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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
AIM
851
Aspen Investment Management
Michigan
$463K
JIP
852
Jaffetilchin Investment Partners
Florida
$463K +$15K +476 +3%
MWAC
853
Mariner Wealth Advisors (Cincinnati)
Ohio
$463K +$205K +6,512 +82%
IP
854
Isthmus Partners
Wisconsin
$462K -$62.9K -2,000 -12%
MCM
855
McMillion Capital Management
North Carolina
$460K -$27.7K -880 -6%
STMM
856
South Texas Money Management
Texas
$460K +$56.2K +1,788 +14%
LFG
857
LifePlan Financial Group
Ohio
$458K
ST
858
Sabal Trust
Florida
$455K -$94.3K -3,000 -17%
PL
859
Perpetual Ltd
Australia
$454K
CBT
860
Central Bank & Trust
Kentucky
$454K +$59.7K +1,900 +16%
KP
861
Keel Point
Alabama
$450K +$4.4K +140 +1%
SCP
862
Seizert Capital Partners
Michigan
$449K
RC
863
RegentAtlantic Capital
New Jersey
$445K +$1.76K +56 +0.4%
AB
864
Atlas Brown
Kentucky
$444K -$23.9K -760 -5%
GWCM
865
Godshalk Welsh Capital Management
Pennsylvania
$443K -$44K -1,400 -9%
BMC
866
Benin Management Corp
Connecticut
$440K
PHS
867
Pekin Hardy Strauss
Illinois
$440K
GD
868
Grandfield & Dodd
New York
$438K +$18.9K +600 +5%
SFA
869
Sequoia Financial Advisors
Ohio
$437K +$54.1K +1,720 +14%
WSC
870
Wellington Shields & Co
New York
$436K
LTI
871
Laffer Tengler Investments
Tennessee
$432K -$154K -4,884 -27%
QSS
872
Quantitative Systematic Strategies
Florida
$431K +$422K +13,436 New
CPIM
873
Columbia Partners Investment Management
Virginia
$430K -$464K -14,744 -52%
LBC
874
Lawrence B. Cohen
$430K -$9.43K -300 -2%
GBT
875
Grove Bank & Trust
Florida
$430K

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.