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NextEra Energy
NEE

1,382 hedge funds and large institutions have $56.2B invested in NextEra Energy in 2017 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 465 increasing their positions, 495 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more first-time investments, than exits

New positions opened: 197 | Existing positions closed: 49

11% more funds holding

Funds holding: 1,248 → 1,382 (+134)

6% more capital invested

Capital invested by funds: $53B → $56.2B (+$3.17B)

6% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 495

1.93% less ownership

Funds ownership: 308.28% → 306.35% (-1.9%)

5% less funds holding in top 10

Funds holding in top 10: 40 → 38 (-2)

23% less call options, than puts

Call options by funds: $257M | Put options by funds: $335M

Holders
1,382
Holders Change
+134
Holders Change %
+10.74%
% of All Funds
31.34%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.86%
New
197
Increased
465
Reduced
495
Closed
49
Calls
$257M
Puts
$335M
Net Calls
-$78.2M
Net Calls Change
-$13.1M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$160M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$132M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$96.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$87.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$347M
2
Franklin Resources
Franklin Resources
California
-$262M
3
EIP
Epoch Investment Partners
New York
-$195M
4
JP Morgan Chase
JP Morgan Chase
New York
-$90.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1201
Stonebridge Capital Advisors
Minnesota
$213K +$211K +5,464 New
FPIS
1202
Financial Planning & Information Services
Wisconsin
$211K +$208K +5,392 New
NP
1203
NorthRock Partners
Minnesota
$211K +$208K +5,400 New
NSB
1204
Norway Savings Bank
Maine
$210K – – –
PWMAG
1205
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$207K +5,368 New
ACA
1206
Ackerman Capital Advisors
Texas
$210K +$222K +5,740 New
Treasurer of the State of North Carolina
1207
Treasurer of the State of North Carolina
North Carolina
$209K +$206K +5,340 New
CCM
1208
Carlson Capital Management
Minnesota
$209K +$207K +5,356 New
FAM
1209
Foresters Asset Management
Ontario, Canada
$208K -$633K -16,400 -79%
CAC
1210
Certified Advisory Corp
Florida
$208K +$206K +5,328 New
MWM
1211
Mission Wealth Management
California
$207K +$204K +5,296 New
PAM
1212
Peak Asset Management
Colorado
$207K +$205K +5,300 New
GEA
1213
Glen Eagle Advisors
New Jersey
$206K +$163K +4,220 +397%
AT
1214
Argent Trust
Texas
$206K +$203K +5,264 New
GP
1215
GLG Partners
United Kingdom
$206K +$204K +5,280 New
SAM
1216
SignalPoint Asset Management
Missouri
$204K +$201K +5,212 New
PP
1217
Peconic Partners
New York
$203K +$201K +5,200 New
AA
1218
ALPS Advisors
Colorado
$203K +$201K +5,204 New
CCM
1219
Catawba Capital Management
Virginia
$203K +$201K +5,208 New
WIC
1220
Woodmont Investment Counsel
Tennessee
$201K +$198K +5,140 New
WF
1221
WealthTrust Fairport
Ohio
$201K +$199K +5,160 New
MA
1222
MCF Advisors
Kentucky
$199K +$927 +24 +0.5%
FGC
1223
Financial Gravity Companies
Texas
$196K +$191K +4,952 New
MCM
1224
Manchester Capital Management
Vermont
$193K – – –
BRC
1225
Bell Rock Capital
Delaware
$187K +$309 +8 +0.2%
47 48
49
50 51

NEE Hedge Fund Activity: Q4 2017 in Review

1,382 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2017, worth a combined $56.2B — up 6% from $53B a quarter earlier.

Buyers outnumbered sellers: 197 funds opened new NEE positions and 49 closed out — a net gain of 148 holders — while 465 added to existing stakes and 495 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $163M. The largest seller was Bank of America, cutting an estimated $347M.

  • 1,382 institutional investors held NextEra Energy (NEE) as of Q4 2017, up from 1,248 in Q3 2017.
  • Funds reported $56.2B of NextEra Energy stock for Q4 2017, up 6% quarter-over-quarter.
  • 197 funds opened new NextEra Energy positions in Q4 2017 and 49 closed out, a net change of +148 holders.
  • The largest NextEra Energy buyer in Q4 2017 was Citadel Advisors, an estimated $163M added.
  • The largest NextEra Energy seller in Q4 2017 was Bank of America, an estimated $347M sold.

Based on aggregated 13F filings for Q4 2017.