NEE icon

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 %
AAM
1201
Autus Asset Management
Arizona
$229K +$229K +5,496 New
CC
1202
Cornerstone Capital
California
$227K +$16.7K +400 +8%
CA
1203
Crewe Advisors
Utah
$225K -$10.2K -244 -4%
VA
1204
Valmark Advisers
Ohio
$225K -$5K -120 -2%
FMWA
1205
Forvis Mazars Wealth Advisors
Missouri
$224K +$3.18K +76 +1%
WF
1206
WealthTrust Fairport
Ohio
$224K +$8.36K +200 +4%
ACM
1207
Advisors Capital Management
New Jersey
$221K – – –
LOAMS
1208
Lombard Odier Asset Management (Switzerland)
Switzerland
$220K – – –
LJHT
1209
Laurie J. Hall Trustee
$220K +$184K +4,400 +512%
EWA
1210
EP Wealth Advisors
California
$219K +$2.84K +68 +1%
SAM
1211
SignalPoint Asset Management
Missouri
$218K – – –
CAC
1212
Certified Advisory Corp
Florida
$218K +$835 +20 +0.4%
LIA
1213
LBMC Investment Advisors
Tennessee
$217K – – –
PP
1214
Peconic Partners
New York
$217K – – –
GLI
1215
Guardian Life Insurance
New York
$217K +$36.1K +864 +20%
DSC
1216
Duncker Streett & Co
Missouri
$215K +$80.2K +1,920 +59%
MCM
1217
Marathon Capital Management
Maryland
$215K +$215K +5,160 New
MSR
1218
Main Street Research
Connecticut
$214K +$2.84K +68 +1%
SLF
1219
Sun Life Financial
Ontario, Canada
$213K +$155K +3,704 +265%
MA
1220
MCF Advisors
Kentucky
$212K -$1.5K -36 -0.7%
NSB
1221
Norway Savings Bank
Maine
$212K -$168 -4 -0.1%
Koshinski Asset Management
1222
Koshinski Asset Management
Illinois
$211K – – –
SBWM
1223
Sunflower Bank Wealth Management
Arizona
$209K -$33.5K -800 -14%
SNT
1224
Security National Trust
West Virginia
$209K -$12.5K -300 -6%
CAI
1225
Capital Advisors Inc
Oklahoma
$209K – – –
47 48
49
50 51