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NextEra Energy, Inc.
NEE

Overview Fund Activity

1,902 hedge funds and large institutions have $105B invested in NextEra Energy, Inc. in 2020 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 777 increasing their positions, 694 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,902
Holders Change
+66
Holders Change %
+3.59%
% of All Funds
38.48%
Holding in Top 10
92
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.05%
% of All Funds
1.86%
New
163
Increased
777
Reduced
694
Closed
77
Calls
$946M
Puts
$908M
Net Calls
+$37.9M
Net Calls Change
+$26M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$340M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$209M
3
Artisan Partners
Artisan Partners
Wisconsin
+$120M
4
Fidelity International
Fidelity International
Bermuda
+$97.3M
5
Barclays
Barclays
United Kingdom
+$92.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
2
State Street
State Street
Massachusetts
-$246M
3
Goldman Sachs
Goldman Sachs
New York
-$231M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$114M
5
MWNA
Marshall Wace North America
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1851
HHM Wealth Advisors
Tennessee
$35K – – –
HS
1852
Horan Securities
United States
$34K -$12.6K -184 -27%
RG
1853
Retirement Group
California
$33K -$3.03K -44 -8%
EI
1854
Ellevest Inc
New York
$32K +$5.79K +84 +22%
RA
1855
Rational Advisors
New York
$30K -$27.5K -400 -48%
NIM
1856
NuWave Investment Management
New Jersey
$30K -$27.5K -400 -48%
NIC
1857
Northwest Investment Counselors
Oregon
$27K +$27K +388 New
Loomis, Sayles & Company
1858
Loomis, Sayles & Company
Massachusetts
$23K -$19.7K -284 -46%
AW
1859
Avion Wealth
Texas
$23K – – –
JSC
1860
Jackson Square Capital
California
$22K -$5.16K -76 -19%
AAP
1861
Arax Advisory Partners
Colorado
$20K – – –
RIA
1862
RPG Investment Advisory
California
$19K -$1.63K -24 -8%
KLWA
1863
Kelly Lawrence W & Associates
California
$18K – – –
FP
1864
Fiduciary Planning
Florida
$17K +$17K +244 New
PW
1865
Price Wealth
Texas
$15K +$11.9K +168 +382%
KFS
1866
Kelly Financial Services
Massachusetts
$14.7K – – –
LWANC
1867
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K – – –
BCM
1868
Bourgeon Capital Management
Connecticut
$14K – – –
PFO
1869
Pathstone Family Office
New Jersey
$14K – – –
JWM
1870
Janiczek Wealth Management
Colorado
$14K +$10.3K +144 +277%
TFA
1871
Toth Financial Advisory
Virginia
$14K +$14K +200 New
SXL
1872
Summit X LLC
Missouri
$13.9K – – –
HWM
1873
HighMark Wealth Management
Minnesota
$13K – – –
BC
1874
Barnett & Company
Tennessee
$11K – – –
ICM
1875
Islay Capital Management
Texas
$11K +$11K +156 New
73 74
75
76 77