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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
BW
876
Bison Wealth
Georgia
$426K -$51.1K -1,624 -11%
DWT
877
Dorsey & Whitney Trust
South Dakota
$425K +$19.9K +632 +5%
ID
878
Integral Derivatives
New York
$423K +$414K +13,168 New
MIC
879
Meridian Investment Counsel
California
$421K
ANBT
880
American National Bank & Trust
Texas
$417K -$75.2K -2,392 -16%
WSTAM
881
Wilbanks Smith & Thomas Asset Management
Virginia
$417K +$503 +16 +0.1%
MFT
882
Moisand Fitzgerald Tamayo
Florida
$415K -$21.5K -684 -5%
BC
883
Brinker Capital
Pennsylvania
$415K +$629 +20 +0.2%
IIM
884
Intact Investment Management
Quebec, Canada
$411K -$390K -12,400 -49%
AP
885
Appleton Partners
Massachusetts
$411K -$8.18K -260 -2%
ZCA
886
Zeke Capital Advisors
Pennsylvania
$411K +$91.9K +2,924 +30%
HCM
887
Hall Capital Management
Rhode Island
$409K -$4.4K -140 -1%
AAM
888
American Asset Management
Florida
$406K +$126 +4 +0%
BP
889
Ballentine Partners
Massachusetts
$402K +$394K +12,528 New
TTWM
890
TCV Trust & Wealth Management
Virginia
$402K +$394K +12,528 New
FCCM
891
First City Capital Management
Georgia
$399K
MCM
892
Maple Capital Management
Vermont
$398K +$12.6K +400 +3%
RHBC
893
R.H. Bluestein & Co
Michigan
$397K -$34K -1,080 -8%
CDH
894
Charles D. Hyman
$392K -$18K -572 -4%
RA
895
Rational Advisors
New York
$387K +$69.4K +2,208 +22%
TCM
896
Tuttle Capital Management
Connecticut
$386K +$69.4K +2,208 +22%
PL
897
Parkwood LLC
Ohio
$385K -$588K -18,692 -61%
PWP
898
Private Wealth Partners
California
$385K
BTW
899
Boston Trust Walden
Massachusetts
$385K +$20.4K +648 +6%
AF
900
Alerus Financial
North Dakota
$381K

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.