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NextEra Energy
NEE

2,130 hedge funds and large institutions have $118B invested in NextEra Energy in 2020 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 838 increasing their positions, 751 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 63

12% more repeat investments, than reductions

Existing positions increased: 838 | Existing positions reduced: 751

12% more funds holding

Funds holding: 1,910 → 2,130 (+220)

11% more capital invested

Capital invested by funds: $106B → $118B (+$12B)

4% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.17B

2% less funds holding in top 10

Funds holding in top 10: 93 → 91 (-2)

235.58% less ownership

Funds ownership: 313.22% → 77.64% (-236%)

Holders
2,130
Holders Change
+220
Holders Change %
+11.52%
% of All Funds
37.69%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.61%
New
310
Increased
838
Reduced
751
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

Rank Fund Capital Flow
1
BG
Bahl & Gaynor
Ohio
+$523M
2
Capital International Investors
Capital International Investors
California
+$293M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$163M
4
Norges Bank
Norges Bank
Norway
+$122M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$915M
2
State Street
State Street
Massachusetts
-$266M
3
JP Morgan Chase
JP Morgan Chase
New York
-$202M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
DZ Bank
DZ Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
801
Blue Fin Capital
Rhode Island
$3.02M +$48.2K +645 +2%
BBNA
802
Bremer Bank National Association
Minnesota
$3.01M +$23.6K +316 +0.8%
CCM
803
Carderock Capital Management
Maryland
$3M +$7.55K +101 +0.3%
VPIM
804
Vanguard Personalized Indexing Management
California
$3M +$90.3K +1,207 +3%
FC
805
Ferris Capital
Massachusetts
$2.99M +$3.59K +48 +0.1%
FIM
806
FWL Investment Management
Texas
$2.96M +$2.87M +38,346 New
BAM
807
Belpointe Asset Management
Nevada
$2.94M +$18.6K +249 +0.7%
CAM
808
Cresset Asset Management
Illinois
$2.93M +$34.6K +463 +1%
MIM
809
Montgomery Investment Management
Maryland
$2.93M – – –
CA
810
Clearstead Advisors
Ohio
$2.92M +$763K +10,200 +37%
CCM
811
Coldstream Capital Management
Washington
$2.92M -$962K -12,858 -25%
BIM
812
Bridges Investment Management
Nebraska
$2.92M -$114K -1,523 -4%
Twin Tree Management
813
Twin Tree Management
Texas
$2.9M +$2.81M +37,577 New
WIA
814
Wealthstreet Investment Advisors
Texas
$2.89M – – –
S
815
SignatureFD
Georgia
$2.85M -$248K -3,311 -8%
TG
816
TCW Group
California
$2.82M -$537K -7,175 -16%
LF
817
Lee Financial
Texas
$2.82M -$59K -789 -2%
BA
818
Bristlecone Advisors
Washington
$2.79M +$37.7K +504 +1%
SACTSONJ
819
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.78M – – –
PFSC
820
Peoples Financial Services Corp
Pennsylvania
$2.77M +$7.48K +100 +0.3%
RG
821
Rikoon Group
New Mexico
$2.77M +$12.6K +169 +0.5%
TA
822
TFG Advisers
Michigan
$2.77M +$13K +174 +0.5%
Wolverine Trading
823
Wolverine Trading
Illinois
$2.77M +$1.3M +17,313 +91%
VAS
824
Valicenti Advisory Services
New York
$2.76M +$2.68M +35,765 New
HT
825
HighTower Trust
Texas
$2.75M +$2.67M +35,655 New
31 32
33
34 35

NEE Hedge Fund Activity: Q4 2020 in Review

2,130 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2020, worth a combined $118B — up 11% from $106B a quarter earlier.

Buyers outnumbered sellers: 310 funds opened new NEE positions and 63 closed out — a net gain of 247 holders — while 838 added to existing stakes and 751 trimmed.

The largest buyer was Bahl & Gaynor, adding an estimated $523M. The largest seller was T. Rowe Price Associates, cutting an estimated $915M.

  • 2,130 institutional investors held NextEra Energy (NEE) as of Q4 2020, up from 1,910 in Q3 2020.
  • Funds reported $118B of NextEra Energy stock for Q4 2020, up 11% quarter-over-quarter.
  • 310 funds opened new NextEra Energy positions in Q4 2020 and 63 closed out, a net change of +247 holders.
  • The largest NextEra Energy buyer in Q4 2020 was Bahl & Gaynor, an estimated $523M added.
  • The largest NextEra Energy seller in Q4 2020 was T. Rowe Price Associates, an estimated $915M sold.

Based on aggregated 13F filings for Q4 2020.