NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

952 hedge funds and large institutions have $27B invested in NextEra Energy, Inc. in 2013 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 305 increasing their positions, 394 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
952
Holders Change
+51
Holders Change %
+5.66%
% of All Funds
27.65%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.58%
New
103
Increased
305
Reduced
394
Closed
42
Calls
$242M
Puts
$127M
Net Calls
+$115M
Net Calls Change
-$125M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.01B
2
Millennium Management
Millennium Management
New York
$274M
3
Capital Research Global Investors
Capital Research Global Investors
California
$293M
4
Morgan Stanley
Morgan Stanley
New York
$272M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$286M

Top Sellers

1
SAC
Smith Affiliated Capital
New York
$0
2
Franklin Resources
Franklin Resources
California
$682M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$14.5M
4
EAM
Edge Asset Management
Washington
$67.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
851
Baker Ellis Asset Management
Washington
$188K – – –
FNBSF
852
First National Bank Sioux Falls
South Dakota
$188K – – –
LWM
853
Lenox Wealth Management
Ohio
$182K +$182K +8,504 New
EFSCE
854
Enterprise Financial Services Corp (EFSC)
Missouri
$160K – – –
IWC
855
Integrated Wealth Counsel
California
$154K – – –
QCMC
856
Quantum Capital Management (California)
California
$152K – – –
OSNBOA
857
Old Second National Bank of Aurora
Illinois
$152K – – –
JIR
858
James Investment Research
Ohio
$151K +$129K +6,000 +577%
HIM
859
Hillsdale Investment Management
Ontario, Canada
$146K -$51.5K -2,400 -26%
NES
860
New England Securities
New York
$142K -$17.6K -820 -11%
AW
861
Alpha Windward
Massachusetts
$136K +$1.28K +60 +1%
TSW
862
Thompson Siegel & Walmsley
Virginia
$135K – – –
FA
863
Financial Advantage
Maryland
$135K – – –
VIA
864
Vantage Investment Advisors
Pennsylvania
$134K +$134K +6,240 New
CAW
865
Cornerstone Advisors (Washington)
Washington
$128K – – –
HPBT
866
High Point Bank & Trust
North Carolina
$120K – – –
HDIM
867
Hanson & Doremus Investment Management
Vermont
$119K -$2.74K -128 -2%
MA
868
MCF Advisors
Kentucky
$117K -$2.29K -96 -2%
SNT
869
Security National Trust
West Virginia
$116K -$2.75K -128 -2%
JWM
870
Jacobus Wealth Management
Wisconsin
$109K +$109K +5,084 New
SC
871
Saturna Capital
Washington
$107K – – –
CFA
872
Carroll Financial Associates
North Carolina
$102K -$595 -28 -0.6%
FAM
873
Formidable Asset Management
Ohio
$100K – – –
NIM
874
NuWave Investment Management
New Jersey
$90K -$6.48K -304 -7%
IC
875
IKOS CIF
Cyprus
$88K +$88K +4,268 New
33 34
35
36 37