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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,133 hedge funds and large institutions have $109B invested in NextEra Energy, Inc. in 2021 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 1,007 increasing their positions, 707 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
-4
Holders Change %
-0.19%
% of All Funds
37.24%
Holding in Top 10
53
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-29.33%
% of All Funds
0.93%
New
130
Increased
1,007
Reduced
707
Closed
108
Calls
$1.25B
Puts
$809M
Net Calls
+$437M
Net Calls Change
+$216M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.14B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$350M
3
Macquarie Group
Macquarie Group
Australia
$229M
4
Franklin Resources
Franklin Resources
California
$1.55B
5
VNIM
Vaughan Nelson Investment Management
Texas
$131M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.1B
3
DZ Bank
DZ Bank
Germany
$588M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$250M
5
Blackstone Inc
Blackstone Inc
New York
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1726
Mosaic Advisors
Texas
$337K +$28.4K +387 +9%
VCM
1727
Versant Capital Management
Arizona
$336K +$3.44K +47 +1%
EGWAG
1728
Elwood & Goetz Wealth Advisory Group
Georgia
$336K +$4.4K +60 +1%
KWMG
1729
King Wealth Management Group
Florida
$335K – – –
FFWM
1730
Future Financial Wealth Management
Ohio
$335K +$12.6K +172 +4%
Members Trust
1731
Members Trust
Florida
$334K -$71.2K -971 -18%
CCFM
1732
Clear Creek Financial Management
Washington
$333K +$333K +4,546 New
HFA
1733
HC Financial Advisors
California
$332K – – –
CWS
1734
Cypress Wealth Services
California
$331K -$2.86K -39 -0.9%
SN
1735
Sittner & Nelson
Oregon
$330K -$29.3K -400 -8%
MCM
1736
Marathon Capital Management
Maryland
$330K -$3.66K -50 -1%
HIC
1737
Holderness Investments Company
North Carolina
$330K – – –
EF
1738
Exeter Financial
Arizona
$330K +$16.3K +220 +5%
LK
1739
Lumbard & Kellner
New Hampshire
$329K – – –
TFA
1740
Tobias Financial Advisors
Florida
$328K +$1.39K +19 +0.4%
CWM
1741
Centric Wealth Management
Illinois
$327K +$33.1K +452 +11%
MCM
1742
Manchester Capital Management
Vermont
$324K -$150K -2,050 -32%
MWM
1743
MBE Wealth Management
Wisconsin
$324K +$146 +2 +0%
KP
1744
Keel Point
Alabama
$323K -$30.7K -419 -9%
TFM
1745
TFC Financial Management
Massachusetts
$322K -$323K -4,400 -50%
CWM
1746
Concentric Wealth Management
California
$322K – – –
RC
1747
Roundview Capital
New Jersey
$322K +$12.9K +176 +4%
BFPW
1748
BOK Financial Private Wealth
Colorado
$322K +$94.1K +1,286 +41%
PWMG
1749
Prestige Wealth Management Group
New Jersey
$321K +$52.2K +714 +19%
LIA
1750
LS Investment Advisors
Michigan
$320K -$6.34M -86,456 -95%
68 69
70
71 72