We are live on ! Find out more
NEE icon

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
AIM
1076
Advantage Investment Management
Iowa
$179K -$8.3K -264 -5%
BWM
1077
Baystate Wealth Management
Massachusetts
$174K +$55.5K +1,764 +49%
BBHC
1078
Brown Brothers Harriman & Co
New York
$173K +$111K +3,532 +191%
NSB
1079
Norway Savings Bank
Maine
$172K +$2.26K +72 +1%
AIP
1080
Almanack Investment Partners
Pennsylvania
$169K -$61.1K -1,944 -27%
VIA
1081
Vantage Investment Advisors
Pennsylvania
$169K
RIM
1082
Rampart Investment Management
Connecticut
$165K +$162K +5,148 New
PB
1083
Pinnacle Bancorp
Nebraska
$161K +$158K +5,016 New
FIB
1084
First Interstate Bank
Montana
$160K
WEC
1085
Winslow Evans & Crocker
Massachusetts
$160K
OSNBOA
1086
Old Second National Bank of Aurora
Illinois
$154K
BRC
1087
Bell Rock Capital
Delaware
$153K
VCM
1088
Vigilant Capital Management
Maine
$151K
HWM
1089
Holloway Wealth Management
Florida
$149K
DSC
1090
Duncker Streett & Co
Missouri
$141K +$252 +8 +0.2%
JGIA
1091
Jackson Grant Investment Advisers
Connecticut
$139K
LWM
1092
LBA Wealth Management
Florida
$137K
CPA
1093
Clear Perspective Advisors
Illinois
$136K
MBT
1094
Monroe Bank & Trust
Michigan
$135K
MCM
1095
Manchester Capital Management
Vermont
$131K
SIM
1096
Sonora Investment Management
Arizona
$131K
BTIS
1097
BB&T Investment Services
North Carolina
$129K +$20.2K +644 +19%
HIIFS
1098
Harel Insurance Investments & Financial Services
Israel
$128K -$85.5K -2,720 -41%
CFN
1099
Cordasco Financial Network
Florida
$128K
HSA
1100
Hussman Strategic Advisors
Maryland
$128K

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.