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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 %
LMIM
501
Lockheed Martin Investment Management
Maryland
$8.76M – – –
PA
502
Parallel Advisors
California
$8.72M +$5.35M +69,388 +158%
GIA
503
Gladstone Institutional Advisory
Florida
$8.64M +$4.82M +62,513 +126%
HTC
504
Haverford Trust Company
Pennsylvania
$8.53M +$73.9K +959 +0.9%
AWM
505
Axxcess Wealth Management
California
$8.51M +$89.6K +1,163 +1%
YIA
506
YHB Investment Advisors
Connecticut
$8.49M +$62.9K +816 +0.7%
TYCC
507
Texas Yale Capital Corp
Florida
$8.48M -$34.2K -444 -0.4%
DWA
508
Douglass Winthrop Advisors
New York
$8.47M +$507K +6,579 +6%
BSW
509
Buckingham Strategic Wealth
Missouri
$8.46M – – –
BFA
510
Beaumont Financial Advisors
Massachusetts
$8.39M -$184K -2,381 -2%
PAM
511
Private Asset Management
California
$8.38M +$537K +6,966 +7%
Cetera Investment Advisers
512
Cetera Investment Advisers
Illinois
$8.37M -$460K -5,968 -5%
SCM
513
Shelton Capital Management
Colorado
$8.34M +$5.7M +73,890 +215%
GT
514
Greenleaf Trust
Michigan
$8.31M -$847K -10,984 -9%
FNFDCM
515
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.29M +$55.4K +719 +0.7%
FA
516
Fiduciary Alliance
South Carolina
$8.24M +$224K +2,907 +3%
IIM
517
INTECH Investment Management
Florida
$8.23M -$2.63M -34,096 -24%
CTI
518
Community Trust & Investment
Kentucky
$8.2M +$213K +2,768 +3%
PCM
519
Parsons Capital Management
Rhode Island
$8.1M -$72K -934 -0.9%
CCFCSB
520
Cape Cod Five Cents Savings Bank
Massachusetts
$8.03M -$143K -1,851 -2%
ST
521
Spinnaker Trust
Maine
$8M -$117K -1,515 -1%
NC
522
Nicholas Company
Wisconsin
$7.88M +$389K +5,045 +5%
SEEDPG
523
S.E.E.D. Planning Group
New York
$7.87M +$1.04M +13,477 +15%
SB
524
Simmons Bank
Arkansas
$7.85M -$35.9K -466 -0.5%
AWS
525
Atria Wealth Solutions
New York
$7.85M -$703K -9,116 -8%
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