NEE icon

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 %
FPF
1501
First Pacific Financial
Washington
$591K +$11.3K +144 +2%
CRCM
1502
Corbett Road Capital Management
Virginia
$590K -$16.2K -206 -3%
SWA
1503
SFMG Wealth Advisors
Texas
$589K +$93.9K +1,195 +19%
PBO
1504
Peoples Bank (Ohio)
Ohio
$588K -$10.4K -133 -2%
FWM
1505
Focused Wealth Management
New York
$587K +$2.43K +31 +0.4%
AOWM
1506
Alpha Omega Wealth Management
Virginia
$586K – – –
JWM
1507
Jeppson Wealth Management
California
$586K – – –
RIG
1508
Renaissance Investment Group
Massachusetts
$586K +$1.57K +20 +0.3%
MSFS
1509
Main Street Financial Solutions
Pennsylvania
$586K +$202K +2,568 +53%
RIA
1510
Realta Investment Advisors
Delaware
$584K -$6.36K -81 -1%
FPWM
1511
FSB Premier Wealth Management
Iowa
$583K -$21.4K -273 -4%
HWA
1512
Heartwood Wealth Advisors
Virginia
$583K – – –
CAI
1513
Capital Advisors Inc
Oklahoma
$583K +$11.1K +141 +2%
EWP
1514
Engrave Wealth Partners
Texas
$582K – – –
BCM
1515
Boltwood Capital Management
California
$580K +$93.1K +1,185 +19%
ALAM
1516
Asahi Life Asset Management
Japan
$575K +$104K +1,330 +22%
ED
1517
Exane Derivatives
France
$573K +$41.1K +524 +8%
PAA
1518
Peregrine Asset Advisers
Oregon
$571K -$4.96M -63,098 -90%
SFA
1519
Sequoia Financial Advisors
Ohio
$571K -$1.5M -19,099 -72%
FFS
1520
Founders Financial Securities
Maryland
$571K -$91.3K -1,162 -14%
PFO
1521
Pathstone Family Office
New Jersey
$566K -$40.9K -520 -7%
RC
1522
RBO & Co
California
$565K – – –
BFO
1523
Biltmore Family Office
North Carolina
$565K +$126K +1,598 +29%
EWM
1524
Elite Wealth Management
Washington
$564K -$21.8K -278 -4%
UWPG
1525
Ullmann Wealth Partners Group
Florida
$563K +$15.7K +200 +3%
59 60
61
62 63