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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,247 hedge funds and large institutions have $53B invested in NextEra Energy, Inc. in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 412 increasing their positions, 495 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+26
Holders Change %
+2.13%
% of All Funds
31.14%
Holding in Top 10
40
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+14.29%
% of All Funds
1%
New
86
Increased
412
Reduced
495
Closed
53
Calls
$160M
Puts
$225M
Net Calls
-$65.1M
Net Calls Change
-$139M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$359M
2
Morgan Stanley
Morgan Stanley
New York
+$142M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$129M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$114M
5
Deutsche Bank
Deutsche Bank
Germany
+$84M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$149M
2
TCIM
TIAA CREF Investment Management
New York
-$93.8M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$84M
4
TA
Teachers Advisors
New York
-$83.3M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$76.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
1001
Rodgers Brothers
Pennsylvania
$306K – – –
BJL
1002
Brighton Jones LLC
Washington
$305K -$1.61K -44 -0.5%
SFG
1003
Summit Financial Group
West Virginia
$303K -$22.5K -616 -7%
AAM
1004
Aureus Asset Management
Massachusetts
$303K +$70.7K +1,928 +30%
AAC
1005
Asset Advisors Corp
Georgia
$302K – – –
LWAC
1006
Laurel Wealth Advisors (California)
California
$298K -$3.37K -92 -1%
ACM
1007
Argyle Capital Management
Pennsylvania
$298K – – –
LIA
1008
LBMC Investment Advisors
Tennessee
$296K +$18K +492 +6%
DG
1009
Davidson & Garrard
Virginia
$293K – – –
BCA
1010
Bernzott Capital Advisors
California
$293K – – –
BT
1011
Brandywine Trust
Delaware
$293K – – –
CFSG
1012
Community Financial Services Group
Vermont
$293K +$293K +8,000 New
SFP
1013
Shepherd Financial Partners
Massachusetts
$292K – – –
WDL
1014
Well Done LLC
Michigan
$291K -$4.4K -120 -1%
CD
1015
Carl Domino
Florida
$290K – – –
ANTB
1016
AMG National Trust Bank
Colorado
$288K -$1.46K -40 -0.5%
BAM
1017
Belpointe Asset Management
Nevada
$286K +$286K +7,808 New
CCM
1018
Cribstone Capital Management
Maine
$284K – – –
SWM
1019
SVA Wealth Management
Wisconsin
$284K +$13.5K +368 +5%
FMWA
1020
Forvis Mazars Wealth Advisors
Missouri
$283K -$1.91K -52 -0.7%
LC
1021
LCNB Corp
Ohio
$282K -$37.4K -1,020 -12%
HW
1022
Hancock Whitney
Mississippi
$281K – – –
SMC
1023
Smith, Moore & Co
Missouri
$277K -$30.3K -828 -10%
GAM
1024
Gould Asset Management
California
$276K – – –
BCP
1025
Berkeley Capital Partners
Georgia
$275K – – –
39 40
41
42 43