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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,433 hedge funds and large institutions have $61.9B invested in NextEra Energy, Inc. in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 541 increasing their positions, 520 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+22
Holders Change %
+1.56%
% of All Funds
32.81%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.73%
New
83
Increased
541
Reduced
520
Closed
50
Calls
$225M
Puts
$208M
Net Calls
+$16.5M
Net Calls Change
-$44.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
2
Capital International Investors
Capital International Investors
California
+$143M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$137M
4
Morgan Stanley
Morgan Stanley
New York
+$133M
5
BlackRock
BlackRock
New York
+$116M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$150M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$143M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$104M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$90.3M
5
BG
Bahl & Gaynor
Ohio
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
901
Balasa Dinverno & Foltz
$663K +$90.8K +2,168 +16%
FHA
902
Flagship Harbor Advisors
Massachusetts
$660K +$4.84K +116 +0.7%
CWM
903
Chesapeake Wealth Management
Virginia
$658K -$3.35K -80 -0.5%
LWCFA
904
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$651K -$98.1K -2,340 -13%
PGIM
905
Pacific Global Investment Management
California
$643K +$6.03K +144 +0.9%
BWL
906
Bogart Wealth LLC
Virginia
$643K +$40.5K +968 +7%
MA
907
Mutual Advisors
Nebraska
$641K +$41.6K +992 +7%
HL
908
HeadInvest LLC
Maine
$639K -$41.9K -1,000 -6%
ECM
909
EagleClaw Capital Management
Massachusetts
$634K – – –
HH
910
Hilltop Holdings
Texas
$632K +$20.6K +492 +3%
NAM
911
NTV Asset Management
West Virginia
$629K – – –
MFG
912
Merit Financial Group
Georgia
$627K +$243K +5,816 +63%
SWA
913
Sutton Wealth Advisors
Florida
$624K – – –
KP
914
Keel Point
Alabama
$623K +$41.6K +992 +7%
PL
915
Perpetual Ltd
Australia
$620K – – –
FHA
916
First Horizon Advisors
Tennessee
$620K +$51.3K +1,224 +9%
WIC
917
Whitegate Investment Counselors
New Hampshire
$618K -$109K -2,600 -15%
SCM
918
Southport Capital Management
Tennessee
$618K +$98.7K +2,356 +19%
WA
919
WealthTrust Axiom
Pennsylvania
$617K – – –
NAMP
920
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$616K -$15.9K -380 -3%
AWM
921
Altium Wealth Management
New York
$616K +$69.5K +1,660 +13%
CL
922
Choreo LLC
Illinois
$609K -$17.1K -408 -3%
SRSA
923
S.R. Schill & Associates
Washington
$608K – – –
LFG
924
LifePlan Financial Group
Ohio
$606K – – –
ST
925
Sabal Trust
Florida
$603K -$25K -596 -4%
35 36
37
38 39