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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 %
MDCM
2601
Morgan Dempsey Capital Management
Wisconsin
$9.81K – – –
OCM
2602
Osterweis Capital Management
California
$9.64K – – –
DCM
2603
Davidson Capital Management
Texas
$9.21K +$423 +5 +5%
POIA
2604
Pin Oak Investment Advisors
Texas
$9K +$9K +113 New
CIAS
2605
CBIZ Investment Advisory Services
Ohio
$8.89K +$2.37K +28 +36%
GIS
2606
Grayhawk Investment Strategies
Alberta, Canada
$8.62K – – –
SFA
2607
Semmax Financial Advisors
North Carolina
$8.59K -$16.5K -223 -66%
PFG
2608
Peterson Financial Group
Iowa
$8.53K +$8.53K +101 New
MWA
2609
Moser Wealth Advisors
Washington
$8.45K – – –
LFASL
2610
Lugano Financial Advisors SA (LFA)
Switzerland
$8.45K +$8.45K +100 New
BTC
2611
Bank & Trust Company
Illinois
$7.44K – – –
KFP
2612
Keener Financial Planning
Texas
$7K – – –
CJ
2613
Caitlin John
Michigan
$6.9K +$6.31K +85 +1,063%
BBPWM
2614
Blue Bell Private Wealth Management
Pennsylvania
$6.89K -$27.9K -332 -80%
SHF
2615
Safe Harbor Fiduciary
Florida
$6.76K +$6.76K +80 New
CMBA
2616
C.M. Bidwell & Associates
Hawaii
$6.68K +$6.68K +79 New
PK
2617
Pflug Koory
Nebraska
$6.42K +$6.42K +76 New
CMP
2618
Coston McIsaac & Partners
Maine
$6.38K +$109 +1,294 +2%
JFG
2619
JDM Financial Group
Texas
$5.83K +$2.03K +24 +53%
LAM
2620
Lummis Asset Management
Texas
$5.16K – – –
CJH
2621
Christopher J. Hasenberg
Wisconsin
$4.99K – – –
IHWM
2622
Iron Horse Wealth Management
Iowa
$4.65K -$5.92K -70 -56%
ETS
2623
ESL Trust Services
New York
$4.57K -$14.2K -168 -76%
CIR
2624
Clear Investment Research
Georgia
$4.36K – – –
PS
2625
PayPay Securities
Japan
$4.14K -$2.28K -27 -36%
103 104
105
106 107