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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,119 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2020 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 834 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,119
Holders Change
+217
Holders Change %
+11.41%
% of All Funds
37.6%
Holding in Top 10
89
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.26%
% of All Funds
1.58%
New
307
Increased
834
Reduced
748
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

1
BG
Bahl & Gaynor
Ohio
+$539M
2
Capital International Investors
Capital International Investors
California
+$302M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$168M
4
KBC Group
KBC Group
Belgium
+$161M
5
Norges Bank
Norges Bank
Norway
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
2
State Street
State Street
Massachusetts
-$274M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$208M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$141M
5
DZ Bank
DZ Bank
Germany
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
1726
HC Financial Advisors
California
$330K +$67.4K +872 +26%
MLFP
1727
MPS Loria Financial Planners
Illinois
$330K +$108K +1,456 +49%
UAS
1728
United Asset Strategies
New York
$330K +$330K +4,274 New
TLP
1729
Trinity Legacy Partners
Texas
$330K +$330K +4,274 New
SMH
1730
Sanders Morris Harris
Texas
$329K – – –
FM
1731
Family Management
New York
$329K +$329K +4,262 New
LS
1732
Leelyn Smith
Illinois
$327K -$23.2K -300 -7%
EF
1733
Exeter Financial
Arizona
$326K – – –
EWM
1734
Executive Wealth Management
Michigan
$326K +$64.9K +842 +25%
RC
1735
Roundview Capital
New Jersey
$325K +$30.9K +400 +10%
AO
1736
Advisor OS
Illinois
$324K -$63.2K -818 -16%
TC
1737
TAP Consulting
Missouri
$324K -$6.47K -84 -2%
MPM
1738
Meritage Portfolio Management
Kansas
$322K – – –
CC
1739
Cornerstone Capital
California
$320K -$29.3K -380 -8%
TF
1740
Tompkins Financial
New York
$320K +$5.87K +76 +2%
BCA
1741
Berman Capital Advisors
Georgia
$319K +$29.5K +383 +10%
AIP
1742
ARS Investment Partners
New York
$318K – – –
FA
1743
Financial Advantage
Maryland
$318K – – –
EWM
1744
Elite Wealth Management
Washington
$315K +$5.48K +71 +2%
SG
1745
StoneX Group
New York
$315K +$61.4K +796 +24%
NEWAS
1746
N.E.W. Advisory Services
Wisconsin
$315K +$315K +4,092 New
WAAG
1747
Wealth Alliance Advisory Group
Kansas
$314K +$75.8K +981 +32%
MCM
1748
Mengis Capital Management
Oregon
$314K +$79.4K +1,030 +34%
HWM
1749
Holloway Wealth Management
Florida
$313K -$472K – –
GIP
1750
Granite Investment Partners
California
$313K +$53.5K +695 +21%
68 69
70
71 72