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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,411 hedge funds and large institutions have $61.3B invested in NextEra Energy, Inc. in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 537 increasing their positions, 515 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,411
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
32.35%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.96%
New
88
Increased
537
Reduced
515
Closed
81
Calls
$292M
Puts
$231M
Net Calls
+$60.6M
Net Calls Change
+$94.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$506M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$223M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
Goldman Sachs
Goldman Sachs
New York
+$97.1M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$177M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$117M
4
UBS Group
UBS Group
Switzerland
-$106M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
826
Chas P. Smith & Associates (CPS)
Florida
$766K – – –
KS
827
Karpas Strategies
Connecticut
$766K – – –
RHBC
828
R.H. Bluestein & Co
Michigan
$760K +$207K +4,960 +37%
BRA
829
Bender Robert & Associates
California
$758K +$46.7K +1,120 +7%
UAS
830
United Asset Strategies
New York
$755K +$2.67K +64 +0.4%
WSTAM
831
Wilbanks Smith & Thomas Asset Management
Virginia
$754K +$69.9K +1,672 +10%
ACM
832
Adalta Capital Management
New York
$750K – – –
AUB
833
Atlantic Union Bankshares
Virginia
$748K – – –
DWT
834
Dorsey & Whitney Trust
South Dakota
$748K +$9.68K +232 +1%
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K -$70.1K -1,680 -9%
LGC
836
Laurel Grove Capital
California
$743K – – –
DJSG
837
D.J. St. Germain
Massachusetts
$741K -$13.5K -324 -2%
CAM
838
Carret Asset Management
New York
$739K -$62.6K -1,500 -8%
HCM
839
Harvest Capital Management
New Hampshire
$739K – – –
HIC
840
Hartline Investment Corp
Illinois
$737K – – –
ET
841
Equitable Trust
Tennessee
$735K +$735K +17,612 New
CCMD
842
Cypress Capital Management (Delaware)
Delaware
$731K – – –
FNBOMD
843
First National Bank of Mount Dora
Florida
$730K -$40.6K -972 -5%
BHBT
844
Burke & Herbert Bank & Trust
Virginia
$728K -$15.7K -376 -2%
SWM
845
SeaCrest Wealth Management
New York
$727K +$18.9K +452 +3%
WIC
846
Whitegate Investment Counselors
New Hampshire
$724K – – –
PHK
847
Point72 Hong Kong
Hong Kong
$724K +$724K +17,344 New
AP
848
Atwood & Palmer
Missouri
$722K -$56.8K -1,360 -7%
MCM
849
Maryland Capital Management
Maryland
$720K -$8.36K -200 -1%
PWP
850
Private Wealth Partners
California
$719K – – –
32 33
34
35 36