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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
VCM
976
Versant Capital Management
Arizona
$287K -$503 -16 -0.2%
AIM
977
Artemis Investment Management
United Kingdom
$287K
FFA
978
First Foundation Advisors
California
$283K -$37.9K -1,204 -12%
PTCG
979
Pring Turner Capital Group
California
$282K -$5.03K -160 -2%
EGA
980
Eagle Global Advisors
Texas
$282K
BFIM
981
Beese Fulmer Investment Management
Ohio
$282K +$1.64K +52 +0.6%
GWA
982
Guidant Wealth Advisors
Illinois
$281K +$271K +8,608 New
DE
983
Day & Ennis
Georgia
$279K +$1.76K +56 +0.6%
MHIC
984
Marble Harbor Investment Counsel
Massachusetts
$278K
AWP
985
Ascent Wealth Partners
New York
$276K
SGAM
986
Steinberg Global Asset Management
Florida
$275K
BCB
987
Brian C. Broderick
$274K -$12.6K -400 -4%
EA
988
Edge Advisors
Georgia
$274K +$116K +3,692 +76%
HCA
989
Harbour Capital Advisors
Virginia
$272K +$267K +8,480 New
FMLI
990
Fukoku Mutual Life Insurance
Japan
$270K -$25.2K -800 -9%
CWM
991
Cornerstone Wealth Management
Missouri
$268K +$258K +8,200 New
AAC
992
Asset Advisors Corp
Georgia
$264K
RWP
993
RWA Wealth Partners
Massachusetts
$264K +$259K +8,228 New
NFA
994
Nuveen Fund Advisors
Illinois
$262K -$17.5K -556 -6%
SMC
995
Smith, Moore & Co
Missouri
$262K
ACM
996
Argyle Capital Management
Pennsylvania
$261K
RB
997
Rodgers Brothers
Pennsylvania
$261K +$4.15K +132 +2%
TCM
998
Tufton Capital Management
Maryland
$259K -$629 -20 -0.2%
CAM
999
Concorde Asset Management
Michigan
$259K +$14.2K +452 +6%
WDL
1000
Well Done LLC
Michigan
$259K +$39K +1,240 +18%

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.