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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,640 hedge funds and large institutions have $135B invested in NextEra Energy, Inc. in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 1,086 increasing their positions, 1,003 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,640
Holders Change
+121
Holders Change %
+4.8%
% of All Funds
38.18%
Holding in Top 10
75
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+36.36%
% of All Funds
1.08%
New
253
Increased
1,086
Reduced
1,003
Closed
96
Calls
$2.61B
Puts
$2.48B
Net Calls
+$135M
Net Calls Change
-$644M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$338M
2
BlackRock
BlackRock
New York
+$334M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$251M
4
State Street
State Street
Massachusetts
+$235M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$195M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$191M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$165M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
2501
EnRich Financial Partners
Wisconsin
$82.8K -$12.3K -145 -13%
BC
2502
Barrett & Company
Rhode Island
$82.5K – – –
CB
2503
CNB Bank
Pennsylvania
$82.1K – – –
PIM
2504
Plato Investment Management
Australia
$77.7K – – –
CPG
2505
Cornerstone Planning Group
New Jersey
$76.9K +$3.5K +44 +5%
BHWM
2506
Bay Harbor Wealth Management
Maryland
$75.1K -$2.79K -33 -4%
WAG
2507
Wiser Advisor Group
Arizona
$73.7K – – –
CFS
2508
CGC Financial Services
Oregon
$73.1K -$5.07K -60 -6%
CAM
2509
Creekmur Asset Management
Illinois
$73K +$85 +1 +0.1%
PA
2510
Pineridge Advisors
Missouri
$72.3K +$423 +5 +0.6%
MB
2511
Mizuho Bank
Japan
$71.9K +$71.9K +850 New
FCG
2512
Financial Connections Group
California
$70K -$3.72K -44 -5%
AA
2513
AlphaMark Advisors
Kentucky
$70K +$62.9K +749 +892%
LWMI
2514
Legacy Wealth Management (Idaho)
Idaho
$69.9K +$69.9K +941 New
LIS
2515
Legacy Investment Solutions
Idaho
$69.9K +$69.9K +941 New
SR
2516
Syntax Research
Florida
$68K – – –
KWAG
2517
Kiely Wealth Advisory Group
North Carolina
$67.9K – – –
RA
2518
Rise Advisors
New York
$65.7K -$4.56K -54 -6%
PCTC
2519
Perkins Coie Trust Company
Washington
$62.6K – – –
PS
2520
Planned Solutions
California
$61.9K +$61.9K +732 New
BFP
2521
Briaud Financial Planning
Texas
$60K – – –
C
2522
Covestor
United Kingdom
$59K +$420 +5 +0.7%
ATC
2523
Advantage Trust Company
Kansas
$57.9K -$254K -3,000 -81%
BIA
2524
Bell Investment Advisors
California
$57.8K +$1.78K +21 +3%
PWMG
2525
Private Wealth Management Group
New Jersey
$57K +$169 +2 +0.3%
99 100
101
102 103