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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,801 hedge funds and large institutions have $92.4B invested in NextEra Energy, Inc. in 2020 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 640 increasing their positions, 756 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
39.78%
Holding in Top 10
111
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+35.37%
% of All Funds
2.45%
New
157
Increased
640
Reduced
756
Closed
116
Calls
$497M
Puts
$601M
Net Calls
-$104M
Net Calls Change
+$85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$384M
2
Renaissance Technologies
Renaissance Technologies
New York
+$312M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$297M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$268M
5
DZ Bank
DZ Bank
Germany
+$183M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$624M
3
Morgan Stanley
Morgan Stanley
New York
-$248M
4
PI
Putnam Investments
Massachusetts
-$197M
5
UBS Group
UBS Group
Switzerland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
EOCM
1001
Energy Opportunities Capital Management
Texas
$1.04M +$1.04M +17,280 New
SIM
1002
Stratos Investment Management
Ohio
$1.04M +$439K +7,300 +74%
RA
1003
RFG Advisory
Alabama
$1.04M +$107K +1,784 +12%
TC
1004
Toews Corporation
New Jersey
$1.04M +$1.04M +17,200 New
BHTS
1005
Bar Harbor Trust Services
Maine
$1.03M +$13.2K +220 +1%
DT
1006
Diversified Trust
Tennessee
$1.02M -$11.6K -192 -1%
CAN
1007
Claraphi Advisory Network
United States
$1.02M +$120K +1,996 +13%
TCM
1008
Tuttle Capital Management
Connecticut
$1.01M +$1.01M +16,852 New
BWL
1009
Bogart Wealth LLC
Virginia
$1.01M -$1.68K -28 -0.2%
CIA
1010
CSat Investment Advisory
Michigan
$1.01M +$47.4K +788 +5%
MAM
1011
Meeder Asset Management
Ohio
$1.01M +$740K +12,312 +279%
EFS
1012
Essex Financial Services
Connecticut
$1M +$36.1K +600 +4%
LFASL
1013
Lugano Financial Advisors SA (LFA)
Switzerland
$997K -$35.4K -528 -3%
BBHC
1014
Brown Brothers Harriman & Co
New York
$996K -$360K -5,988 -27%
HVIA
1015
Hudson Valley Investment Advisors
New York
$993K -$47.9K -796 -5%
SXL
1016
Summit X LLC
Missouri
$988K -$15.4K -256 -2%
KFC
1017
Klingenstein Fields & Co
New York
$981K – – –
OFW
1018
Omnia Family Wealth
Florida
$974K -$2.41K -40 -0.2%
WWM
1019
Western Wealth Management
Colorado
$971K +$83.7K +1,392 +9%
GC
1020
Grimes & Company
Massachusetts
$970K +$2.65K +44 +0.3%
CIP
1021
Convergence Investment Partners
Florida
$962K -$1.78M -29,636 -65%
IIA
1022
ICW Investment Advisors
Arizona
$962K +$31K +516 +3%
FCM
1023
Fortis Capital Management
Washington
$962K +$962K +16,000 New
RCM
1024
Radnor Capital Management
Pennsylvania
$961K -$24.1K -400 -2%
SFA
1025
Sequoia Financial Advisors
Ohio
$961K +$165K +2,744 +21%
39 40
41
42 43