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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
$961M
2
UBS AM
UBS AM
Illinois
$1.12B
3
State Street
State Street
Massachusetts
$7.8B
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$644M
5
Barclays
Barclays
United Kingdom
$385M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$558K
2
Franklin Resources
Franklin Resources
California
$1.52B
3
Ameriprise
Ameriprise
Minnesota
$864M
4
Millennium Management
Millennium Management
New York
$51.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1601
Prelude Capital Management
New York
$471K -$676K -8,606 -59%
LFA
1602
Legacy Financial Advisors
Kentucky
$471K +$34.5K +440 +8%
CWC
1603
Carolinas Wealth Consulting
North Carolina
$468K -$38K -484 -8%
LC
1604
Landaas & Company
Wisconsin
$468K – – –
FRM
1605
Fox Run Management
Connecticut
$467K +$7.3K +93 +2%
EWA
1606
Exencial Wealth Advisors
Oklahoma
$465K -$23K -293 -5%
ONST
1607
Old North State Trust
North Carolina
$457K – – –
BA
1608
Bellwether Advisors
Nebraska
$457K +$457K +5,830 New
IC
1609
Intersect Capital
California
$455K +$112K +1,426 +33%
TIAM2
1610
Tru Independence Asset Management 2
Oregon
$454K +$628 +8 +0.1%
TIA
1611
Tiemann Investment Advisors
California
$452K -$13.3K -170 -3%
LFF
1612
Level Four Financial
Texas
$452K +$2.67K +34 +0.6%
MIM
1613
Marco Investment Management
Georgia
$450K -$58.9K -750 -12%
NEWAS
1614
N.E.W. Advisory Services
Wisconsin
$449K +$9.41K +120 +2%
SRC
1615
Shufro Rose & Co
New York
$449K +$182K +2,323 +68%
FA
1616
Faithward Advisors
Pennsylvania
$447K -$43.7K -557 -9%
MHR
1617
Matthew Hamilton Rosenberg
$445K +$70.7K +900 +19%
CM
1618
Castleark Management
Illinois
$443K – – –
CA
1619
CastleArk Alternatives
Illinois
$443K +$443K +5,640 New
ARMT
1620
Amica Retiree Medical Trust
Rhode Island
$442K +$77.4K +986 +21%
VFA
1621
Voya Financial Advisors
Connecticut
$441K +$1.33K +17 +0.3%
ACM
1622
Antonetti Capital Management
Florida
$441K +$441K +5,620 New
RW
1623
REDW Wealth
New Mexico
$438K – – –
LS
1624
Leelyn Smith
Illinois
$437K +$10.4K +132 +2%
BFA
1625
Bragg Financial Advisors
North Carolina
$436K +$9.43K +120 +2%
63 64
65
66 67