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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
MA
951
MCF Advisors
Kentucky
$319K +$93.2K +2,964 +43%
SSW
952
Smith Shellnut Wilson
Mississippi
$318K -$57.3K -1,824 -16%
SFG
953
SevenBridge Financial Group
Pennsylvania
$315K -$143K -4,564 -32%
PCM
954
Pointe Capital Management
Michigan
$314K +$308K +9,792 New
MMG
955
Monetary Management Group
Missouri
$313K -$50.3K -1,600 -14%
LNC
956
Lincoln National Corp
Pennsylvania
$313K +$307K +9,760 New
TCM
957
Telos Capital Management
California
$312K -$5.91K -188 -2%
HCMT
958
Highland Capital Management (Tennessee)
Tennessee
$312K +$18.2K +580 +6%
MBTD
959
Mechanics Bank - Trust Department
California
$312K +$21.9K +696 +8%
B
960
Bailard
California
$310K
BC
961
Bartlett & Co
Ohio
$309K -$20.1K -640 -6%
BDF
962
Balasa Dinverno & Foltz
$307K +$8.18K +260 +3%
VNA
963
VNBTrust National Association
Virginia
$302K -$50.3K -1,600 -15%
1IA
964
1834 Investment Advisors
Wisconsin
$300K -$176K -5,600 -37%
SC
965
Schulhoff & Co
Ohio
$298K +$6.29K +200 +2%
FMW
966
Farr Miller & Washington
District of Columbia
$297K -$69.2K -2,200 -19%
IT
967
Independence Trust
Tennessee
$297K -$20.6K -656 -7%
CAM
968
Covenant Asset Management
New Jersey
$297K
DIA
969
Denver Investment Advisors
Colorado
$295K -$968K -30,800 -77%
AIS
970
American Investment Services
Massachusetts
$295K
DG
971
Davidson & Garrard
Virginia
$295K +$71.7K +2,280 +33%
OCM
972
Orleans Capital Management
Louisiana
$292K
SCI
973
Stableford Capital II
Arizona
$292K +$286K +9,088 New
DW
974
Domani Wealth
Pennsylvania
$289K
ACP
975
Ashfield Capital Partners
California
$289K +$283K +9,000 New

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.