NEE icon

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

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$312M
2
Bank of America
2
Bank of America
North Carolina
$1.25B
3
WBC
3
Westpac Banking Corp
Australia
$7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.82B
5
State Street
5
State Street
Massachusetts
$3.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1026
Palisade Asset Management
Minnesota
$257K – – –
MWAC
1027
Mariner Wealth Advisors (Cincinnati)
Ohio
$251K -$255K -7,264 -50%
BWM
1028
BerganKDV Wealth Management
Minnesota
$249K – – –
CC
1029
Cornerstone Capital
California
$247K -$9.12K -260 -4%
AW
1030
Alpha Windward
Massachusetts
$246K -$5.32K -152 -2%
BTIS
1031
BB&T Investment Services
North Carolina
$246K +$101K +2,752 +69%
BCM
1032
BTC Capital Management
Iowa
$245K – – –
HCM
1033
Hollencrest Capital Management
California
$244K -$28K -800 -10%
IC
1034
Inverness Counsel
New York
$243K +$243K +6,924 New
LOAMS
1035
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K – – –
PMFA
1036
Plante Moran Financial Advisors
Michigan
$241K -$37.9K -1,080 -14%
MIM
1037
Marco Investment Management
Georgia
$240K – – –
GLA
1038
Good Life Advisors
Pennsylvania
$239K -$23.6K -664 -9%
ACM
1039
Armbruster Capital Management
New York
$239K +$26K +744 +12%
NFG
1040
Next Financial Group
Texas
$238K -$12.2K -348 -5%
KIC
1041
Keating Investment Counselors
Florida
$238K – – –
CGA
1042
Crescent Grove Advisors
Illinois
$238K +$238K +6,800 New
CCM
1043
Catawba Capital Management
Virginia
$236K +$9.37K +268 +4%
SIA
1044
Starfire Investment Advisers
Michigan
$234K – – –
LCM
1045
Liberty Capital Management
Michigan
$234K +$141K +4,000 +152%
PHAM
1046
Palisades Hudson Asset Management
Florida
$234K +$234K +6,672 New
WIP
1047
Wellesley Investment Partners
Massachusetts
$233K +$980 +28 +0.4%
RW
1048
Rand Wealth
Maryland
$233K +$233K +6,656 New
CAW
1049
Cornerstone Advisors (Washington)
Washington
$232K – – –
SWM
1050
Segment Wealth Management
Texas
$232K – – –
40 41
42
43 44