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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,400 hedge funds and large institutions have $101B invested in NextEra Energy, Inc. in 2023 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 924 increasing their positions, 989 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,400
Holders Change
+105
Holders Change %
+4.58%
% of All Funds
35.19%
Holding in Top 10
39
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+34.48%
% of All Funds
0.57%
New
297
Increased
924
Reduced
989
Closed
155
Calls
$1.53B
Puts
$1.06B
Net Calls
+$465M
Net Calls Change
-$8.67M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$6.01B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.74B
3
State Street
State Street
Massachusetts
$7.05B
4
Norges Bank
Norges Bank
Norway
$2.56B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.34B

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
$65.2M
2
Bank of America
Bank of America
North Carolina
$1.82B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$991M
4
Fisher Asset Management
Fisher Asset Management
Washington
$4.31M
5
Goldman Sachs
Goldman Sachs
New York
$813M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
2501
Sanders Morris Harris
Texas
– -$299K -5,218 Closed
HPM
2502
Hoxton Planning & Management
West Virginia
– -$298K -5,206 Closed
LCOV
2503
London Company of Virginia
Virginia
– -$298K -5,200 Closed
WCM
2504
WealthBridge Capital Management
Ohio
– -$276K -4,818 Closed
SSWM
2505
Sheets Smith Wealth Management
North Carolina
– -$269K -4,698 Closed
IGAM
2506
iA Global Asset Management
Quebec, Canada
– -$264K -4,615 Closed
AO
2507
Advisor OS
Illinois
– -$261K -4,550 Closed
IP
2508
Ignite Planners
California
– -$224K -4,535 Closed
TWM
2509
Tolleson Wealth Management
Texas
– -$253K -4,410 Closed
HBWM
2510
Hollow Brook Wealth Management
New York
– -$244K -4,260 Closed
LFP
2511
Lakeshore Financial Planning
Michigan
– -$239K -4,168 Closed
TAM
2512
Townsend Asset Management
North Carolina
– -$228K -3,988 Closed
CWA
2513
Carolina Wealth Advisors
South Carolina
– -$226K -3,940 Closed
TA
2514
TFB Advisors
Kansas
– -$222K -3,876 Closed
CA
2515
Corrado Advisors
New Jersey
– -$222K -3,870 Closed
FIBT
2516
First International Bank & Trust
North Dakota
– -$217K -3,788 Closed
HBT
2517
Heartland Bank & Trust
Illinois
– -$217K -3,782 Closed
SWM
2518
Silverlake Wealth Management
Vermont
– -$211K -3,690 Closed
AC
2519
ASB Consultores
Florida
– -$211K -3,680 Closed
WA
2520
Waddell & Associates
Tennessee
– -$211K -3,678 Closed
CWM
2521
Centric Wealth Management
Illinois
– -$210K -3,660 Closed
BDWCC
2522
B&D White Capital Company
Texas
– -$207K -3,620 Closed
OL
2523
Optas LLC
Texas
– -$207K -3,608 Closed
FFA
2524
Fi3 Financial Advisors
Indiana
– -$205K -3,580 Closed
PFWA
2525
Paces Ferry Wealth Advisors
Georgia
– -$205K -3,577 Closed
99 100
101
102 103