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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
35.18%
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
+$2.85B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.54B
3
State Street
State Street
Massachusetts
+$357M
4
Norges Bank
Norges Bank
Norway
+$327M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$56.3B
2
Bank of America
Bank of America
North Carolina
-$872M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$770M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$590M
5
Goldman Sachs
Goldman Sachs
New York
-$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
351
Mercer Global Advisors
Colorado
$14.1M +$2.68M +44,201 +24%
Rafferty Asset Management
352
Rafferty Asset Management
New York
$13.9M +$1.38M +22,642 +11%
JWM
353
JGP Wealth Management
Oregon
$13.9M +$4.87M +80,185 +54%
CC
354
Covalis Capital
United Kingdom
$13.8M +$13.8M +227,211 New
SEIA
355
Signature Estate & Investment Advisors
California
$13.6M -$23.8M -391,213 -64%
SOADOR
356
State of Alaska Department of Revenue
Alaska
$13.5M -$1.15M -18,900 -8%
FNBOO
357
First National Bank of Omaha
Nebraska
$13.4M -$1.54M -25,367 -10%
Brown Advisory
358
Brown Advisory
Maryland
$13.3M -$925K -15,230 -7%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$13.2M -$936K -15,409 -7%
RJT
360
Raymond James Trust
Florida
$13M -$66.6K -1,097 -0.5%
NRS
361
Neville Rodie & Shaw
New York
$13M -$402K -6,625 -3%
JMFC
362
J.M. Forbes & Co
Massachusetts
$13M +$136K +2,245 +1%
CTC
363
Central Trust Company
Missouri
$12.8M -$66.8K -1,100 -0.5%
Pathstone Holdings
364
Pathstone Holdings
New Jersey
$12.6M +$12.6M +207,994 New
FFM
365
Fullerton Fund Management
Singapore
$12.6M +$12.6M +207,910 New
BFEC
366
Benjamin F. Edwards & Company
Missouri
$12.6M +$1.16M +19,045 +10%
KPWS
367
Kestra Private Wealth Services
Texas
$12.5M +$1.01M +16,648 +9%
BBA
368
BLB&B Advisors
Pennsylvania
$12.5M +$2.9M +47,712 +30%
ZIM
369
Zacks Investment Management
Illinois
$12.4M -$196K -3,231 -2%
CAM
370
Congress Asset Management
Massachusetts
$12.3M -$1.24M -20,461 -9%
GW
371
GW & Wade
Massachusetts
$12.3M -$3.88M -63,874 -24%
RA
372
Rovida Advisors
Florida
$12.1M -$28.6M -471,620 -70%
PIM
373
Penobscot Investment Management
Massachusetts
$12.1M -$302K -4,976 -2%
ATC
374
Argent Trust Co
Tennessee
$12.1M -$90.7K -1,494 -0.7%
CFG
375
Citizens Financial Group
Rhode Island
$12M +$177K +2,914 +1%
13 14
15
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