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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,295 hedge funds and large institutions have $92.8B invested in NextEra Energy, Inc. in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,017 increasing their positions, 898 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-103
Holders Change %
-4.3%
% of All Funds
36.59%
Holding in Top 10
29
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50.85%
% of All Funds
0.46%
New
146
Increased
1,017
Reduced
898
Closed
220
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.54B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.75B
3
Goldman Sachs
Goldman Sachs
New York
$1.04B
4
AllianceBernstein
AllianceBernstein
Tennessee
$531M
5
Franklin Resources
Franklin Resources
California
$1.5B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$336M
2
AIM
Alphinity Investment Management
Australia
$0
3
DZ Bank
DZ Bank
Germany
$2.63M
4
Artisan Partners
Artisan Partners
Wisconsin
$490M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$97.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HZ
626
Hixon Zuercher
Ohio
$4.65M +$793K +13,842 +21%
LW
627
Linscomb Wealth
Texas
$4.65M +$3.34M +58,357 +257%
SW
628
SlateStone Wealth
Florida
$4.61M +$3.45M +60,137 +296%
RIG
629
Renaissance Investment Group
Massachusetts
$4.6M +$84.3K +1,472 +2%
CWP
630
Cyndeo Wealth Partners
Florida
$4.59M -$256K -4,460 -5%
MJRIC
631
Mogy Joel R Investment Counsel
California
$4.57M -$293K -5,120 -6%
CCM
632
Channing Capital Management
Illinois
$4.54M +$154K +2,684 +4%
NB
633
NBT Bank
New York
$4.54M +$1.76M +30,697 +63%
EWM
634
Evercore Wealth Management
New York
$4.54M -$29.2K -509 -0.6%
FNBOMD
635
First National Bank of Mount Dora
Florida
$4.52M +$223K +3,889 +5%
JAG
636
Journey Advisory Group
Kentucky
$4.51M -$348K -6,072 -7%
CA
637
Clearstead Advisors
Ohio
$4.51M +$2.78M +48,546 +161%
MPM
638
MBB Public Markets
Illinois
$4.5M +$4.5M +78,483 New
SCM
639
Shaolin Capital Management
Florida
$4.47M +$4.47M +78,000 New
SGC
640
Slocum, Gordon & Co
Rhode Island
$4.45M -$63K -1,100 -1%
Group One Trading
641
Group One Trading
Illinois
$4.41M -$4.1M -71,625 -48%
CIA
642
Capital Investment Advisors
Georgia
$4.36M +$1.58M +27,592 +57%
AIP
643
Ameritas Investment Partners
Nebraska
$4.36M -$763K -13,310 -15%
JIP
644
Jaffetilchin Investment Partners
Florida
$4.33M +$40.1K +700 +0.9%
FTA
645
Financial & Tax Architects
Missouri
$4.33M +$551K +9,611 +15%
EVM
646
Evelyn V. Moreno
$4.33M +$843K +14,711 +24%
MWM
647
Marietta Wealth Management
Georgia
$4.33M +$323K +5,634 +8%
FWTB
648
First Western Trust Bank
Colorado
$4.32M -$149K -2,600 -3%
WT
649
Whittier Trust
California
$4.31M +$289K +5,041 +7%
PWM
650
Perigon Wealth Management
California
$4.31M +$170K +2,970 +4%
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