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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 %
JAG
576
Journey Advisory Group
Kentucky
$6.63M +$30.3K +393 +0.5%
M
577
Mirova
France
$6.62M +$1.41M +18,268 +27%
BL
578
BFSG LLC
California
$6.59M -$329K -4,266 -5%
VFM
579
Viking Fund Management
North Dakota
$6.55M -$1.54M -20,000 -19%
PI
580
PFS Investments
Georgia
$6.51M +$385K +4,873 +6%
BGIM
581
Brandywine Global Investment Management
Pennsylvania
$6.5M -$4.95M -64,268 -43%
Blackstone Inc
582
Blackstone Inc
New York
$6.5M +$6.5M +84,291 New
FMC
583
First Merchants Corp
Indiana
$6.45M -$308K -3,995 -5%
BB
584
Busey Bank
Illinois
$6.45M -$157K -2,042 -2%
MJRIC
585
Mogy Joel R Investment Counsel
California
$6.45M +$57K +740 +0.9%
VCM
586
Vision Capital Management
Oregon
$6.43M -$93.3K -1,210 -1%
FHA
587
First Horizon Advisors
Tennessee
$6.43M -$406K -5,273 -6%
FWTB
588
First Western Trust Bank
Colorado
$6.41M +$225K +2,925 +4%
FFA
589
Fragasso Financial Advisors
Pennsylvania
$6.39M +$242K +3,145 +4%
SMI
590
Shelter Mutual Insurance
Missouri
$6.36M – – –
EP
591
Edgestream Partners
New Jersey
$6.34M +$5.86M +76,019 +1,210%
TPCW
592
TD Private Client Wealth
New York
$6.34M -$23.7K -308 -0.4%
MWM
593
Moran Wealth Management
Florida
$6.26M -$677K -8,780 -10%
WJWM
594
Williams Jones Wealth Management
New York
$6.26M -$55.8K -724 -0.9%
EWM
595
Executive Wealth Management
Michigan
$6.26M +$219K +2,837 +4%
SNB
596
Security National Bank
Nebraska
$6.25M -$341K -4,419 -5%
MCM
597
Mattern Capital Management
Colorado
$6.22M +$215K +2,788 +4%
SGC
598
Slocum, Gordon & Co
Rhode Island
$6.18M -$549K -7,120 -8%
MA
599
Montag & Associates
Georgia
$6.18M -$669K -8,681 -10%
SWP
600
Strategic Wealth Partners
Ohio
$6.15M +$1.23M +15,905 +25%
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