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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 %
MIM
2526
Marco Investment Management
Georgia
– -$204K -3,567 Closed
NCM
2527
Northside Capital Management
Oregon
– -$202K -3,519 Closed
CCP
2528
Carmel Capital Partners
California
– -$176K -3,080 Closed
CBTWT
2529
Community Bank & Trust (Waco, Texas)
Texas
– -$226K -2,888 Closed
RTC
2530
Riverview Trust Company
Washington
– -$155K -2,704 Closed
RAM
2531
Ramirez Asset Management
New York
– -$103K -1,800 Closed
BWS
2532
Buck Wealth Strategies
Colorado
– -$76.8K -1,340 Closed
WPWM
2533
Western Pacific Wealth Management
Illinois
– -$61.8K -1,078 Closed
RW
2534
RVW Wealth
California
– -$57.3K -1,000 Closed
EARNEST Partners
2535
EARNEST Partners
Georgia
– -$54.1K -944 Closed
Optiver Holding
2536
Optiver Holding
Netherlands
– -$50.5K -881 Closed
BFP
2537
Briaud Financial Planning
Texas
– -$40K -710 Closed
Legacy Financial Group (Iowa)
2538
Legacy Financial Group (Iowa)
Iowa
– -$38.1K -665 Closed
PAG
2539
Paladin Advisory Group
Iowa
– -$36.3K -633 Closed
RFA
2540
Register Financial Advisors
Georgia
– -$35.7K -623 Closed
WTG
2541
West Tower Group
Virginia
– -$32K -558 Closed
PHAM
2542
Portland Hill Asset Management
United Kingdom
– -$9K -461 Closed
RCG
2543
Rock Creek Group
District of Columbia
– -$25.8K -451 Closed
EA
2544
Evolution Advisers
Virginia
– -$22K -400 Closed
NIC
2545
Northwest Investment Counselors
Oregon
– -$17.2K -300 Closed
MS
2546
Mizuho Securities
Japan
– -$15.5K -270 Closed
AWA
2547
Authentikos Wealth Advisory
California
– -$7.79K -136 Closed
MAWCM
2548
Mine & Arao Wealth Creation & Management
California
– -$5.56K -97 Closed
HWP
2549
Hibernia Wealth Partners
Louisiana
– -$3.9K -68 Closed
LFA
2550
LGT Financial Advisors
Texas
– -$2.98K -52 Closed
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