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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 %
PAM
1751
Peak Asset Management
Colorado
$324K – – –
SMH
1752
Sanders Morris Harris
Texas
$323K – – –
TSS
1753
Two Sigma Securities
New York
$323K +$323K +4,273 New
TC
1754
TAP Consulting
Missouri
$322K +$4.01K +53 +1%
WA
1755
Waverly Advisors
Alabama
$322K +$19K +255 +6%
WIC
1756
Willis Investment Counsel
Georgia
$322K +$322K +4,264 New
PAG
1757
Private Advisory Group
Washington
$321K +$321K +4,247 New
1WA
1758
180 Wealth Advisors
Washington
$320K +$12.4K +167 +4%
FCFC
1759
First Citizens Financial Corp
Iowa
$320K +$99.8K +1,322 +45%
BWP
1760
BSW Wealth Partners
Colorado
$319K -$12.7K -168 -4%
EF
1761
Exeter Financial
Arizona
$319K – – –
TSS
1762
Thomas Story & Son
Indiana
$319K +$16.8K +222 +6%
NL
1763
Navalign LLC
California
$319K +$319K +4,217 New
RC
1764
Roundview Capital
New Jersey
$318K – – –
MA
1765
Mosaic Advisors
Texas
$318K +$69K +914 +28%
C
1766
Certuity
Florida
$317K +$317K +4,191 New
MPM
1767
Meritage Portfolio Management
Kansas
$315K – – –
HCA
1768
Heck Capital Advisors
Wisconsin
$313K +$313K +4,144 New
AIP
1769
ARS Investment Partners
New York
$312K – – –
FA
1770
Financial Advantage
Maryland
$312K – – –
CAS
1771
Cascadia Advisory Services
Oregon
$309K +$309K +4,086 New
GGI
1772
Godsey & Gibb Inc
Virginia
$309K +$309K +4,087 New
JSL
1773
JT Stratford LLC
Georgia
$308K -$86.2K -1,141 -22%
TF
1774
Tompkins Financial
New York
$308K -$5.75K -76 -2%
MCM
1775
Mengis Capital Management
Oregon
$308K – – –
69 70
71
72 73