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NextEra Energy, Inc.

2,398 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,058 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
+6
Holders Change %
+0.25%
% of All Funds
37.82%
Holding in Top 10
59
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-35.16%
% of All Funds
0.93%
New
138
Increased
1,058
Reduced
897
Closed
114
Calls
$1.25B
Puts
$924M
Net Calls
+$328M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
676
Moran Wealth Management
Florida
$4.61M -$1.42M -19,121 -24%
WIS
677
Wright Investors Service
Connecticut
$4.61M +$415K +5,591 +10%
EF
678
Empirical Finance
Pennsylvania
$4.6M +$539K +7,266 +13%
ECM
679
Everence Capital Management
Indiana
$4.59M
CIM
680
Corbyn Investment Management
Maryland
$4.58M -$304K -4,100 -6%
Fayez Sarofim & Co
681
Fayez Sarofim & Co
Texas
$4.57M -$1.11M -14,906 -19%
BWL
682
Bogart Wealth LLC
Virginia
$4.56M +$173K +2,330 +4%
IA
683
IFP Advisors
Florida
$4.52M -$458K -6,171 -9%
EVM
684
Evelyn V. Moreno
$4.51M -$15.9K -214 -0.4%
CCT
685
Capital City Trust
Florida
$4.51M +$9.42K +127 +0.2%
LA
686
Lynch & Associates
Indiana
$4.5M +$339K +4,567 +8%
GFS
687
GYL Financial Synergies
Connecticut
$4.49M +$3.28M +44,227 +272%
IFAM
688
Institutional & Family Asset Management
Colorado
$4.41M +$34K +458 +0.8%
CK
689
Cohen Klingenstein
New York
$4.41M
SIC
690
SFE Investment Counsel
California
$4.39M +$332K +4,468 +8%
TL
691
Tradewinds LLC
North Carolina
$4.39M +$161K +2,171 +4%
AF
692
Allworth Financial
California
$4.39M -$497K -6,698 -10%
SFP
693
Shepherd Financial Partners
Massachusetts
$4.38M +$68.3K +921 +2%
MWM
694
Modera Wealth Management
New Jersey
$4.36M +$3.91M +52,633 +856%
JAM
695
JCIC Asset Management
Ontario, Canada
$4.34M -$314K -4,230 -7%
BA
696
Bridgewater Associates
Connecticut
$4.32M +$4.32M +58,246 New
SG
697
Somerset Group
Minnesota
$4.31M -$5.71K -77 -0.1%
VIM
698
Vinva Investment Management
Australia
$4.3M -$601K -8,248 -12%
William Blair Investment Management
699
William Blair Investment Management
Illinois
$4.29M +$1.93K +26 +0%
CMP
700
Coston McIsaac & Partners
Maine
$4.29M +$86.1K +1,160 +2%