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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 %
CIA
676
Capital Investment Advisors
Georgia
$4.81M -$48.4K -628 -1%
GEA
677
Glen Eagle Advisors
New Jersey
$4.75M +$170K +2,204 +4%
EVM
678
Evelyn V. Moreno
$4.71M +$370K +4,801 +9%
BRM
679
Boston Research & Management
Massachusetts
$4.69M +$185K +2,400 +4%
CCT
680
Capital City Trust
Florida
$4.68M -$29.8K -386 -0.6%
AP
681
Americana Partners
Texas
$4.65M +$261K +3,380 +6%
NONA
682
Ninety One North America
New York
$4.65M +$781K +10,126 +20%
PAM
683
Panagora Asset Management
Massachusetts
$4.6M -$1.49M -19,346 -24%
CK
684
Cohen Klingenstein
New York
$4.58M – – –
PPW
685
Parcion Private Wealth
Washington
$4.58M +$930K +12,068 +26%
BWL
686
Bogart Wealth LLC
Virginia
$4.55M +$561K +7,284 +14%
JIR
687
James Investment Research
Ohio
$4.55M -$1.28M -16,561 -22%
IFAM
688
Institutional & Family Asset Management
Colorado
$4.55M +$118K +1,536 +3%
Loomis, Sayles & Company
689
Loomis, Sayles & Company
Massachusetts
$4.54M +$70.8K +918 +2%
MCM
690
Monarch Capital Management
Indiana
$4.51M -$154K -2,004 -3%
AWM
691
Apollon Wealth Management
South Carolina
$4.5M -$6.4K -83 -0.1%
SG
692
Somerset Group
Minnesota
$4.48M -$3.62K -47 -0.1%
SFP
693
Shepherd Financial Partners
Massachusetts
$4.48M -$5.4K -70 -0.1%
William Blair Investment Management
694
William Blair Investment Management
Illinois
$4.46M -$31.2M -404,592 -87%
AT
695
American Trust
Kentucky
$4.43M +$480K +6,221 +12%
CB
696
Community Bank
New York
$4.43M -$55.9K -725 -1%
MCM
697
Mitchell Capital Management
Kansas
$4.42M +$1.13M +14,678 +34%
IWP
698
Icon Wealth Partners
Texas
$4.42M +$4.42M +57,346 New
TL
699
Tradewinds LLC
North Carolina
$4.39M +$4.39M +56,971 New
APSI
700
Asset Planning Services Inc
Louisiana
$4.39M -$1.93K -25 -0%
26 27
28
29 30