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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 %
EIM
2026
Essex Investment Management
Massachusetts
$79K – – –
FPB
2027
First PREMIER Bank
South Dakota
$79K – – –
GAM
2028
Gemmer Asset Management
California
$76K – – –
GIA
2029
Goodwin Investment Advisory
Georgia
$75K +$75K +997 New
HWMA
2030
Heritage Wealth Management (Arizona)
Arizona
$71K +$71K +940 New
CCA
2031
Column Capital Advisors
Indiana
$70K – – –
CH
2032
Canton Hathaway
Rhode Island
$70K +$60.9K +800 +667%
CTB
2033
Country Trust Bank
Illinois
$68K +$1.88K +25 +3%
TIM
2034
Tortoise Investment Management
New York
$68K +$2.64K +35 +4%
ME
2035
McIlrath & Eck
Washington
$62K -$5.46K -72 -8%
APWM
2036
Atlas Private Wealth Management
New York
$62K +$19.3K +256 +45%
SQA
2037
Simon Quick Advisors
New Jersey
$61K +$302 +4 +0.5%
OCM
2038
Orion Capital Management
California
$60K – – –
DOA
2039
D'Orazio & Associates
Virginia
$60K – – –
MWC
2040
MBM Wealth Consultants
Missouri
$60K – – –
SWG
2041
Summit Wealth Group
Vermont
$60K +$60K +795 New
RF
2042
Robbins Farley
New Hampshire
$60K +$60K +800 New
TFIPS
2043
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.9K – – –
FI
2044
FormulaFolio Investments
Michigan
$59K -$2.38M -32,313 -98%
WWM
2045
Wolff Wiese Magana
California
$59K -$32.9K -433 -36%
BHWM
2046
Bay Harbor Wealth Management
Maryland
$58K +$1.36K +18 +2%
GFPC
2047
Global Financial Private Client
Florida
$56.4K +$1.82K +24 +3%
SL
2048
Savior LLC
Massachusetts
$56K – – –
MAM
2049
Marquette Asset Management
Minnesota
$55K – – –
TLCM
2050
Twin Lakes Capital Management
California
$53K +$53K +698 New
80 81
82
83 84