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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 %
OBGC
576
O'Brien Greene & Co
Pennsylvania
$5.67M -$23.1K -380 -0.4%
VWA
577
Visionary Wealth Advisors
Illinois
$5.63M +$539K +8,872 +11%
Westfield Capital Management
578
Westfield Capital Management
Massachusetts
$5.63M +$5.63M +92,628 New
GIA
579
Gateway Investment Advisers
Ohio
$5.62M -$4.77M -78,588 -46%
LSA
580
L & S Advisors
California
$5.57M +$5.57M +91,734 New
FI
581
FJ Investments
Utah
$5.56M +$5.56M +91,478 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
582
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.55M -$18.6M -306,579 -77%
SWP
583
Strategic Wealth Partners
Ohio
$5.53M -$186K -3,068 -3%
HZ
584
Hixon Zuercher
Ohio
$5.51M +$585K +9,635 +12%
SIM
585
Stratos Investment Management
Ohio
$5.51M +$87.3K +1,438 +2%
CNBT
586
Canandaigua National Bank & Trust
New York
$5.5M -$491K -8,081 -8%
BL
587
BFSG LLC
California
$5.47M -$239K -3,929 -4%
KNW
588
Kesler Norman & Wride
Utah
$5.44M +$2.74M +45,034 +101%
WP
589
WealthPLAN Partners
Nebraska
$5.44M +$4.99M +82,086 +1,096%
OPS
590
Orion Portfolio Solutions
Nebraska
$5.41M -$1.68M -26,708 -24%
BCI
591
Brinker Capital Investments
Pennsylvania
$5.41M -$1.68M -26,708 -24%
GRP
592
Global Retirement Partners
California
$5.39M +$402K +6,669 +8%
TMAM
593
Tokio Marine Asset Management
Japan
$5.37M -$27.5K -452 -0.5%
SWP
594
Stratos Wealth Partners
Ohio
$5.36M -$2.48M -40,813 -32%
VCM
595
Vision Capital Management
Oregon
$5.35M +$2.73K +45 +0.1%
HR
596
Howe & Rusling
New York
$5.35M -$1.62M -26,713 -23%
DAC
597
Dividend Assets Capital
South Carolina
$5.35M -$1M -16,474 -16%
OIM
598
Opus Investment Management
Massachusetts
$5.35M +$1.09M +18,000 +26%
TCBWMS
599
Texas Capital Bank Wealth Management Services
Texas
$5.32M -$270K -4,442 -5%
FTC
600
Farmers Trust Company
Ohio
$5.29M -$41.4K -681 -0.8%
22 23
24
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