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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,137 hedge funds and large institutions have $113B invested in NextEra Energy, Inc. in 2021 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 974 increasing their positions, 758 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,137
Holders Change
+18
Holders Change %
+0.85%
% of All Funds
37.63%
Holding in Top 10
75
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-15.73%
% of All Funds
1.32%
New
162
Increased
974
Reduced
758
Closed
124
Calls
$1.16B
Puts
$937M
Net Calls
+$222M
Net Calls Change
+$178M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$912M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$323M
3
DZ Bank
DZ Bank
Germany
+$304M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$233M
5
CCM
Cullen Capital Management
New York
+$140M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.66B
2
BG
Bahl & Gaynor
Ohio
-$633M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$192M
5
SCCM
Schafer Cullen Capital Management
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
1726
King Wealth Management Group
Florida
$345K – – –
CWS
1727
Cypress Wealth Services
California
$344K -$61.3K -812 -15%
MCM
1728
Marathon Capital Management
Maryland
$344K -$23.4K -310 -6%
VCM
1729
Versant Capital Management
Arizona
$344K +$1.21K +16 +0.4%
HFA
1730
HC Financial Advisors
California
$343K +$19.5K +258 +6%
W
1731
Wealthquest
Ohio
$342K -$3.62K -48 -1%
EGWAG
1732
Elwood & Goetz Wealth Advisory Group
Georgia
$342K – – –
HIC
1733
Holderness Investments Company
North Carolina
$340K – – –
LIG
1734
Lokken Investment Group
Delaware
$338K – – –
BP
1735
BCK Partners
New York
$337K – – –
TFA
1736
Tobias Financial Advisors
Florida
$337K +$151 +2 +0%
MLFP
1737
MPS Loria Financial Planners
Illinois
$335K -$75 -1 -0%
MWM
1738
MBE Wealth Management
Wisconsin
$334K -$27.3K -362 -8%
AIM
1739
Axiom Investment Management
New York
$334K +$334K +4,417 New
FFWM
1740
Future Financial Wealth Management
Ohio
$333K – – –
BCM
1741
Bayesian Capital Management
New York
$333K +$333K +4,400 New
AIM
1742
AMI Investment Management
Indiana
$332K – – –
CWM
1743
Concentric Wealth Management
California
$332K +$42K +556 +14%
1IA
1744
1834 Investment Advisors
Wisconsin
$330K +$5.06K +67 +2%
DLA
1745
Douglas Lane & Associates
New York
$328K -$32.6K -431 -9%
GWM
1746
Greenwich Wealth Management
Connecticut
$327K +$49K +649 +18%
CAM
1747
Concorde Asset Management
Michigan
$327K +$327K +4,319 New
FSC
1748
Full Sail Capital
Oklahoma
$325K – – –
SAM
1749
SignalPoint Asset Management
Missouri
$325K +$51.5K +681 +19%
PAMG
1750
Patton Albertson Miller Group
Tennessee
$324K -$10.6K -140 -3%
68 69
70
71 72