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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 %
MGIA
1251
Moneta Group Investment Advisors
Missouri
$547K +$258K +4,284 +89%
NAM
1252
NorthCoast Asset Management
Connecticut
$546K +$546K +9,072 New
MHIC
1253
Marble Harbor Investment Counsel
Massachusetts
$544K +$192K +3,200 +55%
FWM
1254
Focused Wealth Management
New York
$542K -$565K -9,400 -51%
MCA
1255
Mercer Capital Advisers
New Jersey
$541K -$120K -2,000 -18%
MCG
1256
MACRO Consulting Group
New Jersey
$541K – – –
TW
1257
Transform Wealth
Colorado
$539K +$4.81K +80 +0.9%
TCM
1258
Tufton Capital Management
Maryland
$538K – – –
BONST
1259
Bank of Nova Scotia Trust
Ontario, Canada
$537K -$15.2K -252 -3%
CAM
1260
Covenant Asset Management
New Jersey
$536K – – –
MBT
1261
Montecito Bank & Trust
California
$535K -$31.3K -520 -6%
AWE
1262
Avidian Wealth Enterprises
Texas
$535K +$2.65K +44 +0.5%
IWS
1263
Insight Wealth Strategies
California
$534K -$459K -7,628 -46%
NEI
1264
Northwest & Ethical Investments
Ontario, Canada
$529K +$529K +8,800 New
EW
1265
Evoke Wealth
California
$528K -$214K -3,552 -29%
DC
1266
DeDora Capital
California
$526K -$26K -432 -5%
FNBSF
1267
First National Bank Sioux Falls
South Dakota
$526K – – –
OIA
1268
Optimum Investment Advisors
Illinois
$526K +$24.1K +400 +5%
VCM
1269
Versant Capital Management
Arizona
$525K +$19.9K +332 +4%
FMTCOCP
1270
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$523K -$7.94K -132 -1%
AWP
1271
Ascent Wealth Partners
New York
$517K – – –
HFG
1272
Heron Financial Group
New York
$517K +$3.64K +60 +0.7%
BBA
1273
Braun-Bostich & Associates
Pennsylvania
$516K -$67.9K -1,244 -12%
PAM
1274
Palisade Asset Management
Minnesota
$514K – – –
ESB
1275
Essex Savings Bank
Connecticut
$512K -$16.1K -268 -3%
49 50
51
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