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
PFS
1251
Physicians Financial Services
North Carolina
-$99K -3,120 Closed
ECM
1252
Elgethun Capital Management
South Dakota
-$90K -3,000 Closed
PIM
1253
Parasol Investment Management
Illinois
-$36K -1,200 Closed
EARNEST Partners
1254
EARNEST Partners
Georgia
-$32K -1,088 Closed
CFA
1255
Camarda Financial Advisors
Florida
-$31K -1,036 Closed
SIG
1256
Stanford Investment Group
California
-$30K -1,000 Closed
EF
1257
Empirical Finance
Pennsylvania
-$23K -768 Closed
PCM
1258
Penserra Capital Management
California
-$20K -696 Closed
FAN
1259
Financial Advisors Network
California
-$12.1K -400 Closed
KLI
1260
Kelman-Lazarov Inc
Tennessee
-$11.9K -400 Closed
GBBWRPM
1261
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$10K -320 Closed
LWMT
1262
Legacy Wealth Management (Tennessee)
Tennessee
-$6.93K -232 Closed
TF
1263
Tompkins Financial
New York
-$4K -128 Closed
FFW
1264
Fusion Family Wealth
New York
-$3K -120 Closed
DPA
1265
Delphi Private Advisors
California
-$3K -108 Closed
IPC
1266
Independent Portfolio Consultants
Florida
-$2K -76 Closed
VWM
1267
Valley Wealth Managers
New Jersey
-$1K -44 Closed
PCA
1268
Peddock Capital Advisors
Massachusetts
-$1K -32 Closed
BCMIO
1269
Beacon Capital Management Inc (Ohio)
Ohio
+$377 +12 New

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.