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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 %
BRWM
851
B. Riley Wealth Management
Tennessee
$245K +$245K +10,244 New
SIG
852
Schaller Investment Group
North Carolina
$242K – – –
PAM
853
Private Asset Management
California
$241K – – –
BOK
854
Bank of Kentucky
Kentucky
$240K – – –
ATC
855
Argent Trust Company
Louisiana
$236K +$236K +9,876 New
LFG
856
LifePlan Financial Group
Ohio
$234K – – –
GLI
857
Guardian Life Insurance
New York
$232K +$2.58K +108 +1%
CPO
858
Cerity Partners OCIO
New York
$230K -$136K -5,696 -37%
KC
859
Kingfisher Capital
North Carolina
$229K -$8.14K -340 -3%
BTW
860
Boston Trust Walden
Massachusetts
$229K – – –
MLL
861
Moody Lynn & Lieberson
Massachusetts
$229K – – –
CIBC World Market
862
CIBC World Market
Ontario, Canada
$227K -$136K -5,700 -38%
AB
863
AT Bancorp
Iowa
$227K – – –
MHIC
864
Marble Harbor Investment Counsel
Massachusetts
$225K – – –
SAM
865
Summit Asset Management
Tennessee
$222K -$47.7K -2,000 -18%
HKIM
866
Hayek Kallen Investment Management
Alabama
$222K +$222K +9,284 New
ALA
867
Atherton Lane Advisers
California
$215K -$9.58K -400 -4%
PTCG
868
Pring Turner Capital Group
California
$214K – – –
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$213K -$16.8K -700 -7%
MBT
870
Monroe Bank & Trust
Michigan
$212K -$56.1K -2,344 -21%
UBWV
871
United Bank (West Virginia)
West Virginia
$211K +$211K +8,800 New
MCM
872
Maple Capital Management
Vermont
$211K +$211K +8,816 New
SL
873
Summitry LLC
California
$210K -$38.2K -1,600 -15%
FNBSF
874
First National Bank Sioux Falls
South Dakota
$210K – – –
BEAM
875
Baker Ellis Asset Management
Washington
$210K – – –
33 34
35
36 37