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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,782 hedge funds and large institutions have $92.9B invested in NextEra Energy, Inc. in 2019 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 646 increasing their positions, 624 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+148
Holders Change %
+9.06%
% of All Funds
35.19%
Holding in Top 10
82
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.87%
% of All Funds
1.62%
New
226
Increased
646
Reduced
624
Closed
53
Calls
$455M
Puts
$643M
Net Calls
-$189M
Net Calls Change
-$112M

Top Buyers

1
BlackRock
BlackRock
New York
+$490M
2
CWG
C WorldWide Group
Denmark
+$313M
3
State Street
State Street
Massachusetts
+$289M
4
Morgan Stanley
Morgan Stanley
New York
+$246M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$219M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$567M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$386M
4
GQG Partners
GQG Partners
Florida
-$205M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
1001
Inscription Capital
Texas
$963K -$12.3K -204 -1%
BIM
1002
Baldwin Investment Management
Pennsylvania
$962K – – –
SWM
1003
SeaCrest Wealth Management
New York
$958K -$21.6K -356 -2%
GIA
1004
Gateway Investment Advisers
Ohio
$950K -$124K -2,048 -12%
FMB
1005
Field & Main Bank
Kentucky
$950K -$32.7K -540 -3%
EWA
1006
EP Wealth Advisors
California
$945K +$571K +9,432 +153%
IP
1007
Isthmus Partners
Wisconsin
$944K -$83.5K -1,380 -8%
WSC
1008
Wellington Shields & Co
New York
$944K +$944K +15,600 New
RCA
1009
Ranch Capital Advisors
Florida
$942K +$99.3K +1,640 +12%
CAAS
1010
Capital Asset Advisory Services
Michigan
$942K +$942K +13,844 New
IIA
1011
ICW Investment Advisors
Arizona
$937K +$937K +15,480 New
RA
1012
RFG Advisory
Alabama
$934K +$252K +4,160 +37%
LBC
1013
Lowe Brockenbrough & Co
Virginia
$932K +$21.1K +348 +2%
LFASL
1014
Lugano Financial Advisors SA (LFA)
Switzerland
$932K +$932K +15,400 New
APG
1015
Abacus Planning Group
South Carolina
$928K – – –
IIM
1016
Ipswich Investment Management
Massachusetts
$926K -$6.05K -100 -0.6%
NAM
1017
NTV Asset Management
West Virginia
$924K -$116K -1,908 -11%
MLL
1018
Moody Lynn & Lieberson
Massachusetts
$923K +$148K +2,452 +19%
HIA
1019
Harbor Investment Advisory
Maryland
$923K +$923K +15,244 New
PSP
1020
Principal Street Partners
Tennessee
$922K +$319K +5,272 +53%
MCM
1021
Maple Capital Management
Vermont
$921K -$6.05K -100 -0.7%
PGIM
1022
Pacific Global Investment Management
California
$920K +$1.21K +20 +0.1%
FHA
1023
Flagship Harbor Advisors
Massachusetts
$917K -$25.2K -416 -3%
SWA
1024
Sutton Wealth Advisors
Florida
$917K – – –
RB
1025
Rodgers Brothers
Pennsylvania
$916K -$58.3K -964 -6%
39 40
41
42 43