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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 %
PCP
1401
Proficio Capital Partners
Massachusetts
$740K -$35.8K -456 -5%
BCM
1402
Breiter Capital Management
Florida
$740K – – –
FPIS
1403
Financial Planning & Information Services
Wisconsin
$738K +$6.28K +80 +0.9%
FFC
1404
First Financial Corp
Indiana
$737K -$46.5K -592 -6%
CBT
1405
Central Bank & Trust
Kentucky
$736K -$32.7K -416 -4%
PG
1406
Pendal Group
Australia
$735K +$276K +3,515 +60%
BMCM
1407
Burns Matteson Capital Management
New York
$734K – – –
BONST
1408
Bank of Nova Scotia Trust
Ontario, Canada
$733K -$27.9K -355 -4%
MA
1409
Modus Advisors
Minnesota
$733K +$38.7K +492 +6%
BCA
1410
Berman Capital Advisors
Georgia
$731K +$147K +1,876 +25%
WCA
1411
Westover Capital Advisors
Delaware
$731K +$731K +9,312 New
FAM
1412
Formidable Asset Management
Ohio
$731K +$731K +9,313 New
NONA
1413
Ninety One North America
New York
$726K +$726K +9,242 New
NAS
1414
Nicolet Advisory Services
Wisconsin
$725K +$187K +2,382 +35%
WPW
1415
Waldron Private Wealth
Pennsylvania
$725K +$204K +2,596 +39%
DWP
1416
Destiny Wealth Partners
Florida
$719K -$17.8K -227 -2%
CCM
1417
Crossvault Capital Management
Texas
$718K -$31.4K -400 -4%
WFC
1418
Western Financial Corp
California
$717K -$1.26K -16 -0.2%
WP
1419
WealthPLAN Partners
Nebraska
$716K +$220K +2,433 +44%
PWAG
1420
Polaris Wealth Advisory Group
California
$716K +$716K +8,853 New
XF
1421
XML Financial
Maryland
$715K +$174K +2,211 +32%
ABTD
1422
Arvest Bank Trust Division
Oklahoma
$709K -$464K -5,911 -40%
HWMG
1423
Hurlow Wealth Management Group
Indiana
$709K – – –
PCFFS
1424
Pacific Center for Financial Services
California
$709K +$7.07K +90 +1%
WMA
1425
Wealth Management Associates
New Jersey
$708K +$6.36K +81 +0.9%
55 56
57
58 59