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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,902 hedge funds and large institutions have $105B invested in NextEra Energy, Inc. in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 777 increasing their positions, 694 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
+66
Holders Change %
+3.59%
% of All Funds
38.48%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.86%
New
163
Increased
777
Reduced
694
Closed
77
Calls
$946M
Puts
$908M
Net Calls
+$37.9M
Net Calls Change
+$26M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$340M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
3
Artisan Partners
Artisan Partners
Wisconsin
+$120M
4
Fidelity International
Fidelity International
Bermuda
+$97.3M
5
Barclays
Barclays
United Kingdom
+$92.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
2
State Street
State Street
Massachusetts
-$246M
3
Goldman Sachs
Goldman Sachs
New York
-$231M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$114M
5
MWNA
Marshall Wace North America
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
1426
Integrated Advisors Network
Texas
$463K -$199K -2,864 -30%
CWAG
1427
Compton Wealth Advisory Group
Virginia
$463K +$1.39K +20 +0.3%
HWA
1428
Heartwood Wealth Advisors
Virginia
$462K – – –
HB
1429
Horizon Bancorp
Indiana
$462K +$13.9K +200 +3%
GAM
1430
Gould Asset Management
California
$458K – – –
LF
1431
Lantz Financial
Illinois
$456K +$43.3K +624 +10%
FMTCOCP
1432
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$454K -$11.1K -160 -2%
LWAC
1433
Laurel Wealth Advisors (California)
California
$454K +$7.21K +104 +2%
FMW
1434
Farr Miller & Washington
District of Columbia
$452K – – –
MIM
1435
Marco Investment Management
Georgia
$450K – – –
TAM
1436
Trillium Asset Management
Massachusetts
$448K -$277K -3,996 -38%
HKIM
1437
Hayek Kallen Investment Management
Alabama
$448K – – –
PCM
1438
Pointe Capital Management
Michigan
$447K – – –
RWA
1439
RGT Wealth Advisors
Texas
$447K +$12.8K +184 +3%
BWM
1440
BerganKDV Wealth Management
Minnesota
$445K – – –
TJHA
1441
Thomas J. Herzfeld Advisors
Florida
$444K -$89.7K -4,896 -17%
HFAS
1442
Hummer Financial Advisory Services
Illinois
$444K – – –
CIP
1443
Capital Insight Partners
Arizona
$444K – – –
BCM
1444
Boltwood Capital Management
California
$444K – – –
EWM
1445
Empirical Wealth Management
Washington
$442K -$53.3K -768 -11%
AAM
1446
Aureus Asset Management
Massachusetts
$442K -$9.71K -140 -2%
CGA
1447
Crescent Grove Advisors
Illinois
$440K – – –
AL
1448
Aspiriant LLC
California
$438K +$1.11K +16 +0.3%
KOMWMG
1449
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$437K +$2.22K +32 +0.5%
MCM
1450
Magnolia Capital Management
New York
$436K – – –
56 57
58
59 60