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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$336M
2
AIM
2
Alphinity Investment Management
Australia
$0
3
DZ Bank
3
DZ Bank
Germany
$2.63M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$490M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$97.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
651
Bogart Wealth LLC
Virginia
$4.29M +$768K +13,397 +22%
EIM
652
Essex Investment Management
Massachusetts
$4.28M +$4.25M +74,220 +13,873%
SAM
653
Silvercrest Asset Management
New York
$4.28M +$5.27K +92 +0.1%
CWG
654
Cornerstone Wealth Group
North Carolina
$4.26M -$75.6K -1,319 -2%
CIA
655
Covington Investment Advisors
Pennsylvania
$4.25M +$9.45K +165 +0.2%
BB
656
Busey Bank
Illinois
$4.24M -$421K -7,357 -9%
PVI
657
Pine Valley Investments
New Jersey
$4.22M +$1.67M +29,156 +66%
PAM
658
Private Asset Management
California
$4.22M -$864K -15,073 -17%
AWM
659
Apollon Wealth Management
South Carolina
$4.2M +$219K +3,821 +5%
OPTFSNA
660
Old Point Trust & Financial Services N A
Virginia
$4.18M +$14.6K +255 +0.4%
GRP
661
Global Retirement Partners
California
$4.18M +$203K +4,019 +5%
LIA
662
LS Investment Advisors
Michigan
$4.17M -$1.15M -20,013 -22%
MA
663
Montag & Associates
Georgia
$4.17M -$369K -6,443 -8%
SC
664
Savant Capital
Illinois
$4.12M +$51.4K +898 +1%
PTB
665
Pioneer Trust Bank
Oregon
$4.08M -$388K -6,780 -9%
CC
666
Constitution Capital
Connecticut
$4.08M -$149K -2,608 -4%
GEA
667
Glen Eagle Advisors
New Jersey
$4.07M -$110K -1,912 -3%
RP
668
Rice Partnership
Hawaii
$4.04M +$46.6K +814 +1%
WJWM
669
Williams Jones Wealth Management
New York
$4.03M -$360K -6,292 -8%
ACM
670
Aquatic Capital Management
Illinois
$4.02M +$1.6M +28,000 +67%
OIM
671
Opus Investment Management
Massachusetts
$4.01M – – –
CNBTD
672
Citizens National Bank Trust Department
Mississippi
$4M +$102K +1,780 +3%
FBT
673
First Bankers Trust
Kentucky
$4M -$16.1K -281 -0.4%
Swedbank
674
Swedbank
Sweden
$3.99M -$5.73K -100 -0.1%
BKA
675
Brick & Kyle Associates
Pennsylvania
$3.98M +$3.98M +69,415 New
25 26
27
28 29