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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 %
CAM
2001
Costello Asset Management
Pennsylvania
$93K +$86.5K +1,125 +1,339%
WWM
2002
Wolff Wiese Magana
California
$93K +$93K +1,210 New
BWM
2003
Birchcreek Wealth Management
Ohio
$92K +$92K +1,200 New
SLF
2004
Sun Life Financial
Ontario, Canada
$90K -$853 -11 -0.9%
MIM
2005
Meridiem Investment Management
United Kingdom
$89K +$89K +1,160 New
MS
2006
Mizuho Securities
Japan
$88K -$171K -2,220 -66%
EARNEST Partners
2007
EARNEST Partners
Georgia
$88K – – –
TFGT
2008
TS Financial Group (TSFG)
Illinois
$87K +$14.1K +184 +19%
IA
2009
Inspire Advisors
Idaho
$87K +$87K +1,124 New
SJIM
2010
St. Johns Investment Management
Florida
$85K – – –
JFA
2011
JNBA Financial Advisors
Minnesota
$84K -$31.3K -405 -27%
EIM
2012
Essex Investment Management
Massachusetts
$81K – – –
FPB
2013
First PREMIER Bank
South Dakota
$81K – – –
GAM
2014
Gemmer Asset Management
California
$78K – – –
NIM
2015
NuWave Investment Management
New Jersey
$74K +$40.1K +517 +119%
CCA
2016
Column Capital Advisors
Indiana
$71K -$59.3K -772 -46%
ME
2017
McIlrath & Eck
Washington
$69K -$37.7K -486 -35%
HWA
2018
HHM Wealth Advisors
Tennessee
$69K +$30.5K +396 +79%
CTB
2019
Country Trust Bank
Illinois
$68K – – –
FRA
2020
Front Row Advisors
California
$67K -$201K -2,592 -75%
TIM
2021
Tortoise Investment Management
New York
$67K +$6.04K +78 +10%
FP
2022
Financial Perspectives
Minnesota
$66.3K – – –
NFSG
2023
Newbridge Financial Services Group
Florida
$66K +$14.9K +193 +29%
EWA
2024
Evolution Wealth Advisors
Florida
$64K +$3.86K +50 +6%
ST
2025
Sageworth Trust
Pennsylvania
$64K +$64K +836 New
79 80
81
82 83