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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,143 hedge funds and large institutions have $118B invested in NextEra Energy, Inc. in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 925 increasing their positions, 772 reducing their positions, and 90 closing their positions.

Holders
2,143
Holders Change
+10
Holders Change %
+0.47%
% of All Funds
37.64%
Holding in Top 10
70
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+32.08%
% of All Funds
1.23%
New
131
Increased
925
Reduced
772
Closed
90
Calls
$1.07B
Puts
$981M
Net Calls
+$87.9M
Net Calls Change
-$350M

Top Buyers

1
DZ Bank
1
DZ Bank
Germany
$961M
2
UBS AM
2
UBS AM
Illinois
$1.12B
3
State Street
3
State Street
Massachusetts
$7.8B
4
Mitsubishi UFJ Trust & Banking
4
Mitsubishi UFJ Trust & Banking
Japan
$644M
5
Barclays
5
Barclays
United Kingdom
$385M

Top Sellers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$558K
2
Franklin Resources
2
Franklin Resources
California
$1.52B
3
Ameriprise
3
Ameriprise
Minnesota
$864M
4
Millennium Management
4
Millennium Management
New York
$51.8M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$264M
Name Market Value Shares Shares
Change 		Shares
Change %
GFPC
2001
Global Financial Private Client
Florida
$152K 1,923 +318 +20%
MGIM
2002
M&G Investment Management
United Kingdom
$152K 1,926,577 -46,365 -2%
PA
2003
PSI Advisors
Florida
$151K 1,929 +1,929 New
WWM
2004
Wagner Wealth Management
South Carolina
$150K 1,755 +8 +0.5%
CWA
2005
Clearview Wealth Advisors
Oregon
$148K 1,884 +1 +0.1%
SC
2006
Solstein Capital
California
$142K 1,807 +266 +17%
TWA
2007
TCI Wealth Advisors
Arizona
$142K 1,813 +394 +28%
CH
2008
Canton Hathaway
Rhode Island
$138K 1,763 +843 +92%
TCM
2009
TD Capital Management
Tennessee
$137K 1,746 – –
FMP
2010
Financial Management Professionals
Texas
$137K 1,739 +130 +8%
KIG
2011
Kowal Investment Group
Wisconsin
$132K 1,681 +1,681 New
MS
2012
Mizuho Securities
Japan
$130K 1,651 -5,909 -78%
LFG
2013
Larson Financial Group
Missouri
$130K 1,656 – –
FWM
2014
Filbrandt Wealth Management
Wisconsin
$130K 1,651 – –
EWA
2015
Evolution Wealth Advisors
Florida
$123K 1,568 +538 +52%
NFSG
2016
Newbridge Financial Services Group
Florida
$122K 1,556 -15 -1%
WBC
2017
West Branch Capital
Massachusetts
$122K 1,552 – –
FFA
2018
Freedman Financial Associates
Massachusetts
$118K 1,500 – –
SWM
2019
Sugarloaf Wealth Management
Georgia
$118K 1,506 +142 +10%
RCG
2020
Rock Creek Group
District of Columbia
$117K 1,489 -1,201 -45%
AA
2021
Addison Advisors
Vermont
$117K 1,492 – –
FP
2022
Financial Perspectives
Minnesota
$114K 1,456 – –
JWBC
2023
John W. Brooker & Co
California
$114K 1,448 – –
HWA
2024
HHM Wealth Advisors
Tennessee
$113K 1,440 +84 +6%
SFP
2025
Sterling Financial Planning
New Jersey
$112K 1,426 -254 -15%
79 80
81
82 83