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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
SW
926
StrongBox Wealth
Missouri
$2.06M +$91K +1,217 +5%
BSSFA
927
Baron Silver Stevens Financial Advisors
Florida
$2.06M +$2M +26,761 New
HCM
928
Hall Capital Management
Rhode Island
$2.06M +$64.1K +857 +3%
CCG
929
Cypress Capital Group
Florida
$2.04M -$167K -2,228 -8%
BO
930
Bank OZK
Arkansas
$2.03M -$28.6K -382 -1%
EP
931
EPIQ Partners
Minnesota
$2.02M – – –
NAM
932
NorthCoast Asset Management
Connecticut
$2.02M +$349K +4,671 +22%
FAM
933
Fred Alger Management
New York
$2.01M -$8.75K -117 -0.4%
ACM
934
Azimuth Capital Management
Michigan
$2.01M -$606K -8,100 -24%
CIA
935
Cohen Investment Advisors
New Hampshire
$1.98M +$1.92M +25,654 New
FNBTCON
936
First National Bank & Trust Co of Newtown
Pennsylvania
$1.97M +$3.74K +50 +0.2%
AWM
937
Altium Wealth Management
New York
$1.96M +$5.91K +79 +0.3%
GBT
938
Grove Bank & Trust
Florida
$1.95M +$164K +2,196 +10%
LWCFA
939
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.94M +$154K +2,054 +9%
CRC
940
Curi RMB Capital
Illinois
$1.94M -$1.79K -24 -0.1%
CC
941
Cannell & Co
New York
$1.94M – – –
OIA
942
OneDigital Investment Advisors
Kansas
$1.94M -$146K -1,957 -7%
RE
943
RBC Europe
United Kingdom
$1.92M +$1.55M +20,736 +494%
DA
944
DCM Advisors
New York
$1.92M +$1.86M +24,928 New
AG
945
Algert Global
California
$1.92M +$1.86M +24,915 New
CPA
946
Court Place Advisors
Maryland
$1.92M -$150 -2 -0%
SLT
947
St Louis Trust
Missouri
$1.92M – – –
PFT
948
Providence First Trust
Arizona
$1.9M +$980K +13,100 +114%
AWM
949
Altavista Wealth Management
North Carolina
$1.9M – – –
MC
950
Miramar Capital
Illinois
$1.9M +$1.7M +22,736 New
36 37
38
39 40

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.