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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 %
CWA
1126
Clarus Wealth Advisors
Arizona
$735K -$7.53K -136 -1%
MFP
1127
Meridian Financial Partners
Virginia
$731K -$8.37K -136 -1%
AWM
1128
Avitas Wealth Management
California
$726K +$11.6K +192 +2%
BWP
1129
Bernardo Wealth Planning
Pennsylvania
$724K -$12.3K -204 -2%
RCA
1130
Rowland Carmichael Advisors
Arizona
$724K -$6.74K -112 -0.9%
VFM
1131
Viking Fund Management
North Dakota
$722K -$1.81M -30,000 -71%
WMC
1132
Westwood Management Corporation
Illinois
$722K – – –
SL
1133
Stevard LLC
Illinois
$722K – – –
BWM
1134
Buckley Wealth Management
Nevada
$722K +$184K +3,052 +34%
FIM
1135
Freedom Investment Management
Connecticut
$720K +$31K +460 +4%
MMPW
1136
Mitchell McLeod Pugh & Williams
Alabama
$719K -$160K -2,660 -18%
CDH
1137
Charles D. Hyman
$719K – – –
DW
1138
Domani Wealth
Pennsylvania
$719K +$163K +2,716 +29%
SFS
1139
Sowell Financial Services
Arkansas
$718K -$178K -2,956 -20%
BSB
1140
Bangor Savings Bank
Maine
$718K -$30.6K -508 -4%
LF
1141
LifeSteps Financial
California
$716K +$241 +4 +0%
TP
1142
Tranquility Partners
Tennessee
$713K +$317K +5,260 +80%
HH
1143
Hilltop Holdings
Texas
$712K -$336K -5,588 -32%
BFA
1144
Beaumont Financial Advisors
Massachusetts
$711K -$253K -4,204 -26%
CL
1145
Choreo LLC
Illinois
$711K -$83.3K -1,384 -10%
PP
1146
PDS Planning
Ohio
$711K +$14.9K +248 +2%
BOPW
1147
Brandywine Oak Private Wealth
Pennsylvania
$706K -$3.85K -64 -0.5%
SAM
1148
S.A. Mason
Michigan
$699K +$13K +216 +2%
BAM
1149
Barrett Asset Management
New York
$698K – – –
OFG
1150
Oxford Financial Group
Indiana
$697K +$697K +11,580 New
44 45
46
47 48