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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,392 hedge funds and large institutions have $123B invested in NextEra Energy, Inc. in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,035 increasing their positions, 912 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,392
Holders Change
-66
Holders Change %
-2.69%
% of All Funds
38.28%
Holding in Top 10
91
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.15%
% of All Funds
1.46%
New
142
Increased
1,035
Reduced
912
Closed
159
Calls
$1.22B
Puts
$1.12B
Net Calls
+$94.9M
Net Calls Change
+$182M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1B
2
EWA
EP Wealth Advisors
California
+$319M
3
SP
Sarasin & Partners
United Kingdom
+$315M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$298M
5
ClearBridge Investments
ClearBridge Investments
New York
+$242M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.58B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$553M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$416M
4
State Street
State Street
Massachusetts
-$362M
5
DZ Bank
DZ Bank
Germany
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
476
Independent Advisor Alliance
North Carolina
$9.61M +$1.66M +21,526 +21%
CJL
477
Cyrus J. Lawrence
New York
$9.5M -$854K -11,082 -8%
BFM
478
Boston Financial Management
Massachusetts
$9.39M -$803K -10,422 -8%
SAM
479
Shikiar Asset Management
New York
$9.39M +$9.39M +121,780 New
AI
480
Atria Investments
North Carolina
$9.38M -$1.59M -20,692 -15%
VVP
481
Venture Visionary Partners
Ohio
$9.33M +$2.39M +30,966 +34%
VF
482
Vest Financial
Virginia
$9.3M -$311K -4,029 -3%
FAT
483
First American Trust
California
$9.22M +$1M +13,025 +12%
EIA
484
Edgemoor Investment Advisors
Maryland
$9.2M -$212K -2,756 -2%
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$9.18M -$208K -2,696 -2%
VPIM
486
Vanguard Personalized Indexing Management
California
$9.16M +$1.78M +23,097 +24%
API
487
Advisor Partners II
California
$9.15M -$1.02M -13,199 -10%
FWCM
488
Ferguson Wellman Capital Management
Oregon
$9.13M -$12.7M -165,057 -58%
ECM
489
ExodusPoint Capital Management
New York
$9.13M +$9.13M +118,505 New
TCBWMS
490
Texas Capital Bank Wealth Management Services
Texas
$9.12M -$248K -3,219 -3%
4WM
491
44 Wealth Management
Oregon
$9.11M +$153K +1,986 +2%
HWM
492
HFR Wealth Management
New York
$9.08M +$48.3K +627 +0.5%
KBC Group
493
KBC Group
Belgium
$9.04M +$798K +10,349 +10%
GVAG
494
Great Valley Advisor Group
Delaware
$8.98M +$2.78M +36,084 +45%
EHC
495
Everett Harris & Co
California
$8.96M +$21.8K +283 +0.2%
CGH
496
Crossmark Global Holdings
Texas
$8.96M -$275K -3,572 -3%
CA
497
Cetera Advisors
Colorado
$8.91M -$897K -11,638 -9%
CNB
498
Camden National Bank
Maine
$8.84M +$1.5M +19,449 +20%
VAS
499
Vestmark Advisory Solutions
Massachusetts
$8.83M +$669K +8,675 +8%
BCM
500
BTC Capital Management
Iowa
$8.82M +$82.3K +1,068 +0.9%
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