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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,143 hedge funds and large institutions have $118B invested in NextEra Energy, Inc. in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 925 increasing their positions, 772 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,143
Holders Change
+10
Holders Change %
+0.47%
% of All Funds
37.64%
Holding in Top 10
70
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+32.08%
% of All Funds
1.23%
New
131
Increased
925
Reduced
772
Closed
90
Calls
$1.07B
Puts
$981M
Net Calls
+$87.9M
Net Calls Change
-$350M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$331M
2
UBS AM
UBS AM
Illinois
+$171M
3
State Street
State Street
Massachusetts
+$162M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$152M
5
Barclays
Barclays
United Kingdom
+$124M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$153M
2
Franklin Resources
Franklin Resources
California
-$139M
3
Ameriprise
Ameriprise
Minnesota
-$126M
4
Millennium Management
Millennium Management
New York
-$126M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
826
Bristlecone Advisors
Washington
$2.85M -$54.2K -690 -2%
VPIM
827
Vanguard Personalized Indexing Management
California
$2.84M +$440K +5,607 +18%
DA
828
Duality Advisers
Florida
$2.83M +$2.83M +36,078 New
CWM
829
Cabot Wealth Management
Massachusetts
$2.8M – – –
SWA
830
Stratos Wealth Advisors
Ohio
$2.8M +$1.01M +12,831 +56%
AWM
831
Apollon Wealth Management
South Carolina
$2.79M +$768K +9,783 +38%
PG
832
Patten Group
Tennessee
$2.79M +$707 +9 +0%
BIM
833
Baldwin Investment Management
Pennsylvania
$2.78M -$190K -2,415 -6%
AFM
834
Andesa Financial Management
Pennsylvania
$2.77M -$2.07M -26,384 -43%
SF
835
Symphony Financial
Texas
$2.77M -$557K -7,106 -17%
STC
836
Sarah T. Connolly
$2.76M +$1.57K +20 +0.1%
LF
837
Lee Financial
Texas
$2.76M +$13.9K +177 +0.5%
MBT
838
Montecito Bank & Trust
California
$2.76M +$13.5K +172 +0.5%
CIM
839
Corbyn Investment Management
Maryland
$2.75M -$10.1K -129 -0.4%
UCMOK
840
United Capital Management of KS
Kansas
$2.75M +$313K +3,984 +13%
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.74M +$31.6K +403 +1%
BRA
842
Bender Robert & Associates
California
$2.74M -$7.7K -98 -0.3%
CFFP
843
Center for Financial Planning
Michigan
$2.74M +$126K +1,600 +5%
GWMIA
844
Global Wealth Management Investment Advisory
Florida
$2.74M +$209K +2,662 +8%
ANTB
845
AMG National Trust Bank
Colorado
$2.74M +$133K +1,692 +5%
BWL
846
Bogart Wealth LLC
Virginia
$2.74M +$415K +5,281 +18%
SIAG
847
Signet Investment Advisory Group
Rhode Island
$2.72M +$384K +4,890 +16%
P
848
Pitcairn
Pennsylvania
$2.72M +$27.7K +353 +1%
TI
849
Tidal Investments
Wisconsin
$2.71M +$363K +4,625 +16%
USCWA
850
U.S. Capital Wealth Advisors
Texas
$2.7M +$2.7M +34,394 New
32 33
34
35 36