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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,782 hedge funds and large institutions have $92.9B invested in NextEra Energy, Inc. in 2019 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 646 increasing their positions, 624 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+148
Holders Change %
+9.06%
% of All Funds
35.19%
Holding in Top 10
82
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.87%
% of All Funds
1.62%
New
226
Increased
646
Reduced
624
Closed
53
Calls
$455M
Puts
$643M
Net Calls
-$189M
Net Calls Change
-$112M

Top Buyers

1
BlackRock
BlackRock
New York
+$490M
2
CWG
C WorldWide Group
Denmark
+$313M
3
State Street
State Street
Massachusetts
+$289M
4
Morgan Stanley
Morgan Stanley
New York
+$246M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$219M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$567M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$386M
4
GQG Partners
GQG Partners
Florida
-$205M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
1426
LBMC Investment Advisors
Tennessee
$314K – – –
Group One Trading
1427
Group One Trading
Illinois
$313K +$313K +5,172 New
CAG
1428
Crestwood Advisors Group
Massachusetts
$312K – – –
PWMAG
1429
Pinnacle Wealth Management Advisory Group
New Jersey
$311K – – –
SLWS
1430
Swaine & Leidel Wealth Services
Florida
$311K +$311K +5,132 New
DA
1431
Detalus Advisors
Missouri
$311K +$311K +5,132 New
CRIG
1432
Charter Research & Investment Group
Connecticut
$310K -$19.4K -320 -6%
PWPS
1433
Pinnacle Wealth Planning Services
Ohio
$310K +$53.5K +884 +21%
PVWM
1434
Point View Wealth Management
New Jersey
$309K – – –
TFA
1435
Tobias Financial Advisors
Florida
$308K +$308K +5,088 New
CC
1436
Cornerstone Capital
California
$306K – – –
HPWM
1437
Highland Private Wealth Management
Washington
$305K -$3.39K -56 -1%
W
1438
Wealthquest
Ohio
$305K – – –
EIA
1439
Eldridge Investment Advisors
New Hampshire
$305K +$484 +8 +0.2%
M
1440
MOTCO
Texas
$303K +$29.1K +480 +11%
CCM
1441
Compass Capital Management
Minnesota
$303K +$303K +5,000 New
AFAS
1442
Acorn Financial Advisory Services
Virginia
$303K +$303K +5,016 New
SCM
1443
Salem Capital Management
Massachusetts
$302K – – –
OPCM
1444
Osborne Partners Capital Management
California
$301K – – –
AA
1445
Argent Advisors
Louisiana
$301K +$301K +4,804 New
AWM
1446
Avior Wealth Management
Nebraska
$300K +$89K +1,476 +42%
AA
1447
Advisory Alpha
Michigan
$298K -$31.5K -512 -10%
MA
1448
MCF Advisors
Kentucky
$297K – – –
PWW
1449
Pettyjohn Wood & White
Virginia
$295K -$17.2K -284 -6%
VA
1450
Valmark Advisers
Ohio
$292K -$91K -1,504 -24%
56 57
58
59 60