NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

2,119 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2020 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 834 increasing their positions, 748 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,119
Holders Change
+217
Holders Change %
+11.41%
% of All Funds
37.6%
Holding in Top 10
89
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.26%
% of All Funds
1.58%
New
307
Increased
834
Reduced
748
Closed
63
Calls
$1.21B
Puts
$1.17B
Net Calls
+$43.6M
Net Calls Change
+$5.7M

Top Buyers

1
BG
Bahl & Gaynor
Ohio
+$539M
2
Capital International Investors
Capital International Investors
California
+$302M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$168M
4
KBC Group
KBC Group
Belgium
+$161M
5
Norges Bank
Norges Bank
Norway
+$126M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$944M
2
State Street
State Street
Massachusetts
-$274M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$208M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$141M
5
DZ Bank
DZ Bank
Germany
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1976
TD Capital Management
Tennessee
$135K +$155 +2 +0.1%
SFP
1977
Sterling Financial Planning
New Jersey
$130K +$130K +1,680 New
CCA
1978
Childress Capital Advisors
Texas
$128K +$128K +1,659 New
APC
1979
Aspire Private Capital
North Carolina
$127K -$436K -5,638 -77%
FMP
1980
Financial Management Professionals
Texas
$127K – – –
MCM
1981
MV Capital Management
Maryland
$126K +$15.4K +200 +14%
VCG
1982
Vantage Consulting Group
Virginia
$126K +$126K +1,630 New
FPCG
1983
Fort Pitt Capital Group
Pennsylvania
$124K +$124K +1,608 New
AA
1984
Addison Advisors
Vermont
$118K +$118K +1,532 New
CFD
1985
Creative Financial Designs
Indiana
$116K +$2K +26 +2%
FFA
1986
Freedman Financial Associates
Massachusetts
$116K +$116K +1,500 New
JWBC
1987
John W. Brooker & Co
California
$112K – – –
CWP
1988
Concord Wealth Partners
Virginia
$110K +$110K +1,422 New
SAS
1989
Stelac Advisory Services
New York
$110K +$110K +1,430 New
BIMC
1990
Benson Investment Management Company
Virginia
$107K – – –
TPWA
1991
TRUE Private Wealth Advisors
Oregon
$106K +$36.2K +472 +52%
APWA
1992
Atlas Private Wealth Advisors
New Jersey
$103K +$92.5K +1,200 +882%
SC
1993
Steph & Co
Wisconsin
$102K – – –
PCTC
1994
Perkins Coie Trust Company
Washington
$101K – – –
TFO
1995
Tarbox Family Office
California
$98K – – –
TWA
1996
TCI Wealth Advisors
Arizona
$98K +$1.86K +24 +2%
SWM
1997
Sugarloaf Wealth Management
Georgia
$97K +$155 +2 +0.2%
TCM
1998
Tradewinds Capital Management
Washington
$93K – – –
BWA
1999
Burt Wealth Advisors
Maryland
$93K – – –
SFG
2000
Sowa Financial Group
Rhode Island
$93K – – –
78 79
80
81 82