NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

1,902 hedge funds and large institutions have $105B invested in NextEra Energy, Inc. in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 777 increasing their positions, 694 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
+66
Holders Change %
+3.59%
% of All Funds
38.48%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.86%
New
163
Increased
777
Reduced
694
Closed
77
Calls
$946M
Puts
$908M
Net Calls
+$37.9M
Net Calls Change
+$26M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$340M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
3
Artisan Partners
Artisan Partners
Wisconsin
+$120M
4
Fidelity International
Fidelity International
Bermuda
+$97.3M
5
Barclays
Barclays
United Kingdom
+$92.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
2
State Street
State Street
Massachusetts
-$246M
3
Goldman Sachs
Goldman Sachs
New York
-$231M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$114M
5
MWNA
Marshall Wace North America
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
1726
TrustCore Financial Services
Tennessee
$221K -$12.2K -176 -5%
AIM
1727
Avity Investment Management
Connecticut
$221K -$9.98K -144 -4%
B
1728
Bridgeworth
Alabama
$220K -$111K -1,600 -34%
SFSG
1729
Stearns Financial Services Group
North Carolina
$217K +$217K +3,124 New
CAM
1730
CenterStar Asset Management
Illinois
$216K -$114K – –
LCC
1731
Lincoln Capital Corp
Rhode Island
$216K +$216K +3,116 New
VST
1732
Van Strum & Towne
California
$216K +$216K +3,120 New
WAAG
1733
Wealth Alliance Advisory Group
Kansas
$214K +$214K +3,084 New
RG
1734
Rathbones Group
United Kingdom
$213K -$75.1K -1,084 -26%
FFBTD
1735
First Financial Bank - Trust Division
Ohio
$213K -$25K -360 -11%
HHGA
1736
Halbert Hargrove Global Advisors
California
$213K +$213K +3,068 New
PFA
1737
Paradigm Financial Advisors
Missouri
$213K +$213K +3,072 New
SCM
1738
Shapiro Capital Management
Georgia
$212K +$212K +3,060 New
WAG
1739
Winthrop Advisory Group
Massachusetts
$212K +$212K +3,024 New
EIP
1740
Ellis Investment Partners
Pennsylvania
$211K +$1.11K +16 +0.5%
RHP
1741
Royal Harbor Partners
Texas
$211K +$211K +3,040 New
MCM
1742
Mengis Capital Management
Oregon
$211K +$211K +3,044 New
PWM
1743
PBMares Wealth Management
Virginia
$210K -$66.3K -956 -24%
SIS
1744
Sound Income Strategies
Florida
$210K +$6.66K +96 +3%
ACA
1745
Anchor Capital Advisors
Massachusetts
$210K +$210K +3,020 New
XM
1746
XTX Markets
New York
$209K +$209K +3,012 New
ECM
1747
Elgethun Capital Management
South Dakota
$208K – – –
MLFP
1748
MPS Loria Financial Planners
Illinois
$207K +$95.2K +1,372 +85%
TCWM
1749
Total Clarity Wealth Management
Illinois
$207K +$207K +2,980 New
SAG
1750
Spotlight Asset Group
Illinois
$207K +$207K +2,980 New
68 69
70
71 72