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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
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$29M +$572K +18,192 +2%
DCM
152
Donaldson Capital Management
Indiana
$28.9M +$387K +12,316 +1%
BSPF
153
British Steel Pension Fund
United Kingdom
$28M -$183K -5,828 -0.7%
JMPWA
154
JP Morgan Private Wealth Advisors
California
$27.8M +$1.01M +32,176 +4%
MCIM
155
Meadow Creek Investment Management
Georgia
$26.8M -$1.76M -55,888 -6%
CPP
156
Crow Point Partners
Massachusetts
$25.6M -$4.4M -140,000 -15%
DADC
157
D.A. Davidson & Co
Montana
$25.5M +$1M +31,836 +4%
N
158
Natixis
France
$25.4M +$3.84M +122,176 +18%
UB
159
UMB Bank
Missouri
$25.2M -$491K -15,624 -2%
CCMG
160
Clark Capital Management Group
Pennsylvania
$24.9M +$6.64M +211,208 +37%
Fidelity International
161
Fidelity International
Bermuda
$24.2M -$5.84M -185,612 -20%
CA
162
Commerzbank Aktiengesellschaft
Germany
$23.9M -$1.56M -49,628 -6%
ASRS
163
Arizona State Retirement System
Arizona
$23.8M +$151K +4,800 +0.7%
SCM
164
Stevens Capital Management
Pennsylvania
$23.6M -$6.55M -208,244 -22%
Comerica Bank
165
Comerica Bank
Texas
$23.6M -$231K -7,352 -1%
CB
166
Commerce Bank
Missouri
$23.6M +$664K +21,124 +3%
EA
167
Ecofin Advisors
United Kingdom
$23.2M +$1.98M +63,124 +10%
BG
168
Bollard Group
Massachusetts
$22.2M +$3.27M +103,924 +18%
VDI
169
Vaughan David Investments
Illinois
$22.2M +$361K +11,484 +2%
AAM
170
Advisors Asset Management
Colorado
$21.9M -$830K -26,404 -4%
IGIM
171
I.G. Investment Management
Manitoba, Canada
$21.6M +$91.6K +2,912 +0.4%
CCMH
172
Cornerstone Capital Management Holdings
New York
$21.4M -$2.3M -73,268 -10%
CAM
173
Cidel Asset Management
Ontario, Canada
$21.3M +$2.41M +76,500 +14%
EP
174
Elkfork Partners
Oregon
$21.1M -$1.38M -43,912 -6%
BIC
175
Beach Investment Counsel
Pennsylvania
$21M -$182K -5,796 -0.9%

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.