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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,181 hedge funds and large institutions have $43.3B invested in NextEra Energy, Inc. in 2016 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 407 increasing their positions, 449 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+39
Holders Change %
+3.42%
% of All Funds
29.57%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
140
Increased
407
Reduced
449
Closed
85
Calls
$170M
Puts
$224M
Net Calls
-$53.7M
Net Calls Change
-$2.64M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$419M
2
Franklin Resources
Franklin Resources
California
+$331M
3
Millennium Management
Millennium Management
New York
+$152M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$125M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$215M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$170M
3
MTB
Mizuho Trust & Banking
Japan
-$97.5M
4
Lazard Asset Management
Lazard Asset Management
New York
-$65.2M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BT
1001
Brandywine Trust
Delaware
$239K – – –
CPIG
1002
Chicago Partners Investment Group
Illinois
$239K – – –
MSR
1003
Main Street Research
Connecticut
$238K +$6.22K +208 +3%
HW
1004
Hancock Whitney
Mississippi
$238K +$8.01K +268 +3%
PMFA
1005
Plante Moran Financial Advisors
Michigan
$238K +$8.61K +288 +4%
MLL
1006
Moody Lynn & Lieberson
Massachusetts
$237K -$27.4K -916 -10%
MWAC
1007
Mariner Wealth Advisors (Cincinnati)
Ohio
$236K -$52.2K -1,752 -18%
ANTB
1008
AMG National Trust Bank
Colorado
$236K -$7.88K -264 -3%
PGA
1009
Portland Global Advisors
Maine
$236K – – –
IDBONY
1010
Israel Discount Bank of New York
New York
$236K +$236K +7,900 New
IIM
1011
Ipswich Investment Management
Massachusetts
$233K – – –
EB
1012
Eastern Bank
Massachusetts
$233K – – –
Fisher Asset Management
1013
Fisher Asset Management
Washington
$230K +$33K +1,104 +17%
LC
1014
LCNB Corp
Ohio
$230K +$230K +7,696 New
SFP
1015
Shepherd Financial Partners
Massachusetts
$229K +$229K +7,716 New
IWC
1016
Integrated Wealth Counsel
California
$227K – – –
LIA
1017
LBMC Investment Advisors
Tennessee
$226K – – –
RP
1018
Riverbridge Partners
Minnesota
$226K – – –
HCM
1019
Hollencrest Capital Management
California
$226K +$14.1K +472 +7%
CAM
1020
Concorde Asset Management
Michigan
$225K -$50.7K -1,708 -18%
CSM
1021
CAMG Solamere Management
North Carolina
$225K +$225K +7,440 New
LIC
1022
Lodestar Investment Counsel
Illinois
$224K – – –
CS
1023
Comerica Securities
Michigan
$223K +$1.67K +56 +0.8%
FI
1024
FormulaFolio Investments
Michigan
$222K +$222K +7,416 New
HA
1025
Harfst & Associates
Wyoming
$220K -$88.7K -2,976 -29%
39 40
41
42 43