NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

2,143 hedge funds and large institutions have $118B invested in NextEra Energy, Inc. in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 925 increasing their positions, 772 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,143
Holders Change
+10
Holders Change %
+0.47%
% of All Funds
37.64%
Holding in Top 10
70
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+32.08%
% of All Funds
1.23%
New
131
Increased
925
Reduced
772
Closed
90
Calls
$1.07B
Puts
$981M
Net Calls
+$87.9M
Net Calls Change
-$350M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$331M
2
UBS AM
UBS AM
Illinois
+$171M
3
State Street
State Street
Massachusetts
+$162M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$152M
5
Barclays
Barclays
United Kingdom
+$124M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$153M
2
Franklin Resources
Franklin Resources
California
-$139M
3
Ameriprise
Ameriprise
Minnesota
-$126M
4
Millennium Management
Millennium Management
New York
-$126M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1226
Concorde Asset Management
Michigan
$1.08M +$570K +7,257 +113%
OFG
1227
Oxford Financial Group
Indiana
$1.07M +$111K +1,409 +11%
SC
1228
Searle & Co
Connecticut
$1.07M – – –
PSP
1229
Principal Street Partners
Tennessee
$1.07M +$51.2K +652 +5%
BFC
1230
Bedel Financial Consulting
Indiana
$1.07M – – –
WA
1231
WealthTrust Axiom
Pennsylvania
$1.06M +$3.92K +50 +0.4%
MYIA
1232
Mount Yale Investment Advisors
Colorado
$1.06M +$1.06M +13,555 New
PWM
1233
Prentice Wealth Management
New York
$1.05M +$17K +216 +2%
PCM
1234
Pennsylvania Capital Management
Pennsylvania
$1.05M -$4.81K -57 -0.5%
SWMP
1235
Signature Wealth Management Partners
New Jersey
$1.05M – – –
AP
1236
Appleton Partners
Massachusetts
$1.05M +$33K +420 +3%
BONH
1237
Bank of New Hampshire
New Hampshire
$1.04M – – –
HIIFS
1238
Harel Insurance Investments & Financial Services
Israel
$1.04M -$805K -10,253 -44%
CAM
1239
Cozad Asset Management
Illinois
$1.04M – – –
FCBT
1240
First Citizens Bank & Trust
North Carolina
$1.03M +$228K +2,898 +28%
MCP
1241
Mirador Capital Partners
California
$1.03M +$707 +9 +0.1%
ECM
1242
Evergreen Capital Management
Washington
$1.02M +$226K +2,873 +28%
BC
1243
Burney Company
Virginia
$1.02M -$7.22K -92 -0.7%
LGA
1244
Lebenthal Global Advisors
New York
$1.02M +$69.8K +890 +7%
FCA
1245
FinTrust Capital Advisors
South Carolina
$1.01M +$42.8K +545 +4%
SFS
1246
Sowell Financial Services
Arkansas
$1.01M -$168K -2,143 -14%
CPWA
1247
Cerro Pacific Wealth Advisors
California
$1M -$396K -5,039 -28%
FNBOSM
1248
First National Bank of South Miami
Florida
$1M -$11.4K -145 -1%
MCWS
1249
McKinley Carter Wealth Services
West Virginia
$1M +$314 +4 +0%
KWM
1250
Keebeck Wealth Management
Illinois
$1M -$243K -3,096 -20%
48 49
50
51 52