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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
$4.51B
3
DZ Bank
DZ Bank
Germany
$811M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$496M
5
CCM
Cullen Capital Management
New York
$187M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.79B
2
BG
Bahl & Gaynor
Ohio
$522M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.38B
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$476M
5
SCCM
Schafer Cullen Capital Management
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1801
McLean Asset Management
Virginia
$292K – – –
HFP
1802
Holistic Financial Partners
Indiana
$292K +$12.9K +170 +5%
MA
1803
MONECO Advisors
Connecticut
$292K +$102K +1,356 +54%
AWM
1804
Accel Wealth Management
Iowa
$291K +$56.1K +741 +24%
CPA
1805
Clear Perspective Advisors
Illinois
$290K -$173K -2,285 -37%
CC
1806
Cornerstone Capital
California
$290K -$24.4K -322 -8%
PWM
1807
PBMares Wealth Management
Virginia
$290K +$61.4K +814 +27%
MA
1808
MCF Advisors
Kentucky
$290K +$153K +2,028 +112%
SIM
1809
Sadoff Investment Management
Wisconsin
$289K +$289K +3,824 New
OSNBOA
1810
Old Second National Bank of Aurora
Illinois
$288K – – –
CI
1811
CX Institutional
Indiana
$288K +$7.56K +100 +3%
BCA
1812
Bray Capital Advisors
Florida
$287K – – –
BCB
1813
Brian C. Broderick
$287K – – –
CCG
1814
Capital CS Group
California
$287K – – –
AC
1815
Avestar Capital
New York
$287K +$70.3K +912 +32%
PFWA
1816
Paces Ferry Wealth Advisors
Georgia
$286K -$2.12K -28 -0.7%
OL
1817
Optas LLC
Texas
$286K +$72.1K +954 +34%
TWM
1818
Tradition Wealth Management
Minnesota
$284K +$30.9K +409 +12%
HIC
1819
Harvey Investment Company
Kentucky
$282K – – –
MFG
1820
Menard Financial Group
Texas
$282K – – –
5L
1821
55I LLC
Massachusetts
$282K +$16.3K +216 +6%
WCWM
1822
Willow Creek Wealth Management
California
$282K +$282K +3,735 New
FM
1823
Foster & Motley
Ohio
$281K -$7.4K -98 -3%
CFA
1824
Cahill Financial Advisors
Minnesota
$281K +$2.12K +28 +0.8%
CBTWT
1825
Community Bank & Trust (Waco, Texas)
Texas
$280K -$43.5K -576 -13%
71 72
73
74 75