We are live on ! Find out more
NEE icon

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
RCA
926
Rowland Carmichael Advisors
Arizona
$347K -$296K -9,400 -47%
ARMC
927
American Research & Management Company
Massachusetts
$347K
DAM
928
Delta Asset Management
Tennessee
$347K
CCT
929
Chemung Canal Trust
New York
$346K -$5.03K -160 -1%
SI
930
Sprott Inc
Ontario, Canada
$342K -$25.2K -800 -7%
MMPW
931
Mitchell McLeod Pugh & Williams
Alabama
$342K -$5.41K -172 -2%
SWA
932
SFMG Wealth Advisors
Texas
$341K
FCB
933
First Command Bank
Texas
$338K
FCFS
934
First Command Financial Services
Texas
$338K
RP
935
Rowlandmiller & Partners
Georgia
$337K -$5.03K -160 -2%
G
936
GenTrust
Florida
$336K -$165K -5,248 -33%
IWA
937
Inspirion Wealth Advisors
Illinois
$336K
CWP
938
Capital Wealth Planning
Florida
$334K
AGM
939
Alpine Global Management
New York
$332K +$325K +10,336 New
SBIA
940
Sheaff Brock Investment Advisors
Indiana
$331K +$12.7K +404 +4%
LIC
941
Lodestar Investment Counsel
Illinois
$331K +$88K +2,800 +37%
CGT
942
Capital Guardian Trust
California
$329K
MPI
943
Mairs & Power Inc
Minnesota
$328K
LDB
944
Lee, Danner & Bass
Tennessee
$325K -$21.4K -680 -6%
SIG
945
Schaller Investment Group
North Carolina
$325K
MHS
946
M Holdings Securities
Oregon
$321K -$156K -4,968 -33%
NME
947
Notis-McConarty Edward
$321K
OPCM
948
Osborne Partners Capital Management
California
$321K
OC
949
Oakworth Capital
Alabama
$320K +$25.2K +800 +9%
FMTCOCP
950
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$319K

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.