
$485K -$126 -4 -0%
BIM
838
Bridges Investment Management
Nebraska
$481K -$33.5K -1,064 -7%
TC
839
Telemus Capital
Michigan
$481K +$471K +14,988 New
WA
840
WealthTrust Axiom
Pennsylvania
$479K +$126 +4 +0%
NAMP
841
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$478K
CBN
842
Cadence Bank NA
Texas
$477K -$85.5K -2,720 -15%
SAM
843
Summit Asset Management
Tennessee
$477K +$37.7K +1,200 +9%
CCM
844
Compton Capital Management
Rhode Island
$472K
FC
845
Forte Capital
New York
$472K
CNB
846
Camden National Bank
Maine
$470K +$12.1K +384 +3%
BRM
847
Boston Research & Management
Massachusetts
$467K
PCM
848
Prelude Capital Management
New York
$467K +$123K +3,916 +37%
HIS
849
Horizon Investment Services
Indiana
$465K
SRSA
850
S.R. Schill & Associates
Washington
$465K

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.