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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 %
FSA
951
Franklin Street Advisors
North Carolina
$563K -$75.6K -1,804 -12%
SWM
952
Segment Wealth Management
Texas
$563K +$20.9K +500 +4%
MMPW
953
Mitchell McLeod Pugh & Williams
Alabama
$562K +$89.9K +2,148 +19%
SBSB
954
Sullivan, Bruyette, Speros & Blaney
Virginia
$561K +$503 +12 +0.1%
Carson Wealth (CWM LLC)
955
Carson Wealth (CWM LLC)
Nebraska
$560K +$58.9K +1,404 +12%
BFA
956
Beaumont Financial Advisors
Massachusetts
$558K -$55.2K -1,316 -9%
IIM
957
Ipswich Investment Management
Massachusetts
$558K +$558K +13,320 New
SXL
958
Summit X LLC
Missouri
$557K +$557K +13,316 New
AIP
959
Almanack Investment Partners
Pennsylvania
$556K +$92.2K +2,124 +20%
PCMK
960
Paragon Capital Management (Kansas)
Kansas
$553K -$30.1M -717,320 -98%
KOCAA
961
Knights of Columbus Asset Advisors
Connecticut
$553K – – –
PP
962
PDS Planning
Ohio
$553K +$16.4K +392 +3%
CGT
963
Capital Guardian Trust
California
$552K +$43.4K +1,036 +9%
CT
964
Chicago Trust
Illinois
$551K -$12.6K -300 -2%
NP
965
Ninepoint Partners
Ontario, Canada
$549K – – –
MIC
966
Meridian Investment Counsel
California
$547K – – –
SP
967
Successful Portfolios
Florida
$544K -$335 -8 -0.1%
SFA
968
Sequoia Financial Advisors
Ohio
$540K +$168 +4 +0%
BWM
969
Buckley Wealth Management
Nevada
$539K -$1.68K -40 -0.3%
MCM
970
McMillion Capital Management
North Carolina
$539K -$1.01K -24 -0.2%
AP
971
Appleton Partners
Massachusetts
$538K – – –
MCM
972
Mitchell Capital Management
Kansas
$532K +$532K +12,708 New
BCWM
973
Bartlett & Co Wealth Management
Ohio
$530K -$40.4K -964 -7%
BC
974
Bartlett & Co
Ohio
$530K -$40.4K -964 -7%
SC
975
SRB Corp
Massachusetts
$529K – – –
37 38
39
40 41