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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 %
WWM
1701
Windsor Wealth Management
Indiana
$375K – – –
CRIG
1702
Charter Research & Investment Group
Connecticut
$375K – – –
PWMG
1703
Prestige Wealth Management Group
New Jersey
$375K +$30.9K +394 +9%
AFAS
1704
Acorn Financial Advisory Services
Virginia
$374K -$60.6K -772 -14%
DBT
1705
Dubuque Bank & Trust
Iowa
$369K +$6.91K +88 +2%
AWA
1706
Arete Wealth Advisors
Illinois
$367K -$78.8K -1,004 -18%
HFA
1707
HC Financial Advisors
California
$363K +$7.07K +90 +2%
TSS
1708
Thomas Story & Son
Indiana
$363K +$35.5K +453 +11%
DIA
1709
Dean Investment Associates
Ohio
$361K – – –
SN
1710
Sittner & Nelson
Oregon
$361K +$7.85K +100 +2%
EGWAG
1711
Elwood & Goetz Wealth Advisory Group
Georgia
$360K – – –
KWMG
1712
King Wealth Management Group
Florida
$359K – – –
AA
1713
Argent Advisors
Louisiana
$359K +$33.3K +424 +10%
W
1714
Wealthquest
Ohio
$358K -$5.33K -68 -1%
T
1715
TNF
Montana
$358K +$358K +4,013 New
IAA
1716
Ironsides Asset Advisors
North Carolina
$356K -$101K -1,286 -22%
MCM
1717
MV Capital Management
Maryland
$354K +$17.7K +226 +5%
FPCP
1718
Fort Point Capital Partners
California
$354K +$354K +4,510 New
1WA
1719
180 Wealth Advisors
Washington
$353K +$5.06K +62 +1%
TFA
1720
Tobias Financial Advisors
Florida
$352K +$79 +1 +0%
KP
1721
Keel Point
Alabama
$352K +$5.58K +71 +2%
GAM
1722
Griffin Asset Management
New York
$351K -$80.2K -1,020 -19%
CWM
1723
Centric Wealth Management
Illinois
$351K – – –
BMM
1724
Buffington Mohr McNeal
Idaho
$351K +$25.5K +325 +8%
SWA
1725
Sax Wealth Advisors
New Jersey
$349K -$337K -4,292 -49%
67 68
69
70 71