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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,119 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2020 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 834 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,119
Holders Change
+217
Holders Change %
+11.41%
% of All Funds
37.6%
Holding in Top 10
89
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.26%
% of All Funds
1.58%
New
307
Increased
834
Reduced
748
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

1
BG
Bahl & Gaynor
Ohio
+$539M
2
Capital International Investors
Capital International Investors
California
+$302M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$168M
4
KBC Group
KBC Group
Belgium
+$161M
5
Norges Bank
Norges Bank
Norway
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
2
State Street
State Street
Massachusetts
-$274M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$208M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$141M
5
DZ Bank
DZ Bank
Germany
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFG
1051
Wills Financial Group
Virginia
$1.55M +$1.55M +20,135 New
LOAMS
1052
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.55M -$366K -4,742 -19%
MWM
1053
Mission Wealth Management
California
$1.55M +$231K +2,998 +18%
CCA
1054
Cobblestone Capital Advisors
New York
$1.55M +$92.7K +1,202 +6%
IHL
1055
Investment House LLC
California
$1.54M – – –
SWM
1056
SVA Wealth Management
Wisconsin
$1.54M +$553K +7,169 +56%
AWM
1057
Atticus Wealth Management
Florida
$1.54M +$8.18K +106 +0.5%
NO
1058
Ninety One
South Africa
$1.53M +$1.53M +20,108 New
SMC
1059
Smith, Moore & Co
Missouri
$1.53M -$21.7K -281 -1%
BTW
1060
Boston Trust Walden
Massachusetts
$1.52M +$29.3K +380 +2%
EF
1061
Empirical Finance
Pennsylvania
$1.52M +$270K +3,497 +22%
CCMD
1062
Cypress Capital Management (Delaware)
Delaware
$1.51M -$15.4K -200 -1%
JWM
1063
Jackson Wealth Management
Florida
$1.51M +$252K +3,260 +20%
BPM
1064
Bowling Portfolio Management
Ohio
$1.51M -$177K -2,298 -11%
MP
1065
McDonald Partners
Ohio
$1.5M +$1.5M +19,460 New
MRCM
1066
M&R Capital Management
New Jersey
$1.5M +$119K +1,548 +9%
BHBT
1067
Burke & Herbert Bank & Trust
Virginia
$1.49M -$20K -259 -1%
MCM
1068
Murphy Capital Management
New Jersey
$1.49M +$294K +3,810 +25%
FTDI
1069
First Trust Direct Indexing
Massachusetts
$1.49M +$1.49M +19,316 New
EGA
1070
E&G Advisors
Texas
$1.48M -$46.3K -600 -3%
SFG
1071
SevenBridge Financial Group
Pennsylvania
$1.48M – – –
SIM
1072
Stratos Investment Management
Ohio
$1.48M +$176K +2,281 +13%
V
1073
VeraBank
Texas
$1.48M -$73.8K -956 -5%
HBT
1074
Hills Bank & Trust
Iowa
$1.48M -$43.3K -561 -3%
BWL
1075
Bogart Wealth LLC
Virginia
$1.48M +$84.7K +1,098 +6%
41 42
43
44 45