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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,137 hedge funds and large institutions have $113B invested in NextEra Energy, Inc. in 2021 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 974 increasing their positions, 758 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,137
Holders Change
+18
Holders Change %
+0.85%
% of All Funds
37.63%
Holding in Top 10
75
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-15.73%
% of All Funds
1.32%
New
162
Increased
974
Reduced
758
Closed
124
Calls
$1.16B
Puts
$937M
Net Calls
+$222M
Net Calls Change
+$178M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$912M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.51B
3
DZ Bank
3
DZ Bank
Germany
$811M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$496M
5
CCM
5
Cullen Capital Management
New York
$187M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.79B
2
BG
2
Bahl & Gaynor
Ohio
$522M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.38B
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$476M
5
SCCM
5
Schafer Cullen Capital Management
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
2001
Atlas Private Wealth Advisors
New Jersey
$114K +$13.4K +178 +13%
FFA
2002
Freedman Financial Associates
Massachusetts
$113K – – –
TWA
2003
TCI Wealth Advisors
Arizona
$113K +$17.2K +227 +18%
CCM
2004
Cribstone Capital Management
Maine
$112K -$21.9K -291 -16%
FMP
2005
Financial Management Professionals
Texas
$112K -$12.9K -171 -10%
JWBC
2006
John W. Brooker & Co
California
$109K – – –
BIMC
2007
Benson Investment Management Company
Virginia
$105K – – –
HWA
2008
HHM Wealth Advisors
Tennessee
$105K +$37K +488 +54%
TFGT
2009
TS Financial Group (TSFG)
Illinois
$103K +$17.5K +232 +20%
GAM
2010
GVO Asset Management
Switzerland
$102K +$102K +1,346 New
PSIWM
2011
Paradigm Strategies in Wealth Management
Minnesota
$101K +$101K +1,338 New
SAS
2012
Stelac Advisory Services
New York
$100K -$7.76K -103 -7%
SC
2013
Steph & Co
Wisconsin
$100K – – –
PCTC
2014
Perkins Coie Trust Company
Washington
$99K – – –
TFO
2015
Tarbox Family Office
California
$96K – – –
CAM
2016
CenterStar Asset Management
Illinois
$96K -$226K – –
NICM
2017
Neo Ivy Capital Management
New York
$96K +$96K +1,265 New
SC
2018
Solstein Capital
California
$96K +$96K +1,276 New
FRA
2019
Front Row Advisors
California
$90K +$24.6K +325 +38%
SLF
2020
Sun Life Financial
Ontario, Canada
$89K +$1.58K +21 +2%
EARNEST Partners
2021
EARNEST Partners
Georgia
$86K – – –
EWA
2022
Evolution Wealth Advisors
Florida
$84K +$21.5K +285 +34%
SJIM
2023
St. Johns Investment Management
Florida
$83K – – –
NFSG
2024
Newbridge Financial Services Group
Florida
$83K +$18.5K +245 +29%
CCM
2025
CAAS Capital Management
New York
$83K +$83K +1,100 New
79 80
81
82 83