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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 %
PP
1451
Peconic Partners
New York
$313K – – –
HPWM
1452
Highland Private Wealth Management
Washington
$313K +$9.63K +160 +3%
PWW
1453
Pettyjohn Wood & White
Virginia
$313K +$20.2K +336 +7%
LIA
1454
LBMC Investment Advisors
Tennessee
$312K – – –
FSC
1455
Full Sail Capital
Oklahoma
$312K +$8.72K +152 +3%
PWMAG
1456
Pinnacle Wealth Management Advisory Group
New Jersey
$309K – – –
SLWS
1457
Swaine & Leidel Wealth Services
Florida
$309K – – –
PVWM
1458
Point View Wealth Management
New Jersey
$308K – – –
CRIG
1459
Charter Research & Investment Group
Connecticut
$308K – – –
PAS
1460
Partnervest Advisory Services
California
$307K -$130K -2,152 -30%
TFA
1461
Tobias Financial Advisors
Florida
$306K +$240 +4 +0.1%
CC
1462
Cornerstone Capital
California
$304K – – –
EIA
1463
Eldridge Investment Advisors
New Hampshire
$304K +$722 +12 +0.2%
WP
1464
WealthSource Partners
California
$304K +$33.7K +560 +12%
EWA
1465
Exencial Wealth Advisors
Oklahoma
$303K +$14.7K +244 +5%
BWA
1466
BDO Wealth Advisors
Florida
$303K +$65.9K +1,096 +28%
SC
1467
Sepio Capital
Utah
$302K -$4.59M -76,332 -94%
JSL
1468
JT Stratford LLC
Georgia
$302K -$124K -2,056 -29%
LC
1469
Lindbrook Capital
California
$302K -$13.2K -220 -4%
WAP
1470
Wealthcare Advisory Partners
Pennsylvania
$302K +$38.5K +640 +15%
SCM
1471
Salem Capital Management
Massachusetts
$300K – – –
ICM
1472
IMS Capital Management
Oregon
$298K +$298K +4,960 New
WP
1473
WealthPLAN Partners
Nebraska
$297K -$51.6K -888 -15%
MA
1474
MCF Advisors
Kentucky
$295K – – –
AL
1475
Aspiriant LLC
California
$294K +$8.41K +140 +3%
57 58
59
60 61