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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
KPCM
1001
Kings Point Capital Management
New York
$258K -$2.43M -77,236 -91%
SFP
1002
Shepherd Financial Partners
Massachusetts
$258K +$5.41K +172 +2%
4IG
1003
440 Investment Group
Kansas
$258K +$253K +8,052 New
BCA
1004
Bernzott Capital Advisors
California
$257K
BT
1005
Brandywine Trust
Delaware
$257K
CPIG
1006
Chicago Partners Investment Group
Illinois
$257K
FI
1007
FormulaFolio Investments
Michigan
$256K +$17.9K +568 +8%
PMFA
1008
Plante Moran Financial Advisors
Michigan
$255K -$503 -16 -0.2%
CD
1009
Carl Domino
Florida
$254K -$50.8K -1,616 -17%
ANTB
1010
AMG National Trust Bank
Colorado
$254K
EB
1011
Eastern Bank
Massachusetts
$254K +$4.4K +140 +2%
BAM
1012
Berkshire Asset Management
Pennsylvania
$254K +$27.9K +888 +13%
HA
1013
Hays Advisory
Tennessee
$253K +$24.6K +784 +11%
IIM
1014
Ipswich Investment Management
Massachusetts
$250K
HCM
1015
Hollencrest Capital Management
California
$250K +$7.04K +224 +3%
CCM
1016
Cribstone Capital Management
Maine
$250K +$86.1K +2,740 +55%
LC
1017
LCNB Corp
Ohio
$247K
HW
1018
Hancock Whitney
Mississippi
$246K -$8.8K -280 -4%
FM
1019
Foster & Motley
Ohio
$245K -$22.5K -716 -9%
LIA
1020
LBMC Investment Advisors
Tennessee
$243K
RP
1021
Riverbridge Partners
Minnesota
$243K
CS
1022
Comerica Securities
Michigan
$243K +$3.14K +100 +1%
GAM
1023
Gould Asset Management
California
$242K +$17K +540 +8%
GLA
1024
Good Life Advisors
Pennsylvania
$242K +$232K +7,388 New
BCP
1025
Berkeley Capital Partners
Georgia
$241K +$236K +7,504 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.