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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,782 hedge funds and large institutions have $92.9B invested in NextEra Energy, Inc. in 2019 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 646 increasing their positions, 624 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+148
Holders Change %
+9.06%
% of All Funds
35.19%
Holding in Top 10
82
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.87%
% of All Funds
1.62%
New
226
Increased
646
Reduced
624
Closed
53
Calls
$455M
Puts
$643M
Net Calls
-$189M
Net Calls Change
-$112M

Top Buyers

1
BlackRock
BlackRock
New York
+$490M
2
CWG
C WorldWide Group
Denmark
+$313M
3
State Street
State Street
Massachusetts
+$289M
4
Morgan Stanley
Morgan Stanley
New York
+$246M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$219M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$567M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$386M
4
GQG Partners
GQG Partners
Florida
-$205M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
1301
Valeo Financial Advisors
Indiana
$455K +$41.6K +688 +10%
AG
1302
AlphaSimPlex Group
Massachusetts
$454K -$35.6K -588 -7%
MBTD
1303
Mechanics Bank - Trust Department
California
$452K – – –
RTC
1304
Riverview Trust Company
Washington
$452K – – –
GHAM
1305
Gilman Hill Asset Management
Connecticut
$451K -$90.8K -1,500 -17%
ZIM
1306
Zacks Investment Management
Illinois
$451K -$13.6K -224 -3%
C
1307
Certuity
Florida
$449K +$449K +7,412 New
HWA
1308
Heartwood Wealth Advisors
Virginia
$448K +$448K +7,396 New
WAM
1309
Weatherly Asset Management
California
$447K – – –
SL
1310
Signition LP
New York
$446K +$446K +7,368 New
RPWA
1311
Regent Peak Wealth Advisors
Georgia
$446K +$446K +7,372 New
TIM
1312
Thornburg Investment Management
New Mexico
$444K +$58.4K +964 +15%
EWM
1313
Empirical Wealth Management
Washington
$444K +$179K +2,956 +67%
TSW
1314
Thompson Siegel & Walmsley
Virginia
$442K -$42.1K -696 -9%
ARMC
1315
American Research & Management Company
Massachusetts
$442K -$6.06K -100 -1%
MPI
1316
Mairs & Power Inc
Minnesota
$441K +$40.2K +664 +10%
AOWM
1317
Alpha Omega Wealth Management
Virginia
$440K – – –
WANY
1318
Wealthspire Advisors (New York)
New York
$440K +$142K +2,348 +48%
PAS
1319
Partnervest Advisory Services
California
$439K -$158K -2,612 -26%
ACM
1320
Armbruster Capital Management
New York
$436K – – –
RSWM
1321
Robertson Stephens Wealth Management
California
$435K -$85.2K -1,408 -16%
AWM
1322
Argent Wealth Management
Massachusetts
$435K +$435K +7,180 New
BWM
1323
BerganKDV Wealth Management
Minnesota
$434K +$49.4K +816 +13%
HKIM
1324
Hayek Kallen Investment Management
Alabama
$432K -$4.84K -80 -1%
EF
1325
Empirical Finance
Pennsylvania
$430K +$163K +2,684 +61%
51 52
53
54 55