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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
APW
1876
Acima Private Wealth
Virginia
$247K +$53.9K +720 +29%
TFA
1877
Trinity Financial Advisors
Ohio
$247K +$239K +3,200 New
CFO
1878
Collective Family Office
Pennsylvania
$246K +$238K +3,188 New
4WM
1879
4J Wealth Management
Virginia
$246K +$239K +3,189 New
MWM
1880
Modera Wealth Management
New Jersey
$246K +$239K +3,191 New
CSM
1881
CAMG Solamere Management
North Carolina
$245K -$720K -9,620 -75%
B
1882
Bridgeworth
Alabama
$245K – – –
DE
1883
Day & Ennis
Georgia
$244K -$12K -160 -5%
AIM
1884
Avity Investment Management
Connecticut
$244K -$1.5K -20 -0.6%
AWP
1885
Abacus Wealth Partners
California
$243K +$236K +3,150 New
TWP
1886
Tower Wealth Partners
Pennsylvania
$243K +$236K +3,156 New
KC
1887
Kingfisher Capital
North Carolina
$242K +$235K +3,136 New
ISWM
1888
Independent Solutions Wealth Management
New York
$241K +$234K +3,130 New
GAB
1889
German American Bancorp
Indiana
$241K -$118K -1,580 -34%
VST
1890
Van Strum & Towne
California
$241K – – –
GCM
1891
Gladius Capital Management
Illinois
$240K -$164K -2,195 -41%
LCC
1892
Lincoln Capital Corp
Rhode Island
$240K -$224 -3 -0.1%
SIS
1893
Sound Income Strategies
Florida
$240K +$6.28K +84 +3%
AWM
1894
Accel Wealth Management
Iowa
$239K +$232K +3,103 New
SCA
1895
Sage Capital Advisors
South Dakota
$238K +$214K +2,865 New
FFBTD
1896
First Financial Bank - Trust Division
Ohio
$237K – – –
PFA
1897
Paradigm Financial Advisors
Missouri
$237K – – –
FNT
1898
First Nebraska Trust
Nebraska
$236K -$9.87K -132 -4%
SCM
1899
Shapiro Capital Management
Georgia
$236K – – –
SNT
1900
Security National Trust
West Virginia
$236K +$59.8K +800 +35%
74 75
76
77 78

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.