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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,433 hedge funds and large institutions have $61.9B invested in NextEra Energy, Inc. in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 541 increasing their positions, 520 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+22
Holders Change %
+1.56%
% of All Funds
32.81%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.73%
New
83
Increased
541
Reduced
520
Closed
50
Calls
$225M
Puts
$208M
Net Calls
+$16.5M
Net Calls Change
-$44.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
2
Capital International Investors
Capital International Investors
California
+$143M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$137M
4
Morgan Stanley
Morgan Stanley
New York
+$133M
5
BlackRock
BlackRock
New York
+$116M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$150M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$143M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$104M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$90.3M
5
BG
Bahl & Gaynor
Ohio
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
1001
Baker Ellis Asset Management
Washington
$484K – – –
OPCM
1002
Osborne Partners Capital Management
California
$483K – – –
CWA
1003
Clarus Wealth Advisors
Arizona
$481K +$63.8K +1,524 +15%
SFG
1004
Summit Financial Group
West Virginia
$480K – – –
BCM
1005
Breiter Capital Management
Florida
$479K – – –
GD
1006
Grandfield & Dodd
New York
$477K – – –
MCP
1007
Mirador Capital Partners
California
$474K – – –
LIC
1008
Lodestar Investment Counsel
Illinois
$473K – – –
MSS
1009
Mitchell Sinkler & Starr
Pennsylvania
$470K – – –
STMM
1010
South Texas Money Management
Texas
$467K -$137K -3,268 -23%
DLHL
1011
Donald L. Hagan LLC
Florida
$466K – – –
PIA
1012
Pinion Investment Advisors
Kansas
$466K +$35K +836 +8%
AAIM
1013
Asset Advisors Investment Management
Georgia
$464K +$464K +11,068 New
MCA
1014
Mercer Capital Advisers
New Jersey
$463K – – –
MFT
1015
Moisand Fitzgerald Tamayo
Florida
$460K -$29.9K -712 -6%
DAM
1016
Delta Asset Management
Tennessee
$460K – – –
CFA
1017
Carroll Financial Associates
North Carolina
$460K +$11.1K +264 +2%
SAM
1018
Summit Asset Management
Tennessee
$457K – – –
PCG
1019
Private Capital Group
Connecticut
$457K +$17.4K +416 +4%
GHAM
1020
Gilman Hill Asset Management
Connecticut
$456K +$50.3K +1,200 +12%
SFM
1021
Signet Financial Management
New Jersey
$454K +$9.55K +228 +2%
SAM
1022
Symphony Asset Management
California
$453K -$528K -12,600 -54%
RCA
1023
Rowland Carmichael Advisors
Arizona
$453K – – –
HAIM
1024
Hunter Associates Investment Management
Pennsylvania
$453K – – –
CPIG
1025
Chicago Partners Investment Group
Illinois
$449K +$45.1K +1,044 +11%
39 40
41
42 43