Moodys (MCO) Shareholder Chilton Investment Co Cut Its Position as Valuation Rose; Nextera Energy (NEE) Holder Somerset Group Has Lifted Holding

April 23, 2018 - By Nellie Frank

NextEra Energy, Inc. (NYSE:NEE) Logo

Somerset Group Llc increased its stake in Nextera Energy Inc (NEE) by 27.86% based on its latest 2017Q4 regulatory filing with the SEC. Somerset Group Llc bought 1,947 shares as the company’s stock rose 5.21% while stock markets declined. The institutional investor held 8,935 shares of the public utilities company at the end of 2017Q4, valued at $1.40M, up from 6,988 at the end of the previous reported quarter. Somerset Group Llc who had been investing in Nextera Energy Inc for a number of months, seems to be bullish on the $75.67B market cap company. The stock decreased 0.17% or $0.28 during the last trading session, reaching $160.51. About 624,502 shares traded. NextEra Energy, Inc. (NYSE:NEE) has risen 24.02% since April 23, 2017 and is uptrending. It has outperformed by 12.47% the S&P500.

Richard Chilton decreased its stake in Moodys Corp (MCO) by 0.73% based on its latest 2017Q4 regulatory filing with the SEC. Chilton Investment Co Llc sold 2,297 shares as the company’s stock rose 8.54% while stock markets declined. The hedge fund run by Richard Chilton held 311,284 shares of the consumer services company at the end of 2017Q4, valued at $45.95M, down from 313,581 at the end of the previous reported quarter. Chilton Investment Co Llc who had been investing in Moodys Corp for a number of months, seems to be less bullish one the $31.06B market cap company. The stock decreased 0.91% or $1.5 during the last trading session, reaching $162.52. About 326,697 shares traded. Moody's Corporation (NYSE:MCO) has risen 43.20% since April 23, 2017 and is uptrending. It has outperformed by 31.65% the S&P500.

Since November 22, 2017, it had 0 insider buys, and 9 insider sales for $30.52 million activity. $10.11 million worth of Moody's Corporation (NYSE:MCO) shares were sold by Almeida Mark. Shares for $808 were sold by Fauber Robert on Wednesday, January 31. 500 shares valued at $80,480 were sold by Duffie Darrell on Monday, April 2. MCDANIEL RAYMOND W sold 45,215 shares worth $7.22 million. Another trade for 30,391 shares valued at $4.92 million was made by Huber Linda on Monday, March 5.

Among 14 analysts covering Moody’s (NYSE:MCO), 3 have Buy rating, 0 Sell and 11 Hold. Therefore 21% are positive. Moody’s had 52 analyst reports since October 5, 2015 according to SRatingsIntel. The firm has “Equal-Weight” rating given on Tuesday, February 21 by Morgan Stanley. The firm earned “Buy” rating on Thursday, January 11 by Nomura. The stock of Moody's Corporation (NYSE:MCO) earned “Hold” rating by Evercore on Thursday, January 7. Barclays Capital upgraded it to “Overweight” rating and $165 target in Friday, November 17 report. The company was initiated on Wednesday, October 14 by Atlantic Securities. The stock of Moody's Corporation (NYSE:MCO) has “Hold” rating given on Tuesday, December 19 by Stifel Nicolaus. The firm has “Neutral” rating by Credit Suisse given on Monday, November 6. The rating was maintained by BMO Capital Markets with “Market Perform” on Wednesday, September 6. The stock of Moody's Corporation (NYSE:MCO) has “Hold” rating given on Wednesday, September 6 by Piper Jaffray. The rating was maintained by BMO Capital Markets on Friday, February 9 with “Hold”.

Chilton Investment Co Llc, which manages about $5.22 billion and $2.59 billion US Long portfolio, upped its stake in Haemonetics Corp (NYSE:HAE) by 45,081 shares to 217,825 shares, valued at $12.65 million in 2017Q4, according to the filing. It also increased its holding in Ball Corp (NYSE:BLL) by 12,864 shares in the quarter, for a total of 2.80 million shares, and has risen its stake in Medtronic Plc (NYSE:MDT).

Analysts await Moody's Corporation (NYSE:MCO) to report earnings on April, 27 before the open. They expect $1.79 earnings per share, up 21.77% or $0.32 from last year’s $1.47 per share. MCO’s profit will be $342.08M for 22.70 P/E if the $1.79 EPS becomes a reality. After $1.51 actual earnings per share reported by Moody's Corporation for the previous quarter, Wall Street now forecasts 18.54% EPS growth.

Investors sentiment increased to 1.35 in 2017 Q4. Its up 0.34, from 1.01 in 2017Q3. It increased, as 28 investors sold MCO shares while 162 reduced holdings. 84 funds opened positions while 172 raised stakes. 158.40 million shares or 0.16% more from 158.15 million shares in 2017Q3 were reported. Comerica Bankshares owns 81,737 shares. Loring Wolcott And Coolidge Fiduciary Advisors Llp Ma holds 2,469 shares. State Of Alaska Department Of Revenue holds 0.07% or 20,010 shares. 1,750 were accumulated by Jarislowsky Fraser Ltd. Mackenzie Fin holds 508,342 shares. Adage Gp Limited Liability owns 235,397 shares for 0.08% of their portfolio. Parkside Bancorporation & accumulated 173 shares. Fmr Llc has 2.69M shares for 0.05% of their portfolio. Howe Rusling Incorporated holds 0.09% of its portfolio in Moody's Corporation (NYSE:MCO) for 3,510 shares. Winslow Capital Management Limited Liability Corp holds 1.12% of its portfolio in Moody's Corporation (NYSE:MCO) for 1.37M shares. Jefferies Lc reported 34,661 shares. Prelude Mgmt Ltd Liability has invested 0.03% in Moody's Corporation (NYSE:MCO). Lazard Asset Mngmt Ltd Company invested in 12,210 shares or 0% of the stock. 10,602 are held by Federated Investors Pa. Eagle Asset Mgmt reported 0.24% stake.

Among 16 analysts covering Nextera Energy Inc. (NYSE:NEE), 15 have Buy rating, 0 Sell and 1 Hold. Therefore 94% are positive. Nextera Energy Inc. had 43 analyst reports since August 5, 2015 according to SRatingsIntel. Morgan Stanley maintained the stock with “Overweight” rating in Wednesday, December 13 report. As per Thursday, March 17, the company rating was maintained by Argus Research. As per Tuesday, April 10, the company rating was maintained by JP Morgan. The rating was maintained by Morgan Stanley on Monday, November 13 with “Overweight”. The stock of NextEra Energy, Inc. (NYSE:NEE) earned “Buy” rating by RBC Capital Markets on Thursday, July 6. M Partners maintained the stock with “Buy” rating in Tuesday, August 11 report. The firm has “Buy” rating given on Friday, June 2 by BMO Capital Markets. The firm has “Overweight” rating given on Wednesday, April 18 by KeyBanc Capital Markets. Guggenheim maintained NextEra Energy, Inc. (NYSE:NEE) on Friday, January 26 with “Buy” rating. BMO Capital Markets maintained NextEra Energy, Inc. (NYSE:NEE) rating on Thursday, June 22. BMO Capital Markets has “Buy” rating and $15600 target.

Investors sentiment increased to 1.04 in Q4 2017. Its up 0.09, from 0.95 in 2017Q3. It is positive, as 36 investors sold NEE shares while 405 reduced holdings. 112 funds opened positions while 347 raised stakes. 340.36 million shares or 1.17% less from 344.40 million shares in 2017Q3 were reported. 436 are held by Td Management Ltd. Strs Ohio invested in 454,773 shares or 0.3% of the stock. Cramer Rosenthal Mcglynn Ltd Company holds 307,478 shares or 0.77% of its portfolio. West Coast stated it has 24,703 shares or 1.09% of all its holdings. Cedar Hill Ltd Liability Corporation invested in 6,953 shares. Massmutual Trust Fsb Adv accumulated 202 shares. Lenox Wealth Mngmt accumulated 717 shares or 0.03% of the stock. Plancorp Llc stated it has 0.08% in NextEra Energy, Inc. (NYSE:NEE). California Pub Employees Retirement Systems stated it has 1.36M shares or 0.29% of all its holdings. Joel Isaacson & Company Ltd Llc accumulated 5,686 shares. Dodge Cox holds 8,342 shares. Smithfield Tru reported 12,895 shares. Picton Mahoney Asset Management has invested 0.52% in NextEra Energy, Inc. (NYSE:NEE). Comerica Retail Bank reported 170,814 shares or 0.17% of all its holdings. Apg Asset Mngmt Nv has invested 0.38% of its portfolio in NextEra Energy, Inc. (NYSE:NEE).

Somerset Group Llc, which manages about $184.04M and $119.60 million US Long portfolio, decreased its stake in C.H. Robinson Worldwide (NASDAQ:CHRW) by 8,020 shares to 105,963 shares, valued at $9.44M in 2017Q4, according to the filing.

NextEra Energy, Inc. (NYSE:NEE) Institutional Positions Chart

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter: