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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$312M
2
Bank of America
Bank of America
North Carolina
$1.25B
3
WBC
Westpac Banking Corp
Australia
$7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.82B
5
State Street
State Street
Massachusetts
$3.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1051
Segment Wealth Management
Texas
$232K – – –
GJIC
1052
Gamble Jones Investment Counsel
California
$232K +$6.46K +184 +3%
FI
1053
FormulaFolio Investments
Michigan
$229K -$50.2K -1,436 -18%
AWM
1054
Altavista Wealth Management
North Carolina
$228K – – –
FNBSF
1055
First National Bank Sioux Falls
South Dakota
$228K – – –
CCMD
1056
Cypress Capital Management (Delaware)
Delaware
$228K +$228K +6,500 New
MWP
1057
MYCIO Wealth Partners
Pennsylvania
$228K +$228K +6,516 New
SNT
1058
Security National Trust
West Virginia
$227K -$14K -400 -6%
CS
1059
Comerica Securities
Michigan
$224K -$41.3K -1,176 -16%
IFS
1060
Ifrah Financial Services
Arkansas
$224K – – –
BFIC
1061
Bedell Frazier Investment Counselling
California
$224K – – –
FCFC
1062
First Commonwealth Financial Corp
Pennsylvania
$224K +$224K +6,396 New
4IG
1063
440 Investment Group
Kansas
$223K -$58.6K -1,676 -21%
BO
1064
Bank OZK
Arkansas
$223K – – –
HDIM
1065
Hanson & Doremus Investment Management
Vermont
$222K -$4.91K -140 -2%
AAM
1066
Aureus Asset Management
Massachusetts
$222K – – –
KC
1067
Kingfisher Capital
North Carolina
$220K -$561 -16 -0.3%
SFA
1068
Stewardship Financial Advisors
Georgia
$220K – – –
TCA
1069
Tortoise Capital Advisors
Kansas
$219K +$167K +4,784 +325%
AIM
1070
Advantage Investment Management
Iowa
$216K +$20.3K +580 +10%
PL
1071
Plancorp LLC
Missouri
$216K +$216K +6,164 New
TSW
1072
Thompson Siegel & Walmsley
Virginia
$215K +$79.1K +2,256 +58%
FAM
1073
Formidable Asset Management
Ohio
$214K -$10.7K -304 -5%
LCM
1074
Logan Capital Management
Pennsylvania
$213K +$213K +6,088 New
AWM
1075
AE Wealth Management
Kansas
$211K +$211K +6,020 New
41 42
43
44 45