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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
NCM
1151
New Capital Management
Texas
$45K
PCTC
1152
Perkins Coie Trust Company
Washington
$45K
BIMC
1153
Benson Investment Management Company
Virginia
$44K
BL
1154
Balentine LLC
Georgia
$42K +$4.4K +140 +12%
CWM
1155
Catamount Wealth Management
Connecticut
$39K
GAM
1156
Gemmer Asset Management
California
$37K
TDC
1157
Thompson Davis & Co
Virginia
$35K +$6.16K +196 +22%
GEA
1158
Glen Eagle Advisors
New Jersey
$34K +$126 +4 +0.4%
TCM
1159
Tradewinds Capital Management
Washington
$33K
CYG
1160
Clean Yield Group
Vermont
$32K +$31.4K +1,000 New
BC
1161
Barnett & Company
Tennessee
$31K
FAM
1162
Fred Alger Management
New York
$30K -$3.52K -112 -11%
CFD
1163
Creative Financial Designs
Indiana
$29K -$15.2K -484 -35%
CIA
1164
Cascade Investment Advisors
Oregon
$27.6K +$27K +860 New
ED
1165
Exane Derivatives
France
$27.6K +$26.9K +856 +21,400%
AA
1166
Apriem Advisors
California
$26K
CG
1167
Cutler Group
California
$25K -$124K -3,952 -83%
TWA
1168
TCI Wealth Advisors
Arizona
$25K -$7.42K -236 -23%
LJHT
1169
Laurie J. Hall Trustee
$24.8K
LD
1170
Lipe & Dalton
New York
$22K
PFO
1171
Pathstone Family Office
New Jersey
$22K +$21.6K +688 New
SIAP
1172
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K
TFO
1173
Tarbox Family Office
California
$21K
AOWM
1174
Alpha Omega Wealth Management
Virginia
$20K
CAL
1175
Capital Advisors Ltd
Ohio
$20K

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.