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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 %
PHS
1351
Pekin Hardy Strauss
Illinois
$805K – – –
AWM
1352
Aries Wealth Management
Maine
$805K +$64K +815 +9%
EW
1353
Evoke Wealth
California
$804K -$5.73K -73 -0.7%
FCCM
1354
First City Capital Management
Georgia
$804K – – –
MCM
1355
McMillion Capital Management
North Carolina
$802K – – –
AIA
1356
Avalon Investment & Advisory
Texas
$802K +$11.2K +143 +1%
MW
1357
Marcum Wealth
Ohio
$801K -$799K -10,177 -50%
BMC
1358
Benin Management Corp
Connecticut
$801K – – –
SCM
1359
Southport Capital Management
Tennessee
$800K -$38.8K -494 -5%
PAM
1360
Palisade Asset Management
Minnesota
$800K +$67.9K +865 +9%
WA
1361
Wambolt & Associates
Colorado
$798K +$41K +518 +5%
BPC
1362
Banque Pictet & Cie
Switzerland
$793K – – –
PNAA
1363
Pictet North America Advisors
Switzerland
$793K – – –
VCM
1364
Vigilant Capital Management
Maine
$793K +$11.5K +146 +1%
EM
1365
Excalibur Management
Massachusetts
$792K +$5.42K +69 +0.7%
FPGK
1366
Financial Partners Group (Kansas)
Kansas
$791K – – –
MFT
1367
Moisand Fitzgerald Tamayo
Florida
$789K – – –
CWM
1368
Cornerstone Wealth Management
Missouri
$785K -$11.5K -146 -1%
FB
1369
First Bancorp
Maine
$785K +$785K +10,004 New
HCM
1370
HMS Capital Management
Tennessee
$783K -$113K -1,442 -13%
AWE
1371
Avidian Wealth Enterprises
Texas
$783K +$27.2K +346 +4%
LF
1372
LifeSteps Financial
California
$780K – – –
CRWM
1373
Castle Rock Wealth Management
California
$779K -$187K -2,210 -19%
SC
1374
Schulhoff & Co
Ohio
$776K – – –
CAM
1375
Costello Asset Management
Pennsylvania
$775K -$50.2K -639 -6%
53 54
55
56 57