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NextEra Energy
NEE

2,129 hedge funds and large institutions have $118B invested in NextEra Energy in 2020 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 837 increasing their positions, 751 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more first-time investments, than exits

New positions opened: 310 | Existing positions closed: 63

12% more funds holding

Funds holding: 1,909 → 2,129 (+220)

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
2,129
Holders Change
+220
Holders Change %
+11.52%
% of All Funds
37.67%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.61%
New
310
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
RHP
1901
Royal Harbor Partners
Texas
$235K – – –
OCPWS
1902
One Charles Private Wealth Services
Massachusetts
$235K +$228K +3,044 New
HHGA
1903
Halbert Hargrove Global Advisors
California
$234K -$2.32K -31 -1%
PWM
1904
PBMares Wealth Management
Virginia
$234K – – –
DDPIC
1905
Deroy & Devereaux Private Investment Counsel
Michigan
$234K +$227K +3,032 New
AWA
1906
Aaron Wealth Advisors
Illinois
$234K +$227K +3,038 New
RPGK
1907
Retirement Planning Group (Kansas)
Kansas
$233K -$14.9K -199 -6%
ACA
1908
Anchor Capital Advisors
Massachusetts
$233K – – –
ECM
1909
Elgethun Capital Management
South Dakota
$233K +$1.05K +14 +0.5%
ADBIC
1910
A.D. Beadell Investment Counsel
Wisconsin
$233K +$227K +3,032 New
CWM
1911
CCG Wealth Management
California
$232K +$4.56K +61 +2%
VIM
1912
Vancity Investment Management
British Columbia, Canada
$231K +$224K +3,000 New
DHFB
1913
Dixon Hubard Feinour & Brown
Virginia
$230K -$186K -2,487 -75%
GCM
1914
Gables Capital Management
Florida
$228K – – –
FMI
1915
F/M Investments
District of Columbia
$228K +$221K +2,960 New
SCM
1916
Spreng Capital Management
Ohio
$227K – – –
CAM
1917
CenterStar Asset Management
Illinois
$226K – – –
Aristotle Capital Management
1918
Aristotle Capital Management
California
$225K – – –
FCFC
1919
First Citizens Financial Corp
Iowa
$225K – – –
PCMK
1920
Paragon Capital Management (Kansas)
Kansas
$225K – – –
CCM
1921
Condor Capital Management
New Jersey
$225K +$218K +2,920 New
PGWM
1922
Parisi Gray Wealth Management
New Jersey
$224K +$217K +2,900 New
SAM
1923
Satovsky Asset Management
New York
$224K +$217K +2,900 New
PWM
1924
Paulson Wealth Management
Illinois
$223K -$5.68K -76 -3%
BWM
1925
BNC Wealth Management
Oregon
$223K +$24.2K +324 +13%
75 76
77
78 79

NEE Hedge Fund Activity: Q4 2020 in Review

2,129 of the 5,651 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: 310 funds opened new NEE positions and 63 closed out — a net gain of 247 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.

  • 2,129 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.
  • 310 funds opened new NextEra Energy positions in Q4 2020 and 63 closed out, a net change of +247 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.