NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

1,433 hedge funds and large institutions have $61.9B invested in NextEra Energy, Inc. in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 541 increasing their positions, 520 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,433
Holders Change
+22
Holders Change %
+1.56%
% of All Funds
32.81%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.73%
New
83
Increased
541
Reduced
520
Closed
50
Calls
$225M
Puts
$208M
Net Calls
+$16.5M
Net Calls Change
-$44.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
2
Capital International Investors
Capital International Investors
California
+$143M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$137M
4
Morgan Stanley
Morgan Stanley
New York
+$133M
5
BlackRock
BlackRock
New York
+$116M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$150M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$143M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$104M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$90.3M
5
BG
Bahl & Gaynor
Ohio
-$89M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
851
River Wealth Advisors
Pennsylvania
$761K -$16.4K -392 -2%
MCM
852
Maryland Capital Management
Maryland
$758K +$36K +860 +5%
UAS
853
United Asset Strategies
New York
$756K -$1.68K -40 -0.2%
AUB
854
Atlantic Union Bankshares
Virginia
$755K +$4.36K +104 +0.6%
IWM
855
IHT Wealth Management
Illinois
$755K +$102K +2,428 +16%
ACM
856
Adalta Capital Management
New York
$752K – – –
CAM
857
Carret Asset Management
New York
$747K +$5.36K +128 +0.7%
HCM
858
Harvest Capital Management
New Hampshire
$741K – – –
HIC
859
Hartline Investment Corp
Illinois
$739K – – –
SWM
860
SeaCrest Wealth Management
New York
$735K +$4.7K +112 +0.6%
RMAM
861
Raab & Moskowitz Asset Management
New Jersey
$734K +$104K +2,496 +17%
ET
862
Equitable Trust
Tennessee
$733K -$4.86K -116 -0.7%
CCMD
863
Cypress Capital Management (Delaware)
Delaware
$733K – – –
BHBT
864
Burke & Herbert Bank & Trust
Virginia
$731K – – –
LGC
865
Laurel Grove Capital
California
$729K -$16.8K -400 -2%
PFS
866
Prospera Financial Services
Texas
$726K -$289K -6,860 -28%
AP
867
Atwood & Palmer
Missouri
$725K – – –
DWT
868
Dorsey & Whitney Trust
South Dakota
$723K -$27.8K -664 -4%
PWP
869
Private Wealth Partners
California
$721K – – –
HEIP
870
Hudson Edge Investment Partners
New Jersey
$715K – – –
EFS
871
Essex Financial Services
Connecticut
$712K +$16.8K +400 +2%
AWM
872
AE Wealth Management
Kansas
$705K -$169K -4,044 -19%
LS
873
Livforsakringsbolaget Skandia
Sweden
$703K -$704K -16,800 -50%
FWM
874
Focused Wealth Management
New York
$701K +$675K +16,120 +2,600%
FHB
875
First Hawaiian Bank
Hawaii
$700K +$700K +16,716 New
33 34
35
36 37