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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
TCA
826
Transcend Capital Advisors
New Jersey
$2.75M +$340K +4,549 +15%
NFG
827
Nations Financial Group
Iowa
$2.74M +$189K +2,522 +8%
EGM
828
Engineers Gate Manager
New York
$2.74M +$110K +1,467 +4%
PG
829
Patten Group
Tennessee
$2.73M +$13.1K +175 +0.5%
WIS
830
Wright Investors Service
Connecticut
$2.73M -$143K -1,918 -5%
PA
831
Parallel Advisors
California
$2.72M -$65.6K -877 -2%
STC
832
Sarah T. Connolly
$2.71M +$2.62M +35,073 New
FNB
833
Farmers National Bank
Kentucky
$2.69M +$2.61M +34,852 New
TPM
834
Triasima Portfolio Management
Quebec, Canada
$2.67M +$2.59M +34,613 New
PFM
835
Parsec Financial Management
North Carolina
$2.65M -$15.7K -210 -0.6%
IAIM
836
International Assets Investment Management
Florida
$2.64M +$1.48M +19,752 +137%
MA
837
Mezzasalma Advisors
New Jersey
$2.61M +$2.53M +33,883 New
BS
838
Boenning & Scattergood
Pennsylvania
$2.6M +$107K +1,430 +4%
GSBTD
839
Glenview State Bank Trust Department
Illinois
$2.6M +$211K +2,815 +9%
DAC
840
Dividend Assets Capital
South Carolina
$2.6M +$828K +11,071 +49%
MSRPS
841
Maryland State Retirement & Pension System
Maryland
$2.6M +$2.37M +31,742 New
ATC
842
Adirondack Trust Company
New York
$2.56M -$1.5K -20 -0.1%
FI
843
FormulaFolio Investments
Michigan
$2.56M +$443K +5,925 +22%
HWM
844
Hemington Wealth Management
Virginia
$2.55M +$2.47M +33,040 New
COI
845
Connable Office Inc
Michigan
$2.54M – – –
Jacobs Levy Equity Management
846
Jacobs Levy Equity Management
New Jersey
$2.54M -$1.88M -25,103 -43%
LBC
847
Lawrence B. Cohen
$2.54M +$211K +2,826 +9%
Carson Wealth (CWM LLC)
848
Carson Wealth (CWM LLC)
Nebraska
$2.53M -$7.76M -103,740 -75%
JAM
849
Jupiter Asset Management
United Kingdom
$2.53M -$92.7K -1,239 -4%
CWM
850
Cabot Wealth Management
Massachusetts
$2.53M +$2.46M +32,820 New
32 33
34
35 36

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.