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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,411 hedge funds and large institutions have $61.3B invested in NextEra Energy, Inc. in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 537 increasing their positions, 515 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,411
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
32.35%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.96%
New
88
Increased
537
Reduced
515
Closed
81
Calls
$292M
Puts
$231M
Net Calls
+$60.6M
Net Calls Change
+$94.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$506M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$223M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
Goldman Sachs
Goldman Sachs
New York
+$97.1M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$177M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$117M
4
UBS Group
UBS Group
Switzerland
-$106M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
976
Godshalk Welsh Capital Management
Pennsylvania
$493K – – –
NAM
977
North American Management
Massachusetts
$492K – – –
MMG
978
Monetary Management Group
Missouri
$490K +$50.1K +1,200 +11%
MFT
979
Moisand Fitzgerald Tamayo
Florida
$488K – – –
WKWM
980
Walter & Keenan Wealth Management
Indiana
$487K – – –
BEAM
981
Baker Ellis Asset Management
Washington
$482K – – –
FWCM
982
First Western Capital Management
California
$482K +$62.3K +1,492 +15%
OPCM
983
Osborne Partners Capital Management
California
$482K +$89.2K +2,136 +23%
SFG
984
Summit Financial Group
West Virginia
$479K – – –
BCM
985
Breiter Capital Management
Florida
$478K +$2.67K +64 +0.6%
CF
986
Centaurus Financial
California
$476K +$165K +3,952 +53%
SC
987
Slow Capital
California
$475K -$65.3K -1,564 -12%
GD
988
Grandfield & Dodd
New York
$475K -$17K -408 -3%
HCM
989
Hall Capital Management
Rhode Island
$473K -$3.34K -80 -0.7%
MCP
990
Mirador Capital Partners
California
$473K – – –
LIC
991
Lodestar Investment Counsel
Illinois
$472K – – –
MMPW
992
Mitchell McLeod Pugh & Williams
Alabama
$471K +$23.9K +572 +5%
BW
993
Bison Wealth
Georgia
$471K +$78.7K +1,884 +20%
SM
994
Sciencast Management
New Jersey
$469K -$1.15M -27,004 -71%
MSS
995
Mitchell Sinkler & Starr
Pennsylvania
$469K +$469K +11,220 New
BPC
996
Banque Pictet & Cie
Switzerland
$468K – – –
SGAM
997
Steinberg Global Asset Management
Florida
$467K – – –
DLHL
998
Donald L. Hagan LLC
Florida
$465K +$3.84K +92 +0.8%
MCA
999
Mercer Capital Advisers
New Jersey
$461K -$33.4K -800 -7%
DAM
1000
Delta Asset Management
Tennessee
$458K +$3K +72 +0.7%
38 39
40
41 42