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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 %
T
1551
TRUADVICE
Florida
$504K +$202K +2,515 +67%
MPCG
1552
Matrix Private Capital Group
New York
$502K +$31.1K +404 +7%
AW
1553
ACG Wealth
Georgia
$502K +$50.3K +652 +11%
MIM
1554
Marco Investment Management
Georgia
$500K – – –
GA
1555
GoalVest Advisory
New York
$500K +$500K +6,482 New
RWA
1556
RGT Wealth Advisors
Texas
$497K – – –
FFS
1557
Founders Financial Securities
Maryland
$497K +$47K +609 +10%
ONST
1558
Old North State Trust
North Carolina
$496K -$26.9K -348 -5%
BCM
1559
Boltwood Capital Management
California
$494K – – –
CIP
1560
Capital Insight Partners
Arizona
$494K – – –
EF
1561
Empowered Funds
Pennsylvania
$494K +$494K +6,399 New
AAM
1562
Aureus Asset Management
Massachusetts
$492K – – –
CWC
1563
Carolinas Wealth Consulting
North Carolina
$492K +$238K +3,077 +93%
CGA
1564
Crescent Grove Advisors
Illinois
$489K – – –
KOMWMG
1565
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$489K +$3.47K +45 +0.7%
CAN
1566
Claraphi Advisory Network
United States
$489K +$128K +1,660 +35%
NFP
1567
Novak Financial Planning
Maryland
$489K +$489K +6,339 New
RPWA
1568
Regent Peak Wealth Advisors
Georgia
$488K +$30.8K +399 +7%
CW
1569
CreativeOne Wealth
Kansas
$487K +$487K +6,319 New
PIM
1570
Perpetual Investment Management
Australia
$486K +$486K +6,404 New
HKIM
1571
Hayek Kallen Investment Management
Alabama
$485K -$13.1K -170 -3%
TAM
1572
Trillium Asset Management
Massachusetts
$485K -$12.3K -160 -2%
AL
1573
Aspiriant LLC
California
$485K -$924 -12 -0.2%
KA
1574
Kozak & Associates
Colorado
$485K +$485K +5,799 New
IAA
1575
Ironsides Asset Advisors
North Carolina
$483K +$163K +2,112 +51%
61 62
63
64 65