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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,801 hedge funds and large institutions have $92.4B invested in NextEra Energy, Inc. in 2020 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 640 increasing their positions, 756 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
39.78%
Holding in Top 10
111
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+35.37%
% of All Funds
2.45%
New
157
Increased
640
Reduced
756
Closed
116
Calls
$497M
Puts
$601M
Net Calls
-$104M
Net Calls Change
+$85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$384M
2
Renaissance Technologies
Renaissance Technologies
New York
+$312M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$297M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$268M
5
DZ Bank
DZ Bank
Germany
+$183M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$624M
3
Morgan Stanley
Morgan Stanley
New York
-$248M
4
PI
Putnam Investments
Massachusetts
-$197M
5
UBS Group
UBS Group
Switzerland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
751
Trivium Point Advisory
Connecticut
$2.07M -$218K -3,732 -10%
SC
752
Savant Capital
Illinois
$2.05M +$75.1K +1,248 +4%
UFF
753
USA Financial Formulas
Michigan
$2.05M -$823K -13,676 -29%
LFAS
754
Level Four Advisory Services
Texas
$2.01M -$244K -4,060 -11%
CFFP
755
Center for Financial Planning
Michigan
$2M +$141K +2,348 +8%
Rafferty Asset Management
756
Rafferty Asset Management
New York
$2M +$848K +14,100 +73%
VIA
757
Vident Investment Advisory
Georgia
$2M +$182K +3,020 +10%
NFG
758
Nations Financial Group
Iowa
$1.99M -$41.4K -688 -2%
S
759
SignatureFD
Georgia
$1.98M +$264K +4,392 +15%
CSIC
760
Clifford Swan Investment Counsel
California
$1.97M – – –
ATC
761
Adirondack Trust Company
New York
$1.97M +$7.22K +120 +0.4%
SC
762
Slow Capital
California
$1.96M -$189K -3,140 -9%
WSTAM
763
Wilbanks Smith & Thomas Asset Management
Virginia
$1.95M -$152K -2,528 -7%
FCM
764
Firestone Capital Management
Florida
$1.95M -$103K -1,720 -5%
AF
765
Arrow Financial
New York
$1.94M +$200K +3,328 +11%
TA
766
TFG Advisers
Michigan
$1.94M +$51.7K +860 +3%
OIA
767
OneDigital Investment Advisors
Kansas
$1.92M -$96K -1,596 -5%
AF
768
Allworth Financial
California
$1.91M +$1.59M +26,428 +494%
MIA
769
MainStreet Investment Advisors
Illinois
$1.91M +$578K +9,604 +43%
QIM
770
Quantitative Investment Management
Virginia
$1.91M +$1.91M +31,672 New
MIM
771
Moseley Investment Management
Florida
$1.89M +$133K +2,208 +8%
MC
772
Miles Capital
Iowa
$1.89M -$531K -8,820 -22%
SVWAG
773
Sound View Wealth Advisors Group
Georgia
$1.88M -$27.4K -456 -1%
BAM
774
Berkshire Asset Management
Pennsylvania
$1.88M -$163K -2,708 -8%
CWM
775
Cordatus Wealth Management
Pennsylvania
$1.88M +$427K +7,092 +29%
29 30
31
32 33