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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
BCM
901
BlueCrest Capital Management
Jersey
$381K +$373K +11,872 New
MCA
902
Mercer Capital Advisers
New Jersey
$379K
NAM
903
North American Management
Massachusetts
$378K
MLL
904
Moody Lynn & Lieberson
Massachusetts
$378K +$121K +3,860 +49%
BKA
905
Brick & Kyle Associates
Pennsylvania
$374K -$18.9K -600 -5%
WKWM
906
Walter & Keenan Wealth Management
Indiana
$374K
AWA
907
ARS Wealth Advisors
Florida
$373K +$365K +11,620 New
HAIM
908
Hunter Associates Investment Management
Pennsylvania
$372K -$13K -412 -3%
CA
909
Clearstead Advisors
Ohio
$372K +$66K +2,100 +22%
BEAM
910
Baker Ellis Asset Management
Washington
$371K
BB
911
Bell Bank
North Dakota
$370K -$13.6K -432 -4%
CFA
912
Carroll Financial Associates
North Carolina
$370K +$17.6K +560 +5%
CFP
913
Cornerstone Financial Partners
North Carolina
$369K +$42.4K +1,348 +13%
HTHT
914
Hemenway Trust Hemenway Trust
New Hampshire
$362K -$37.7K -1,200 -10%
MCP
915
Mirador Capital Partners
California
$359K +$352K +11,200 New
CL
916
CPWM LLC
Washington
$357K -$14K -444 -4%
SBSB
917
Sullivan, Bruyette, Speros & Blaney
Virginia
$356K -$7.04K -224 -2%
FHA
918
Flagship Harbor Advisors
Massachusetts
$355K +$3.27K +104 +1%
ARMT
919
Amica Retiree Medical Trust
Rhode Island
$354K
GC
920
Grimes & Company
Massachusetts
$354K
BAM
921
Barrett Asset Management
New York
$354K +$79.9K +2,540 +30%
DLHL
922
Donald L. Hagan LLC
Florida
$353K +$252 +8 +0.1%
SFSG
923
Stearns Financial Services Group
North Carolina
$350K -$49K -1,560 -13%
IWM
924
IHT Wealth Management
Illinois
$349K +$16.9K +536 +5%
BO
925
BRR OpCo
Ohio
$348K +$18.9K +600 +6%

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.