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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 %
WPW
1526
Warther Private Wealth
Ohio
$563K +$25K +315 +5%
PWPS
1527
Pinnacle Wealth Planning Services
Ohio
$561K +$121K +1,546 +28%
KA
1528
Kozak & Associates
Colorado
$560K +$560K +6,416 New
GKWIM
1529
Gerber Kawasaki Wealth & Investment Management
California
$558K -$153M -153,128 -100%
AIA
1530
Armor Investment Advisors
North Carolina
$557K +$19.9K +253 +4%
CC
1531
Chicago Capital
Illinois
$552K +$21.9K +279 +4%
MWPCG
1532
Measured Wealth Private Client Group
New Hampshire
$549K -$323K -4,116 -37%
PWM
1533
Palumbo Wealth Management
New York
$549K -$57K -726 -9%
LF
1534
Lantz Financial
Illinois
$549K -$6.68K -85 -1%
HPWM
1535
Highland Private Wealth Management
Washington
$544K -$89.5K -1,140 -14%
KPW
1536
Kore Private Wealth
New York
$544K -$35.2K -448 -6%
GAM
1537
Gotham Asset Management
New York
$543K -$1.05M -13,382 -66%
ACM
1538
Armbruster Capital Management
New York
$543K – – –
TSW
1539
Thompson Siegel & Walmsley
Virginia
$542K – – –
SFG
1540
Sovereign Financial Group
Connecticut
$541K +$51.1K +651 +10%
BWM
1541
BerganKDV Wealth Management
Minnesota
$540K +$37.1K +472 +7%
NW
1542
NewEdge Wealth
Pennsylvania
$537K -$3.67M -46,714 -87%
DY
1543
Dowling & Yahnke
California
$537K – – –
BCP
1544
Berkeley Capital Partners
Georgia
$537K +$2.2K +28 +0.4%
CFD
1545
Creative Financial Designs
Indiana
$536K -$3.46K -44 -0.6%
HPC
1546
Hobart Private Capital
North Carolina
$534K -$25.4K -324 -5%
BOS
1547
Bingham Osborn & Scarborough
California
$533K +$12.6K +160 +2%
SMA
1548
Sage Mountain Advisors
Georgia
$533K +$319K +4,059 +149%
CST
1549
Charles Schwab Trust
Nevada
$532K -$26.8K -341 -5%
WIC
1550
Woodmont Investment Counsel
Tennessee
$532K -$5.89K -75 -1%
60 61
62
63 64