NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

1,801 hedge funds and large institutions have $92.4B invested in NextEra Energy, Inc. in 2020 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 640 increasing their positions, 756 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
+19
Holders Change %
+1.07%
% of All Funds
39.78%
Holding in Top 10
111
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+35.37%
% of All Funds
2.45%
New
157
Increased
640
Reduced
756
Closed
116
Calls
$497M
Puts
$601M
Net Calls
-$104M
Net Calls Change
+$85M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$384M
2
Renaissance Technologies
Renaissance Technologies
New York
+$312M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$297M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$268M
5
DZ Bank
DZ Bank
Germany
+$183M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$624M
3
Morgan Stanley
Morgan Stanley
New York
-$248M
4
PI
Putnam Investments
Massachusetts
-$197M
5
UBS Group
UBS Group
Switzerland
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1626
WealthShield Partners
North Carolina
$205K – – –
SWM
1627
Stockman Wealth Management
Montana
$205K – – –
FFS
1628
Founders Financial Securities
Maryland
$205K +$205K +3,408 New
OPA
1629
Old Port Advisors
Maine
$205K +$205K +3,412 New
RPGK
1630
Retirement Planning Group (Kansas)
Kansas
$204K – – –
PAS
1631
Professional Advisory Services
Florida
$203K – – –
DWA
1632
Dougherty Wealth Advisers
Minnesota
$203K – – –
DLA
1633
Douglas Lane & Associates
New York
$202K -$15.2K -252 -7%
FIA
1634
Foundations Investment Advisors
Arizona
$201K -$1.74K -32 -0.9%
RAM
1635
Riggs Asset Management
Pennsylvania
$201K – – –
MWP
1636
Meridian Wealth Partners
Pennsylvania
$201K +$723 +12 +0.4%
DDC
1637
DF Dent & Co
Maryland
$201K +$201K +3,336 New
HCA
1638
Horan Capital Advisors
Ohio
$200K +$10.1K +168 +5%
SL
1639
Salomon & Ludwin
Virginia
$199K – – –
SMFS
1640
Squar Milner Financial Services
California
$194K -$3.35K -56 -2%
RE
1641
RBC Europe
United Kingdom
$192K – – –
BCA
1642
Berman Capital Advisors
Georgia
$191K +$43.8K +736 +30%
CI
1643
CX Institutional
Indiana
$184K +$8.43K +140 +5%
NSB
1644
Norway Savings Bank
Maine
$183K -$48.2K -800 -21%
ECM
1645
Elgethun Capital Management
South Dakota
$180K +$180K +3,000 New
VCP
1646
Verus Capital Partners
Arizona
$179K +$3.84K +64 +2%
CWP
1647
CFM Wealth Partners
Texas
$177K -$3.61K -60 -2%
GCM
1648
Gables Capital Management
Florida
$177K – – –
PCMK
1649
Paragon Capital Management (Kansas)
Kansas
$176K +$176K +2,920 New
APW
1650
Acima Private Wealth
Virginia
$174K – – –
64 65
66
67 68