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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 %
EGA
876
Eagle Global Advisors
Texas
$210K +$210K +8,800 New
PL
877
Perpetual Ltd
Australia
$210K +$210K +8,804 New
AWM
878
Altavista Wealth Management
North Carolina
$208K +$208K +8,684 New
NPIT
879
National Penn Investors Trust
Pennsylvania
$207K -$31.4K -1,312 -13%
ADBIC
880
A.D. Beadell Investment Counsel
Wisconsin
$207K +$207K +8,664 New
AWP
881
Ascent Wealth Partners
New York
$206K +$206K +8,600 New
RMDI
882
R.M. Davis Inc
Maine
$205K +$205K +8,568 New
FM
883
Foster & Motley
Ohio
$202K +$202K +8,432 New
JWA
884
JFS Wealth Advisors
Pennsylvania
$202K +$202K +8,448 New
ANTB
885
AMG National Trust Bank
Colorado
$201K +$201K +8,400 New
SC
886
Schulhoff & Co
Ohio
$201K +$201K +8,408 New
IC
887
IKOS CIF
Cyprus
$196K +$95.3K +4,036 +95%
LWM
888
Lenox Wealth Management
Ohio
$189K -$13.8K -580 -7%
IRS
889
Invictus RG (Singapore)
Singapore
$179K +$179K +7,504 New
EFSCE
890
Enterprise Financial Services Corp (EFSC)
Missouri
$178K -$1.44K -60 -0.8%
IWC
891
Integrated Wealth Counsel
California
$172K – – –
JG
892
Jefferies Group
New York
$170K -$848K -35,400 -83%
OSNBOA
893
Old Second National Bank of Aurora
Illinois
$170K – – –
MA
894
MCF Advisors
Kentucky
$155K +$37.7K +1,576 +32%
HIM
895
Hillsdale Investment Management
Ontario, Canada
$153K -$9.56K -400 -6%
CGT
896
Capital Guardian Trust
California
$153K +$150K +6,280 +5,233%
AW
897
Alpha Windward
Massachusetts
$152K +$95 +4 +0.1%
VIA
898
Vantage Investment Advisors
Pennsylvania
$149K – – –
JIR
899
James Investment Research
Ohio
$145K -$22.9K -960 -14%
CAW
900
Cornerstone Advisors (Washington)
Washington
$145K +$1.72K +72 +1%
34 35
36
37 38