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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 %
AWM
1376
Avior Wealth Management
Nebraska
$387K +$89.1K +1,488 +30%
OFS
1377
OneAscent Financial Services
Alabama
$386K +$386K +6,416 New
CIP
1378
Capital Insight Partners
Arizona
$385K -$193K -3,200 -33%
CCB
1379
Cutter & Co Brokerage
Missouri
$385K +$115K +1,912 +43%
VC
1380
Vicus Capital
Pennsylvania
$384K +$22.6K +376 +6%
VCM
1381
Vigilant Capital Management
Maine
$382K -$15.2K -252 -4%
CGA
1382
Crescent Grove Advisors
Illinois
$381K – – –
MCM
1383
Magnolia Capital Management
New York
$378K -$219K -3,640 -37%
GGI
1384
Godsey & Gibb Inc
Virginia
$377K +$12.3K +204 +3%
MPCG
1385
Matrix Private Capital Group
New York
$376K -$37.7K -628 -9%
KOMWMG
1386
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$375K +$2.41K +40 +0.6%
RWM
1387
Ritholtz Wealth Management
New York
$374K +$374K +6,212 New
SIC
1388
Samalin Investment Counsel
New York
$372K -$119K -1,980 -24%
MA
1389
Modus Advisors
Minnesota
$371K +$58.1K +964 +19%
PBC
1390
Pavion Blue Capital
California
$371K +$371K +6,172 New
SFA
1391
Stewardship Financial Advisors
Georgia
$370K -$18K -300 -5%
WPC
1392
Waters Parkerson & Co
Louisiana
$370K -$4.81K -80 -1%
FFN
1393
Focus Financial Network
Minnesota
$369K +$17.3K +288 +5%
PFA
1394
Plotkin Financial Advisors
Maryland
$368K – – –
MW
1395
Marcum Wealth
Ohio
$368K +$5.53K +92 +2%
FMTC
1396
Farmers & Merchants Trust Company
California
$366K – – –
VA
1397
Valmark Advisers
Ohio
$366K +$75.8K +1,260 +26%
GAG
1398
GM Advisory Group
New York
$365K – – –
RWM
1399
RBA Wealth Management
California
$362K -$3.85K -64 -1%
BFIC
1400
Bedell Frazier Investment Counselling
California
$362K – – –
54 55
56
57 58