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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,119 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2020 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 834 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,119
Holders Change
+217
Holders Change %
+11.41%
% of All Funds
37.6%
Holding in Top 10
89
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.26%
% of All Funds
1.58%
New
307
Increased
834
Reduced
748
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

1
BG
Bahl & Gaynor
Ohio
+$539M
2
Capital International Investors
Capital International Investors
California
+$302M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$168M
4
KBC Group
KBC Group
Belgium
+$161M
5
Norges Bank
Norges Bank
Norway
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
2
State Street
State Street
Massachusetts
-$274M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$208M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$141M
5
DZ Bank
DZ Bank
Germany
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
1326
Choreo LLC
Illinois
$830K -$1.23K -16 -0.1%
AWE
1327
Avidian Wealth Enterprises
Texas
$829K +$26.6K +345 +3%
LWAM
1328
Legacy Wealth Asset Management
Minnesota
$828K +$828K +10,731 New
FWM
1329
FSA Wealth Management
Massachusetts
$827K – – –
IGGA
1330
Iron Gate Global Advisors
Utah
$826K +$64.9K +842 +9%
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$826K +$826K +10,710 New
WC
1332
Westhampton Capital
North Carolina
$825K +$86K +1,115 +12%
SAM
1333
S.A. Mason
Michigan
$824K -$57.1K -740 -6%
MAG
1334
Mayfair Advisory Group
Alabama
$823K +$3.86K +50 +0.5%
SCA
1335
Stokes Capital Advisors
South Carolina
$822K +$822K +10,650 New
SBF
1336
Sara-Bay Financial
Florida
$821K -$131K -1,699 -14%
ZB
1337
Zions Bancorporation
Utah
$821K +$261K +3,380 +47%
W
1338
WealthStone
Ohio
$820K +$25K +324 +3%
AIL
1339
AGF Investments LLC
Ontario, Canada
$819K -$760K -9,859 -48%
SAA
1340
Southeast Asset Advisors
Georgia
$818K – – –
SFM
1341
Signet Financial Management
New Jersey
$816K -$2.22M -28,760 -73%
CWM
1342
Cornerstone Wealth Management
Missouri
$810K +$86.3K +1,119 +12%
DC
1343
DeDora Capital
California
$804K +$230K +2,976 +40%
BCM
1344
Brookstone Capital Management
Illinois
$803K -$696K -9,026 -46%
PCG
1345
Private Capital Group
Connecticut
$803K +$18.6K +241 +2%
IP
1346
Investment Partners
Ohio
$798K +$2.55K +33 +0.3%
BONST
1347
Bank of Nova Scotia Trust
Ontario, Canada
$797K +$33.3K +431 +4%
COCM
1348
Charter Oak Capital Management
New Hampshire
$797K +$797K +10,337 New
PIA
1349
Pinion Investment Advisors
Kansas
$795K -$127K -1,647 -14%
SDAM
1350
Shulman DeMeo Asset Management
New York
$794K +$794K +10,297 New
52 53
54
55 56