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NextEra Energy
NEE

2,130 hedge funds and large institutions have $118B invested in NextEra Energy in 2020 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 837 increasing their positions, 751 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more first-time investments, than exits

New positions opened: 311 | Existing positions closed: 63

12% more funds holding

Funds holding: 1,909 → 2,130 (+221)

11% more repeat investments, than reductions

Existing positions increased: 837 | Existing positions reduced: 751

11% more capital invested

Capital invested by funds: $106B → $118B (+$12B)

4% more call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.17B

2% less funds holding in top 10

Funds holding in top 10: 93 → 91 (-2)

235.58% less ownership

Funds ownership: 313.22% → 77.64% (-236%)

Holders
2,130
Holders Change
+221
Holders Change %
+11.58%
% of All Funds
37.69%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.61%
New
311
Increased
837
Reduced
751
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

Rank Fund Capital Flow
1
BG
Bahl & Gaynor
Ohio
+$523M
2
Capital International Investors
Capital International Investors
California
+$293M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$163M
4
Norges Bank
Norges Bank
Norway
+$122M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$915M
2
State Street
State Street
Massachusetts
-$266M
3
JP Morgan Chase
JP Morgan Chase
New York
-$202M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$136M
5
DZ Bank
DZ Bank
Germany
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1851
Tradition Wealth Management
Minnesota
$258K +$251K +3,349 New
TCM
1852
Towercrest Capital Management
Pennsylvania
$257K +$3.37K +45 +1%
MIM
1853
MTM Investment Management
South Carolina
$257K +$249K +3,328 New
OFA
1854
Oak Family Advisors
Illinois
$257K +$249K +3,333 New
WA
1855
Wealth Architects
California
$257K +$250K +3,337 New
ACA
1856
Affinity Capital Advisors
California
$256K – – –
AWMG
1857
Alliance Wealth Management Group
New Jersey
$256K +$3.37K +45 +1%
LB
1858
Leo Brokerage
Texas
$256K +$248K +3,321 New
SFI
1859
SPC Financial Inc
Maryland
$255K -$3.29K -44 -1%
PGA
1860
Portland Global Advisors
Maine
$255K -$2.69K -36 -1%
GWM
1861
GSB Wealth Management
Connecticut
$255K – – –
PWP
1862
Personal Wealth Partners
Minnesota
$255K – – –
VHAM
1863
Van Hulzen Asset Management
California
$254K +$150 +2 +0.1%
QC
1864
QCM Cayman
Texas
$254K +$246K +3,288 New
MA
1865
Mosaic Advisors
Texas
$254K +$247K +3,296 New
SFG
1866
SNS Financial Group
Minnesota
$253K -$14.7K -196 -6%
GIA
1867
Gladstone Institutional Advisory
Florida
$253K -$3.74K -50 -2%
NRI
1868
NFP Retirement Inc
California
$252K +$4.86K +65 +2%
VCAM
1869
Van Cleef Asset Management
Ohio
$251K +$27.5K +368 +13%
JF
1870
JSF Financial
California
$250K +$20.3K +272 +9%
FNBOH
1871
First National Bank of Hutchinson
Kansas
$249K +$230K +3,075 New
RTC
1872
Riverview Trust Company
Washington
$248K – – –
HWA
1873
Heritage Wealth Advisors
Virginia
$248K +$150 +2 +0.1%
SA
1874
Sicart Associates
New York
$247K – – –
TCWM
1875
Total Clarity Wealth Management
Illinois
$247K +$16.8K +225 +8%
73 74
75
76 77

NEE Hedge Fund Activity: Q4 2020 in Review

2,130 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NextEra Energy (NEE) for Q4 2020, worth a combined $118B — up 11% from $106B a quarter earlier.

Buyers outnumbered sellers: 311 funds opened new NEE positions and 63 closed out — a net gain of 248 holders — while 837 added to existing stakes and 751 trimmed.

The largest buyer was Bahl & Gaynor, adding an estimated $523M. The largest seller was T. Rowe Price Associates, cutting an estimated $915M.

  • 2,130 institutional investors held NextEra Energy (NEE) as of Q4 2020, up from 1,909 in Q3 2020.
  • Funds reported $118B of NextEra Energy stock for Q4 2020, up 11% quarter-over-quarter.
  • 311 funds opened new NextEra Energy positions in Q4 2020 and 63 closed out, a net change of +248 holders.
  • The largest NextEra Energy buyer in Q4 2020 was Bahl & Gaynor, an estimated $523M added.
  • The largest NextEra Energy seller in Q4 2020 was T. Rowe Price Associates, an estimated $915M sold.

Based on aggregated 13F filings for Q4 2020.