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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 %
ISL
676
Ingalls & Snyder LLC
New York
$4.01M -$52.9K -871 -1%
MWM
677
Marietta Wealth Management
Georgia
$4M -$592K -9,747 -13%
SIC
678
Salem Investment Counselors
North Carolina
$3.99M -$180K -2,965 -4%
FFA
679
Fragasso Financial Advisors
Pennsylvania
$3.98M +$138K +2,279 +4%
SCA
680
Stokes Capital Advisors
South Carolina
$3.96M +$904K +14,885 +30%
FAIM
681
Financial Advocates Investment Management
Washington
$3.96M +$61.2K +1,008 +2%
SIA
682
Sit Investment Associates
Minnesota
$3.96M -$2.32M -38,208 -37%
MA
683
Montag & Associates
Georgia
$3.95M -$465K -7,661 -11%
BKA
684
Brick & Kyle Associates
Pennsylvania
$3.95M -$266K -4,375 -6%
BRCM
685
Bright Rock Capital Management
Massachusetts
$3.95M – – –
NMIMC
686
Northwestern Mutual Investment Management Company
Wisconsin
$3.94M +$64.7K +1,066 +2%
ANBT
687
American National Bank & Trust
Texas
$3.94M +$175K +2,888 +5%
TCOT
688
Trust Company of Toledo
Ohio
$3.94M -$240K -3,950 -6%
AMIM
689
Aull & Monroe Investment Management
Alabama
$3.9M -$68.3K -1,124 -2%
WT
690
Whittier Trust
California
$3.9M -$674K -11,091 -15%
BEI
691
Benjamin Edwards Inc
Missouri
$3.89M -$34.7K -572 -0.9%
AHC
692
Adell Harriman & Carpenter
Texas
$3.89M -$1.67M -27,506 -30%
OHIS
693
Oak Harvest Investment Services
Texas
$3.88M +$215K +3,547 +6%
FTDI
694
First Trust Direct Indexing
Massachusetts
$3.85M +$429K +7,069 +13%
TPA
695
Trivium Point Advisory
Connecticut
$3.85M +$943K +15,520 +32%
CTA
696
Colonial Trust Advisors
South Carolina
$3.85M +$356K +5,858 +10%
CIA
697
Capital Investment Advisors
Georgia
$3.84M -$780K -12,837 -17%
FWTB
698
First Western Trust Bank
Colorado
$3.84M -$738K -12,151 -16%
AAS
699
Avantax Advisory Services
Texas
$3.83M -$125K -2,051 -3%
DRP
700
Decade Renewable Partners
Texas
$3.83M +$1.75M +28,830 +84%
26 27
28
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