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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,221 hedge funds and large institutions have $50.6B invested in NextEra Energy, Inc. in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 438 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+15
Holders Change %
+1.24%
% of All Funds
30.49%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.87%
New
87
Increased
438
Reduced
452
Closed
58
Calls
$213M
Puts
$139M
Net Calls
+$74M
Net Calls Change
+$91.5M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$252M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.79B
3
Deutsche Bank
Deutsche Bank
Germany
$1.16B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$207M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$312M
2
Bank of America
Bank of America
North Carolina
$1.25B
3
WBC
Westpac Banking Corp
Australia
$7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.82B
5
State Street
State Street
Massachusetts
$3.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
1001
Mackenzie Financial
Ontario, Canada
$281K +$281K +8,008 New
DG
1002
Davidson & Garrard
Virginia
$280K -$42K -1,200 -13%
BCA
1003
Bernzott Capital Advisors
California
$280K – – –
BT
1004
Brandywine Trust
Delaware
$280K – – –
KACA
1005
Kayne Anderson Capital Advisors
California
$280K +$280K +8,000 New
SFP
1006
Shepherd Financial Partners
Massachusetts
$278K – – –
EB
1007
Eastern Bank
Massachusetts
$278K – – –
CD
1008
Carl Domino
Florida
$277K – – –
ANTB
1009
AMG National Trust Bank
Colorado
$277K – – –
CCM
1010
Cribstone Capital Management
Maine
$272K – – –
MWM
1011
Mission Wealth Management
California
$272K +$33.8K +964 +14%
FMWA
1012
Forvis Mazars Wealth Advisors
Missouri
$272K +$272K +7,768 New
TIM
1013
Thornburg Investment Management
New Mexico
$269K -$284K -8,116 -51%
HW
1014
Hancock Whitney
Mississippi
$269K – – –
CBU
1015
CIBC Bank USA
Illinois
$269K +$269K +7,684 New
LIA
1016
LBMC Investment Advisors
Tennessee
$266K – – –
GAM
1017
Gould Asset Management
California
$264K – – –
FWM
1018
Focused Wealth Management
New York
$264K +$168K +4,796 +175%
BCP
1019
Berkeley Capital Partners
Georgia
$263K – – –
NFA
1020
Nuveen Fund Advisors
Illinois
$261K -$25.2K -720 -9%
CSM
1021
CAMG Solamere Management
North Carolina
$261K -$281 -8 -0.1%
FA
1022
Fortis Advisors
Pennsylvania
$261K – – –
DY
1023
Dowling & Yahnke
California
$261K +$11.2K +320 +4%
SC
1024
Schulhoff & Co
Ohio
$259K -$65.7K -1,880 -20%
SWM
1025
SVA Wealth Management
Wisconsin
$259K – – –
39 40
41
42 43