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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,546 hedge funds and large institutions have $63.9B invested in NextEra Energy, Inc. in 2018 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 558 increasing their positions, 540 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
+113
Holders Change %
+7.89%
% of All Funds
34.5%
Holding in Top 10
66
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+106.25%
% of All Funds
1.47%
New
204
Increased
558
Reduced
540
Closed
77
Calls
$274M
Puts
$258M
Net Calls
+$16.1M
Net Calls Change
-$382K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$403M
2
GQG Partners
GQG Partners
Florida
+$265M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$244M
4
State Street
State Street
Massachusetts
+$172M
5
BlackRock
BlackRock
New York
+$154M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$516M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$339M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$264M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1151
Community Capital Management
Florida
$382K +$382K +8,796 New
WP
1152
WealthPLAN Partners
Nebraska
$381K +$12.9K +280 +3%
ACI
1153
Alpha Cubed Investments
California
$379K -$51.1K -1,176 -12%
FB
1154
Fulton Bank
Pennsylvania
$377K +$127K +2,924 +51%
IC
1155
InterOcean Capital
Illinois
$376K +$376K +8,648 New
MFP
1156
Meridian Financial Partners
Virginia
$376K +$376K +8,648 New
CWM
1157
Cornerstone Wealth Management
Missouri
$375K -$54.5M -1,244,936 -99%
AWP
1158
Ascent Wealth Partners
New York
$374K -$1.04K -24 -0.3%
HPC
1159
Hobart Private Capital
North Carolina
$372K +$133K +3,056 +55%
TFS
1160
Thoroughbred Financial Services
Tennessee
$369K +$369K +8,512 New
Koshinski Asset Management
1161
Koshinski Asset Management
Illinois
$368K -$92.4K -2,128 -20%
BJL
1162
Brighton Jones LLC
Washington
$361K +$1.74K +40 +0.5%
UWPG
1163
Ullmann Wealth Partners Group
Florida
$360K +$360K +8,292 New
FCA
1164
FLC Capital Advisors
California
$359K +$359K +8,260 New
IC
1165
Inverness Counsel
New York
$358K – – –
LDB
1166
Lee, Danner & Bass
Tennessee
$358K +$7.47K +172 +2%
GRP
1167
Global Retirement Partners
California
$357K +$219K +5,048 +160%
SGAM
1168
Steinberg Global Asset Management
Florida
$356K -$69.5K -1,600 -16%
CCM
1169
Cribstone Capital Management
Maine
$353K -$14.2K -328 -4%
ACM
1170
Argyle Capital Management
Pennsylvania
$353K – – –
UBV
1171
United Bank (Virginia)
Virginia
$353K +$9.58K +220 +3%
XWM
1172
Xcel Wealth Management
Florida
$353K +$353K +8,128 New
TSW
1173
Thompson Siegel & Walmsley
Virginia
$352K – – –
AAM
1174
Aureus Asset Management
Massachusetts
$351K -$49.9K -1,148 -12%
BWM
1175
Baystate Wealth Management
Massachusetts
$349K +$13.6K +308 +4%
45 46
47
48 49