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NextEra Energy

1,152 hedge funds and large institutions have $45.7B invested in NextEra Energy in 2016 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 430 increasing their positions, 429 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more funds holding in top 10

Funds holding in top 10: 3547 (+12)

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

13% more capital invested

Capital invested by funds: $40.3B → $45.7B (+$5.42B)

0% more funds holding

Funds holding: 1,1491,152 (+3)

0% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 429

1% less call options, than puts

Call options by funds: $196M | Put options by funds: $197M

6.53% less ownership

Funds ownership: 311.38%304.84% (-6.5%)

Holders
1,152
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
30.74%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
1.25%
New
80
Increased
430
Reduced
429
Closed
63
Calls
$196M
Puts
$197M
Net Calls
-$1.05M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.28B +$102M +3,412,744 +3%
State Street
2
State Street
Massachusetts
$3.15B +$23.9M +797,260 +0.8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.53B -$6.3M -209,688 -0.3%
BIT
4
BlackRock Institutional Trust
California
$1.67B +$7.05M +234,984 +0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.63B +$98M +3,263,184 +7%
BFA
6
BlackRock Fund Advisors
California
$1.32B +$150M +4,986,172 +14%
Bank of America
7
Bank of America
North Carolina
$1.19B -$6.05M -201,376 -0.5%
Wells Fargo
8
Wells Fargo
California
$1.15B +$12M +398,336 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.09B +$15.3M +509,108 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$890M +$169M +5,631,672 +26%
Northern Trust
11
Northern Trust
Illinois
$811M +$6.25M +208,056 +0.8%
Norges Bank
12
Norges Bank
Norway
$799M -$12.5M -417,500 -2%
Morgan Stanley
13
Morgan Stanley
New York
$782M -$129M -4,298,504 -15%
BG
14
BlackRock Group
United Kingdom
$632M +$8.23M +274,076 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$605M +$11.6M +387,628 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$569M -$43M -1,431,380 -8%
BA
17
BlackRock Advisors
Delaware
$530M +$1.36M +45,184 +0.3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$503M +$5.88M +195,800 +1%
UBS Group
19
UBS Group
Switzerland
$496M +$14.2M +473,336 +3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$489M -$42.1M -1,402,120 -9%
Franklin Resources
21
Franklin Resources
California
$486M +$6.83M +227,388 +2%
TCIM
22
TIAA CREF Investment Management
New York
$456M -$47.1M -1,567,604 -10%
Ameriprise
23
Ameriprise
Minnesota
$414M +$6.36M +211,840 +2%
EVM
24
Eaton Vance Management
Massachusetts
$406M +$10.8M +358,772 +3%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$397M -$31.2M -1,037,692 -7%

NEE Hedge Fund Activity: Q2 2016 in Review

1,152 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2016, worth a combined $45.7B — up 13% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new NEE positions and 63 closed out — a net gain of 17 holders — while 430 added to existing stakes and 429 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $169M. The largest seller was Royal London Asset Management, cutting an estimated $1.55B.

  • 1,152 institutional investors held NextEra Energy (NEE) as of Q2 2016, up from 1,149 in Q1 2016.
  • Funds reported $45.7B of NextEra Energy stock for Q2 2016, up 13% quarter-over-quarter.
  • 80 funds opened new NextEra Energy positions in Q2 2016 and 63 closed out, a net change of +17 holders.
  • The largest NextEra Energy buyer in Q2 2016 was Deutsche Bank, an estimated $169M added.
  • The largest NextEra Energy seller in Q2 2016 was Royal London Asset Management, an estimated $1.55B sold.

Based on aggregated 13F filings for Q2 2016.