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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,411 hedge funds and large institutions have $61.3B invested in NextEra Energy, Inc. in 2018 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 537 increasing their positions, 515 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,411
Holders Change
-4
Holders Change %
-0.28%
% of All Funds
32.35%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.96%
New
88
Increased
537
Reduced
515
Closed
81
Calls
$292M
Puts
$231M
Net Calls
+$60.6M
Net Calls Change
+$94.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$506M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$223M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
Goldman Sachs
Goldman Sachs
New York
+$97.1M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$177M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$117M
4
UBS Group
UBS Group
Switzerland
-$106M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1176
Avalon Investment & Advisory
Texas
$242K – – –
FAM
1177
Foresters Asset Management
Ontario, Canada
$242K – – –
MBT
1178
Montecito Bank & Trust
California
$241K +$16.7K +400 +7%
RMDI
1179
R.M. Davis Inc
Maine
$239K -$140K -3,352 -37%
HW
1180
Hancock Whitney
Mississippi
$239K -$26.7K -640 -10%
FIM
1181
Fruth Investment Management
Texas
$238K – – –
KCM
1182
Kanawha Capital Management
Virginia
$238K – – –
ACM
1183
Armbruster Capital Management
New York
$238K +$3.85K +92 +2%
NP
1184
NorthRock Partners
Minnesota
$238K +$12.2K +292 +5%
WAM
1185
Weatherly Asset Management
California
$237K – – –
RW
1186
Rand Wealth
Maryland
$236K – – –
NWP
1187
Northstar Wealth Partners
Connecticut
$236K – – –
JGIA
1188
Jackson Grant Investment Advisers
Connecticut
$235K +$502 +12 +0.2%
BFIC
1189
Bedell Frazier Investment Counselling
California
$234K – – –
BCM
1190
BTC Capital Management
Iowa
$234K – – –
NERM
1191
New England Research & Management
Illinois
$234K – – –
KC
1192
Kingfisher Capital
North Carolina
$234K +$669 +16 +0.3%
CPO
1193
Cerity Partners OCIO
New York
$232K -$50.2K -1,200 -18%
CRIG
1194
Charter Research & Investment Group
Connecticut
$232K – – –
WP
1195
WMS Partners
Maryland
$231K -$670 -16 -0.3%
PBO
1196
Peoples Bank (Ohio)
Ohio
$231K +$25.9K +620 +13%
PVWM
1197
Point View Wealth Management
New Jersey
$230K – – –
VIA
1198
Vantage Investment Advisors
Pennsylvania
$230K – – –
RP
1199
Rowlandmiller & Partners
Georgia
$229K – – –
ZIC
1200
ZWJ Investment Counsel
Georgia
$229K – – –
46 47
48
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