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
PCP
1126
Proficio Capital Partners
Massachusetts
$76K +$13.7K +436 +25%
JIR
1127
James Investment Research
Ohio
$71K -$65.8K -2,092 -49%
OFS
1128
Orrstown Financial Services
Pennsylvania
$71K
WA
1129
Winfield Associates
Ohio
$69K -$3.77K -120 -5%
MCM
1130
MV Capital Management
Maryland
$65K
IUHSA
1131
Itau Unibanco Holding S.A.
Brazil
$65K +$63.6K +2,024 New
FPS
1132
Fieldpoint Private Securities
Connecticut
$64K +$62.9K +2,000 New
HI
1133
Hudock Inc
Pennsylvania
$61K +$377 +12 +0.6%
TCM
1134
TD Capital Management
Tennessee
$56K
RFM
1135
Royal Fund Management
Florida
$55K +$22K +700 +68%
DBT
1136
Dubuque Bank & Trust
Iowa
$54K
QAM
1137
QCI Asset Management
New York
$54K +$4.65K +148 +10%
Carson Wealth (CWM LLC)
1138
Carson Wealth (CWM LLC)
Nebraska
$52K -$5.03K -160 -9%
ADL
1139
Asset Dedication LLC
California
$51K
KTC
1140
Kistler-Tiffany Companies
Pennsylvania
$51K
AWM
1141
AllSquare Wealth Management
New York
$49K
DSN
1142
D. Scott Neal
Kentucky
$49K
HCM
1143
Highlander Capital Management
New Jersey
$49K
TIM
1144
Tortoise Investment Management
New York
$49K +$3.65K +116 +8%
HR
1145
Howe & Rusling
New York
$48K
JFA
1146
JNBA Financial Advisors
Minnesota
$47K
TCA
1147
Tortoise Capital Advisors
Kansas
$47K +$21.1K +672 +84%
RPG
1148
Risk Paradigm Group
Texas
$46.6K
CAG
1149
Crestwood Advisors Group
Massachusetts
$46K +$43.5K +1,384 New
BWA
1150
Burt Wealth Advisors
Maryland
$45K

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.