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NextEra Energy
NEE

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: 30 → 31 (+1)

2% more funds holding

Funds holding: 1,183 → 1,208 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.62B
2
Goldman Sachs
Goldman Sachs
New York
+$610M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$434M
4
APG Asset Management
APG Asset Management
Netherlands
+$106M
5
Bank of America
Bank of America
North Carolina
+$69.1M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$296M
2
Millennium Management
Millennium Management
New York
-$149M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$108M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$108M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$91.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
1051
Knights of Columbus Asset Advisors
Connecticut
$218K +$214K +6,800 New
SIA
1052
Starfire Investment Advisers
Michigan
$218K +$210K +6,680 New
FAM
1053
Formidable Asset Management
Ohio
$216K +$202K +6,412 New
NWP
1054
Northstar Wealth Partners
Connecticut
$215K +$207K +6,588 New
CAW
1055
Cornerstone Advisors (Washington)
Washington
$213K -$755 -24 -0.4%
AAM
1056
Aureus Asset Management
Massachusetts
$213K +$199K +6,332 New
SWM
1057
Segment Wealth Management
Texas
$213K +$208K +6,628 New
WIP
1058
Wellesley Investment Partners
Massachusetts
$212K +$209K +6,632 New
MSR
1059
Main Street Research
Connecticut
$211K -$43.1K -1,372 -17%
FNBSF
1060
First National Bank Sioux Falls
South Dakota
$209K +$204K +6,500 New
AWM
1061
Altavista Wealth Management
North Carolina
$209K +$205K +6,508 New
HDIM
1062
Hanson & Doremus Investment Management
Vermont
$208K -$11.3K -360 -5%
CCM
1063
Catawba Capital Management
Virginia
$208K +$204K +6,480 New
SCM
1064
Sterling Capital Management
North Carolina
$207K +$203K +6,460 New
GJIC
1065
Gamble Jones Investment Counsel
California
$206K -$124K -3,932 -38%
BFIC
1066
Bedell Frazier Investment Counselling
California
$205K +$201K +6,400 New
IFS
1067
Ifrah Financial Services
Arkansas
$205K +$201K +6,400 New
BO
1068
Bank OZK
Arkansas
$204K +$200K +6,360 New
AG
1069
Appleton Group
Wisconsin
$202K +$197K +6,280 New
SFA
1070
Stewardship Financial Advisors
Georgia
$202K +$198K +6,288 New
KC
1071
Kingfisher Capital
North Carolina
$202K +$198K +6,292 New
OC
1072
Oarsman Capital
Wisconsin
$200K +$196K +6,244 New
ACM
1073
Armbruster Capital Management
New York
$196K – – –
PCMM
1074
Private Capital Management (Minnesota)
Minnesota
$193K -$101K -3,200 -35%
RCG
1075
Ruggie Capital Group
Florida
$191K +$188K +5,964 New
41 42
43
44 45

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.