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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 %
TBA
701
Tower Bridge Advisors
Pennsylvania
$3.81M +$7.53K +124 +0.2%
PVI
702
Pine Valley Investments
New Jersey
$3.81M -$659K -10,842 -15%
HCMT
703
Highland Capital Management (Tennessee)
Tennessee
$3.8M +$27.9K +460 +0.7%
CIA
704
Concurrent Investment Advisors
Florida
$3.76M +$3.76M +61,948 New
AUB
705
Atlantic Union Bankshares
Virginia
$3.74M -$443K -7,291 -11%
NW
706
NewEdge Wealth
Pennsylvania
$3.72M +$59.4K +978 +2%
SDIC
707
South Dakota Investment Council
South Dakota
$3.69M +$128K +2,100 +4%
CA
708
Cullinan Associates
Kentucky
$3.67M -$4.45M -73,288 -55%
SPC
709
Sigma Planning Corp
Michigan
$3.66M -$3.86M -63,586 -51%
CIM
710
Corbyn Investment Management
Maryland
$3.66M -$59.4K -978 -2%
IFAM
711
Institutional & Family Asset Management
Colorado
$3.66M +$12.3K +203 +0.3%
VAS
712
Valicenti Advisory Services
New York
$3.65M +$844K +13,888 +30%
AAIM
713
Asset Advisors Investment Management
Georgia
$3.64M -$3.16M -51,952 -46%
CK
714
Cohen Klingenstein
New York
$3.61M – – –
BCM
715
Brookstone Capital Management
Illinois
$3.61M +$102K +1,687 +3%
GKWIM
716
Gerber Kawasaki Wealth & Investment Management
California
$3.59M -$2.52M -41,543 -41%
LA
717
Lynch & Associates
Indiana
$3.59M -$108K -1,771 -3%
USAA
718
United Services Automobile Association
Texas
$3.56M +$326K +5,370 +10%
HPC
719
HM Payson & Co
Maine
$3.55M -$59.8K -985 -2%
MCM
720
Monarch Capital Management
Indiana
$3.54M +$59.2K +975 +2%
RP
721
Rice Partnership
Hawaii
$3.54M -$743K -12,235 -17%
CCT
722
Capital City Trust
Florida
$3.54M -$76.5K -1,260 -2%
KFS
723
Kurt F. Somerville
$3.52M +$929K +15,300 +36%
ADIM
724
Alpha DNA Investment Management
Maryland
$3.5M +$1.91M +31,388 +119%
AT
725
American Trust
Kentucky
$3.49M -$78.5K -1,292 -2%
27 28
29
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