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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,782 hedge funds and large institutions have $92.9B invested in NextEra Energy, Inc. in 2019 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 646 increasing their positions, 624 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+148
Holders Change %
+9.06%
% of All Funds
35.19%
Holding in Top 10
82
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.87%
% of All Funds
1.62%
New
226
Increased
646
Reduced
624
Closed
53
Calls
$455M
Puts
$643M
Net Calls
-$189M
Net Calls Change
-$112M

Top Buyers

1
BlackRock
BlackRock
New York
+$490M
2
CWG
C WorldWide Group
Denmark
+$313M
3
State Street
State Street
Massachusetts
+$289M
4
Morgan Stanley
Morgan Stanley
New York
+$246M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$219M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$606M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$567M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$386M
4
GQG Partners
GQG Partners
Florida
-$205M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
1601
Professional Advisory Services
Florida
$205K +$205K +3,380 New
GC
1602
Garde Capital
Washington
$205K +$205K +3,388 New
RPGK
1603
Retirement Planning Group (Kansas)
Kansas
$205K +$205K +3,392 New
MIFH
1604
Migdal Insurance & Financial Holdings
Israel
$204K -$8.22K -136 -4%
WAG
1605
Winthrop Advisory Group
Massachusetts
$204K -$7.76K -128 -4%
DWA
1606
Dougherty Wealth Advisers
Minnesota
$204K – – –
CA
1607
Claro Advisors
Massachusetts
$203K -$22.3K -368 -10%
RAM
1608
Riggs Asset Management
Pennsylvania
$203K – – –
CFG
1609
CKW Financial Group
Hawaii
$201K – – –
MWP
1610
Meridian Wealth Partners
Pennsylvania
$201K +$201K +3,324 New
SL
1611
Salomon & Ludwin
Virginia
$200K – – –
PWP
1612
Personal Wealth Partners
Minnesota
$200K – – –
GWM
1613
GSB Wealth Management
Connecticut
$200K +$200K +3,300 New
SMFS
1614
Squar Milner Financial Services
California
$199K -$15.9K -264 -7%
PO
1615
Private Ocean
California
$199K +$486 +8 +0.2%
HH
1616
HWG Holdings
Texas
$195K +$57.5K +948 +42%
WA
1617
Winfield Associates
Ohio
$194K – – –
RE
1618
RBC Europe
United Kingdom
$194K – – –
HIIFS
1619
Harel Insurance Investments & Financial Services
Israel
$192K +$169K +2,780 +724%
HCA
1620
Horan Capital Advisors
Ohio
$191K – – –
JWA
1621
JFS Wealth Advisors
Pennsylvania
$190K – – –
FPS
1622
Fieldpoint Private Securities
Connecticut
$189K – – –
CWP
1623
CFM Wealth Partners
Texas
$189K +$189K +3,000 New
EIP
1624
Ellis Investment Partners
Pennsylvania
$187K +$716 +12 +0.4%
GWS
1625
Glassman Wealth Services
Virginia
$179K +$16.5K +272 +10%
63 64
65
66 67