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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 %
SAM
376
Synergy Asset Management
Washington
$12M +$11.6M +191,331 +3,371%
MC
377
Middleton & Co
Massachusetts
$12M +$2.72M +44,825 +29%
MCM
378
MAI Capital Management
Ohio
$11.9M -$19.6M -322,668 -62%
MSFP
379
Mark Sheptoff Financial Planning
Connecticut
$11.9M -$59.2K -974 -0.5%
EAM
380
Erste Asset Management
Austria
$11.8M +$2.98M +49,080 +34%
PAG
381
Private Advisor Group
New Jersey
$11.8M +$538K +8,855 +5%
ABC
382
Associated Banc-Corp
Wisconsin
$11.8M -$1.02M -16,753 -8%
RWA
383
Roberts Wealth Advisors
California
$11.7M +$4.33M +23,798 +59%
ADEF
384
Adams Diversified Equity Fund
Maryland
$11.7M +$11.7M +192,900 New
PCIA
385
Prime Capital Investment Advisors
Kansas
$11.7M -$2.22M -36,610 -16%
RT
386
Rockland Trust
Massachusetts
$11.6M +$214K +3,529 +2%
Walleye Trading
387
Walleye Trading
New York
$11.6M +$11.6M +191,146 New
GP
388
Girard Partners
Pennsylvania
$11.6M -$1.22M -20,154 -10%
CCMIC
389
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11.5M +$11.5M +189,060 New
AA
390
ALPS Advisors
Colorado
$11.5M +$56.9K +936 +0.5%
WB
391
WesBanco Bank
West Virginia
$11.5M -$1.23M -20,174 -10%
CA
392
Callahan Advisors
Texas
$11.4M -$35.7K -588 -0.3%
VIP
393
Vantage Investment Partners
Missouri
$11.4M +$2.21M +36,346 +24%
MAA
394
Matrix Asset Advisors
New York
$11.4M +$1.9M +31,305 +20%
PP
395
Patten & Patten
Tennessee
$11.4M +$245K +4,039 +2%
BPA
396
Beacon Pointe Advisors
California
$11.4M -$870K -14,318 -7%
CIC
397
Crawford Investment Counsel
Georgia
$11.3M -$1.06M -17,401 -9%
TH
398
TCTC Holdings
Texas
$11.2M +$338K +5,562 +3%
CCM
399
Copeland Capital Management
Pennsylvania
$11.2M -$357K -5,871 -3%
BRWA
400
B. Riley Wealth Advisors
Florida
$11.2M -$1.29M -21,195 -10%
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16
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