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NextEra Energy

1,222 hedge funds and large institutions have $50.6B invested in NextEra Energy in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 439 increasing their positions, 452 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $213M | Put options by funds: $139M

50% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 58

13% more funds holding in top 10

Funds holding in top 10: 3135 (+4)

8% more capital invested

Capital invested by funds: $46.8B → $50.6B (+$3.77B)

1% more funds holding

Funds holding: 1,2071,222 (+15)

3% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 452

3.25% less ownership

Funds ownership: 311.7%308.45% (-3.2%)

Holders
1,222
Holders Change
+15
Holders Change %
+1.24%
% of All Funds
30.47%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.87%
New
87
Increased
439
Reduced
452
Closed
58
Calls
$213M
Puts
$139M
Net Calls
+$74M
Net Calls Change
+$91.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.33B +$29.8M +871,888 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.79B +$206M +6,015,628 +5%
State Street
3
State Street
Massachusetts
$3.38B -$83.9M -2,453,892 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.81B +$16.1M +470,672 +0.6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.82B -$88.6M -2,590,980 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.67B +$117M +3,429,400 +8%
Bank of America
7
Bank of America
North Carolina
$1.25B -$130M -3,805,332 -10%
Wells Fargo
8
Wells Fargo
California
$1.21B -$44M -1,286,004 -4%
Deutsche Bank
9
Deutsche Bank
Germany
$1.16B +$151M +4,407,836 +15%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.09B +$11.9M +348,896 +1%
Norges Bank
11
Norges Bank
Norway
$923M +$63.2M +1,849,468 +8%
Northern Trust
12
Northern Trust
Illinois
$920M -$8.46M -247,464 -0.9%
Franklin Resources
13
Franklin Resources
California
$905M -$7.51M -219,744 -0.8%
Morgan Stanley
14
Morgan Stanley
New York
$708M -$65.5M -1,916,568 -9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$656M +$14.7M +428,848 +2%
UBS Group
16
UBS Group
Switzerland
$555M -$23.4M -684,336 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$543M -$41.2M -1,203,940 -7%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$478M +$44.4M +1,299,368 +11%
AllianceBernstein
19
AllianceBernstein
Tennessee
$423M -$7.06M -206,596 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$412M +$37.7M +1,104,360 +10%
Ameriprise
21
Ameriprise
Minnesota
$412M +$13.4M +392,224 +3%
Legal & General Group
22
Legal & General Group
United Kingdom
$378M +$5.97M +174,588 +2%
TCIM
23
TIAA CREF Investment Management
New York
$376M -$29.6M -867,356 -7%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$373M -$22.2M -649,572 -6%
CBOA
25
Commonwealth Bank of Australia
Australia
$360M -$221K -6,468 -0.1%

NEE Hedge Fund Activity: Q2 2017 in Review

1,222 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q2 2017, worth a combined $50.6B — up 8.1% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new NEE positions and 58 closed out — a net gain of 29 holders — while 439 added to existing stakes and 452 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $238M. The largest seller was Goldman Sachs, cutting an estimated $694M.

  • 1,222 institutional investors held NextEra Energy (NEE) as of Q2 2017, up from 1,207 in Q1 2017.
  • Funds reported $50.6B of NextEra Energy stock for Q2 2017, up 8.1% quarter-over-quarter.
  • 87 funds opened new NextEra Energy positions in Q2 2017 and 58 closed out, a net change of +29 holders.
  • The largest NextEra Energy buyer in Q2 2017 was Janus Henderson Group, an estimated $238M added.
  • The largest NextEra Energy seller in Q2 2017 was Goldman Sachs, an estimated $694M sold.

Based on aggregated 13F filings for Q2 2017.