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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
FA
1026
Fortis Advisors
Pennsylvania
$239K +$234K +7,444 New
NFG
1027
Next Financial Group
Texas
$238K -$324K -10,308 -59%
SWM
1028
SVA Wealth Management
Wisconsin
$237K -$50.3K -1,600 -18%
CSM
1029
CAMG Solamere Management
North Carolina
$237K
PAM
1030
Palisade Asset Management
Minnesota
$236K
CC
1031
Cornerstone Capital
California
$234K +$230K +7,300 New
AssetMark Inc
1032
AssetMark Inc
California
$233K +$8.18K +260 +4%
CMBA
1033
C.M. Bidwell & Associates
Hawaii
$233K +$228K +7,260 New
HKIM
1034
Hayek Kallen Investment Management
Alabama
$232K
GLI
1035
Guardian Life Insurance
New York
$231K +$1.51K +48 +0.7%
AW
1036
Alpha Windward
Massachusetts
$230K +$503 +16 +0.2%
BWM
1037
BerganKDV Wealth Management
Minnesota
$229K -$3.27K -104 -1%
DY
1038
Dowling & Yahnke
California
$228K +$1.13K +36 +0.5%
ZIC
1039
ZWJ Investment Counsel
Georgia
$228K +$223K +7,108 New
BCM
1040
BTC Capital Management
Iowa
$226K -$6.29K -200 -3%
LOAMS
1041
Lombard Odier Asset Management (Switzerland)
Switzerland
$222K +$217K +6,908 New
SNT
1042
Security National Trust
West Virginia
$221K -$2.52K -80 -1%
QCG
1043
Quadrant Capital Group
Ohio
$221K +$7.92K +252 +4%
CG
1044
Colony Group
Massachusetts
$220K -$62.9K -2,000 -23%
MIM
1045
Marco Investment Management
Georgia
$220K +$215K +6,848 New
SWA
1046
Sutton Wealth Advisors
Florida
$219K
PHK
1047
Point72 Hong Kong
Hong Kong
$219K -$42.8K -1,360 -17%
KIC
1048
Keating Investment Counselors
Florida
$218K -$37.7K -1,200 -15%
BFA
1049
Beaumont Financial Advisors
Massachusetts
$218K +$214K +6,796 New
MWM
1050
Mission Wealth Management
California
$218K +$214K +6,796 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.