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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 %
UBV
1301
United Bank (Virginia)
Virginia
$472K -$102K -1,700 -18%
TWM
1302
Triton Wealth Management
Arizona
$472K +$472K +8,148 New
BWM
1303
Baystate Wealth Management
Massachusetts
$468K -$17.3K -288 -4%
WP
1304
WMS Partners
Maryland
$468K – – –
CAM
1305
CenterStar Asset Management
Illinois
$467K -$140K – –
FCA
1306
FLC Capital Advisors
California
$465K – – –
CF
1307
Centaurus Financial
California
$462K -$262K -4,344 -36%
TTWM
1308
TCV Trust & Wealth Management
Virginia
$462K -$17.6K -292 -4%
ALAM
1309
Asahi Life Asset Management
Japan
$460K -$277K -4,600 -38%
SCA
1310
Stonebridge Capital Advisors
Minnesota
$458K -$28.9K -480 -6%
OPS
1311
Orion Portfolio Solutions
Nebraska
$457K -$583K -9,688 -56%
HZ
1312
Hixon Zuercher
Ohio
$457K – – –
WDL
1313
Well Done LLC
Michigan
$457K +$241 +4 +0.1%
WAM
1314
Weatherly Asset Management
California
$457K +$13.7K +228 +3%
CRWM
1315
Castle Rock Wealth Management
California
$453K – – –
PPP
1316
Private Portfolio Partners
New Jersey
$449K -$38.5K -640 -8%
RBC
1317
Roble Belko & Company
Pennsylvania
$448K -$96.3K -1,600 -18%
UWPG
1318
Ullmann Wealth Partners Group
Florida
$448K -$11.3K -188 -2%
GHAM
1319
Gilman Hill Asset Management
Connecticut
$448K – – –
AIM
1320
AMI Investment Management
Indiana
$448K +$224K +3,712 +100%
CAM
1321
Cozad Asset Management
Illinois
$445K -$36.1K -600 -8%
Fisher Asset Management
1322
Fisher Asset Management
Washington
$445K +$59.5K +988 +15%
VFA
1323
Valeo Financial Advisors
Indiana
$442K -$17.6K -288 -4%
TIM
1324
Thornburg Investment Management
New Mexico
$441K – – –
PWPS
1325
Pinnacle Wealth Planning Services
Ohio
$440K +$133K +2,208 +43%
51 52
53
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