NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

2,119 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2020 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 834 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,119
Holders Change
+217
Holders Change %
+11.41%
% of All Funds
37.6%
Holding in Top 10
89
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.26%
% of All Funds
1.58%
New
307
Increased
834
Reduced
748
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

1
BG
Bahl & Gaynor
Ohio
+$539M
2
Capital International Investors
Capital International Investors
California
+$302M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$168M
4
KBC Group
KBC Group
Belgium
+$161M
5
Norges Bank
Norges Bank
Norway
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
2
State Street
State Street
Massachusetts
-$274M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$208M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$141M
5
DZ Bank
DZ Bank
Germany
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1476
TriaGen Wealth Management
California
$594K +$594K +7,704 New
CIM
1477
CIM Investment Management
Pennsylvania
$593K -$8.72K -113 -1%
NAG
1478
Northstar Advisory Group
New Jersey
$592K +$592K +7,670 New
VCM
1479
Vivaldi Capital Management
Illinois
$589K -$1.9M -24,696 -76%
JWM
1480
Jeppson Wealth Management
California
$588K -$104K -1,355 -15%
ARMC
1481
American Research & Management Company
Massachusetts
$588K +$39.8K +516 +7%
DDC
1482
DF Dent & Co
Maryland
$586K +$1.16K +15 +0.2%
NAS
1483
Nicolet Advisory Services
Wisconsin
$586K +$267K +3,457 +84%
WAP
1484
Wealthcare Advisory Partners
Pennsylvania
$584K -$123K -1,589 -17%
IBOK
1485
Independence Bank of Kentucky
Kentucky
$584K -$30.9K -400 -5%
WP
1486
WMS Partners
Maryland
$584K +$11.1K +144 +2%
HPC
1487
Hobart Private Capital
North Carolina
$584K -$30.3K -393 -5%
CAAS
1488
Capital Asset Advisory Services
Michigan
$583K -$640K -8,298 -52%
HAIM
1489
Hunter Associates Investment Management
Pennsylvania
$582K -$64.5K -836 -10%
PCFFS
1490
Pacific Center for Financial Services
California
$582K -$31.9K -414 -5%
PFO
1491
Pathstone Family Office
New Jersey
$577K +$562K +7,284 +3,642%
LFF
1492
Level Four Financial
Texas
$575K +$575K +7,457 New
MCC
1493
Money Concepts Capital
Florida
$573K +$573K +7,429 New
PBO
1494
Peoples Bank (Ohio)
Ohio
$572K +$10.9K +141 +2%
FPS
1495
Fieldpoint Private Securities
Connecticut
$572K +$197K +2,554 +53%
CFO
1496
CVA Family Office
Colorado
$571K – – –
BOS
1497
Bingham Osborn & Scarborough
California
$570K +$120K +1,559 +27%
GJIC
1498
Gamble Jones Investment Counsel
California
$566K -$289K -3,744 -34%
RIA
1499
Regal Investment Advisors
Michigan
$565K +$565K +7,328 New
BCP
1500
Berkeley Capital Partners
Georgia
$564K -$6.48K -84 -1%
58 59
60
61 62