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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,433 hedge funds and large institutions have $61.9B invested in NextEra Energy, Inc. in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 541 increasing their positions, 520 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+22
Holders Change %
+1.56%
% of All Funds
32.81%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.73%
New
83
Increased
541
Reduced
520
Closed
50
Calls
$225M
Puts
$208M
Net Calls
+$16.5M
Net Calls Change
-$44.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
2
Capital International Investors
Capital International Investors
California
+$143M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$137M
4
Morgan Stanley
Morgan Stanley
New York
+$133M
5
BlackRock
BlackRock
New York
+$116M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$150M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$143M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$104M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$90.3M
5
BG
Bahl & Gaynor
Ohio
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1351
Catamount Wealth Management
Connecticut
$50K – – –
CCMIC
1352
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$50K – – –
FMP
1353
Financial Management Professionals
Texas
$50K – – –
KC
1354
KHP Capital
Oklahoma
$50K – – –
BWA
1355
Burt Wealth Advisors
Maryland
$49K – – –
SIAP
1356
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$49K +$11K +264 +29%
GAM
1357
Gemmer Asset Management
California
$48K – – –
FA
1358
Fortis Advisors
Pennsylvania
$48K – – –
WCAMG
1359
Woodard & Company Asset Management Group
North Carolina
$48K +$5.6K +132 +13%
TCM
1360
Tradewinds Capital Management
Washington
$47K – – –
SJIM
1361
St. Johns Investment Management
Florida
$46K -$59K -1,400 -56%
CFD
1362
Creative Financial Designs
Indiana
$46K -$4K -96 -8%
PAMG
1363
Patton Albertson Miller Group
Tennessee
$45K +$45K +1,020 New
TL
1364
TrueWealth LLC
Georgia
$43K +$16.9K +400 +65%
WCM
1365
Whitener Capital Management
North Carolina
$42K +$42K +1,024 New
MIFH
1366
Migdal Insurance & Financial Holdings
Israel
$41K – – –
PGWM
1367
Parisi Gray Wealth Management
New Jersey
$39K – – –
EARNEST Partners
1368
EARNEST Partners
Georgia
$38K – – –
AWM
1369
Aevitas Wealth Management
Massachusetts
$38K +$169 +4 +0.4%
GWS
1370
Glassman Wealth Services
Virginia
$36K -$1.36K -32 -4%
JIR
1371
James Investment Research
Ohio
$36K – – –
CB
1372
CNB Bank
Pennsylvania
$36K – – –
BAMG
1373
Brand Asset Management Group
Missouri
$35K – – –
CWSR
1374
Chessman Wealth Strategies RIA
Texas
$34K +$34K +800 New
CIA
1375
Cascade Investment Advisors
Oregon
$33.5K -$2.51K -60 -7%
53 54
55
56 57