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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 %
IDBONY
1226
Israel Discount Bank of New York
New York
$577K +$577K +9,584 New
NAM
1227
North American Management
Massachusetts
$576K – – –
CC
1228
Courier Capital
New York
$574K -$8.95K -152 -2%
HC
1229
HNP Capital
New York
$574K +$574K +9,748 New
PA
1230
PFG Advisors
Arizona
$572K +$286K +4,812 +100%
LWS
1231
Lucia Wealth Services
California
$572K +$558K +9,276 +3,931%
AIA
1232
Alera Investment Advisors
Illinois
$568K +$21.4K +356 +4%
JWCA
1233
J.W. Cole Advisors
Florida
$566K -$2.43M -40,472 -81%
PA
1234
Paragon Advisors
Texas
$565K -$68.8K -1,144 -11%
GWCM
1235
Godshalk Welsh Capital Management
Pennsylvania
$565K -$60.1K -1,000 -10%
SFM
1236
Signet Financial Management
New Jersey
$565K -$18.7K -328 -3%
ACP
1237
Ashfield Capital Partners
California
$564K -$33.9K -564 -6%
THWM
1238
Taylor Hoffman Wealth Management
Virginia
$563K -$485K -8,060 -46%
MFG
1239
MidWestOne Financial Group
Iowa
$563K +$33.9K +564 +6%
FAM
1240
Formidable Asset Management
Ohio
$562K – – –
BFIM
1241
Beese Fulmer Investment Management
Ohio
$561K – – –
SCM
1242
Southport Capital Management
Tennessee
$559K -$57.3K -952 -9%
OWA
1243
Outlook Wealth Advisors
Texas
$559K +$137K +2,272 +32%
JIM
1244
Jupiter Investment Management
United Kingdom
$558K +$558K +9,288 New
HWMG
1245
Hurlow Wealth Management Group
Indiana
$557K -$5.46K -92 -1%
CWM
1246
Cornerstone Wealth Management
Missouri
$557K +$65.4K +1,088 +13%
EH
1247
Employers Holdings
Nevada
$557K +$80.6K +1,340 +17%
BOM
1248
Bank of Marin
California
$556K -$77K -1,280 -12%
JIP
1249
Jaffetilchin Investment Partners
Florida
$552K -$327K -5,428 -37%
FCFC
1250
First Commonwealth Financial Corp
Pennsylvania
$548K +$36.1K +600 +7%
48 49
50
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