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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 %
HPBT
901
High Point Bank & Trust
North Carolina
$134K – – –
HDIM
902
Hanson & Doremus Investment Management
Vermont
$133K – – –
FA
903
Financial Advantage
Maryland
$130K -$20.5K -860 -14%
SNT
904
Security National Trust
West Virginia
$129K – – –
TF
905
Trutina Financial
Washington
$124K +$124K +5,168 New
CFA
906
Carroll Financial Associates
North Carolina
$123K +$8.05K +336 +7%
JWM
907
Jacobus Wealth Management
Wisconsin
$122K – – –
SC
908
Saturna Capital
Washington
$120K – – –
FAM
909
Formidable Asset Management
Ohio
$107K – – –
DSC
910
Duncker Streett & Co
Missouri
$97K +$192 +8 +0.2%
TSW
911
Thompson Siegel & Walmsley
Virginia
$96K -$55.1K -2,300 -36%
HCC
912
Hirtle Callaghan & Co
Pennsylvania
$96K – – –
CFN
913
Cordasco Financial Network
Florida
$96K – – –
HSA
914
Hussman Strategic Advisors
Maryland
$96K – – –
BAM
915
Brave Asset Management
New Jersey
$96K – – –
PMFA
916
Plante Moran Financial Advisors
Michigan
$87K -$197K -8,280 -69%
WEC
917
Winslow Evans & Crocker
Massachusetts
$86K – – –
W
918
Wealthfront
California
$83K +$83K +3,480 New
FQ
919
First Quadrant
California
$76K – – –
AWM
920
Avior Wealth Management
Nebraska
$76K +$76K +3,200 New
OIA
921
Optimum Investment Advisors
Illinois
$74K – – –
FWM
922
Focused Wealth Management
New York
$71K +$384 +16 +0.5%
ST
923
SpiderRock Trading
Illinois
$69K -$20K – –
PO
924
Private Ocean
California
$69K – – –
PAS
925
Partnervest Advisory Services
California
$64K -$3.84K -160 -6%
35 36
37
38 39