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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
FNBOMD
851
First National Bank of Mount Dora
Florida
$2.51M +$117K +1,562 +5%
JWCA
852
J.W. Cole Advisors
Florida
$2.51M -$8.52M -113,918 -78%
TNAM
853
Terra Nova Asset Management
New York
$2.5M +$2.42M +32,357 New
SOAMC
854
Spirit of America Management Corp
New York
$2.48M +$29.9K +400 +1%
CWM
855
Chesapeake Wealth Management
Virginia
$2.48M -$9.05K -121 -0.4%
BAM
856
Berkshire Asset Management
Pennsylvania
$2.48M +$190K +2,545 +9%
SC
857
Sepio Capital
Utah
$2.47M +$234K +3,129 +11%
CFFP
858
Center for Financial Planning
Michigan
$2.47M -$94.6K -1,265 -4%
CSIC
859
Clifford Swan Investment Counsel
California
$2.45M -$74.5K -996 -3%
SWA
860
SOA Wealth Advisors
New York
$2.45M +$2.18M +29,167 New
FCM
861
Firestone Capital Management
Florida
$2.42M -$22.4K -300 -0.9%
IPW
862
IronBridge Private Wealth
Texas
$2.41M +$2.33M +31,184 New
MPPW
863
Mitchell & Pahl Private Wealth
Oklahoma
$2.41M +$2.33M +31,184 New
VA
864
Valmark Advisers
Ohio
$2.4M +$1.88M +25,148 +417%
SC
865
Savant Capital
Illinois
$2.4M -$221K -2,949 -9%
AIC
866
Archer Investment Corporation
Indiana
$2.4M – – –
BCMO
867
Buckingham Capital Management (Ohio)
Ohio
$2.4M -$499K -6,666 -18%
WPP
868
Whalerock Point Partners
Rhode Island
$2.4M +$1.79M +23,979 +338%
AF
869
Arrow Financial
New York
$2.39M -$49.9K -667 -2%
CA
870
Capitolis Advisors
New York
$2.38M +$2.3M +30,798 New
JAFL
871
Jay A. Fishman Ltd
Michigan
$2.36M – – –
LAIC
872
Lederer & Associates Investment Counsel
California
$2.36M +$299 +4 +0%
SVWAG
873
Sound View Wealth Advisors Group
Georgia
$2.36M -$84.1K -1,124 -4%
BRM
874
Boston Research & Management
Massachusetts
$2.35M +$591K +7,903 +35%
YWP
875
YorkBridge Wealth Partners
New York
$2.33M +$26.3K +352 +1%
33 34
35
36 37

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.