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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 %
SB
726
Strategic Blueprint
Georgia
$3.99M -$40.5K -525 -1%
NFG
727
Nations Financial Group
Iowa
$3.97M +$361K +4,682 +10%
Baillie Gifford & Co
728
Baillie Gifford & Co
United Kingdom
$3.97M -$3.36M -43,610 -46%
IWA
729
IBEX Wealth Advisors
New Jersey
$3.94M -$3.94M -51,171 -50%
TC
730
Telemus Capital
Michigan
$3.94M -$161K -2,094 -4%
MLL
731
Moody Lynn & Lieberson
Massachusetts
$3.94M -$1.4M -18,134 -26%
FNB
732
Farmers National Bank
Kentucky
$3.94M +$54.8K +711 +1%
SS
733
Simplicity Solutions
Minnesota
$3.93M +$2.08M +26,920 +112%
ECML
734
Eagle Capital Management (Louisiana)
Louisiana
$3.93M -$22.3K -289 -0.6%
FEG
735
Financial Enhancement Group
Indiana
$3.91M -$3.15M -41,538 -45%
GWMIA
736
Global Wealth Management Investment Advisory
Florida
$3.9M +$183K +2,370 +5%
CSIC
737
Clifford Swan Investment Counsel
California
$3.88M -$446K -5,785 -10%
ECM
738
Estabrook Capital Management
New York
$3.86M -$20K -260 -0.5%
AAIM
739
American Assets Investment Management
California
$3.85M – – –
BFA
740
Brendel Financial Advisors
New Hampshire
$3.82M +$1.86M +24,088 +94%
WS
741
Wedbush Securities
California
$3.81M +$144K +1,864 +4%
PAM
742
Peninsula Asset Management
Florida
$3.81M -$127K -1,645 -3%
AG
743
Ascent Group
Virginia
$3.8M +$478K +6,198 +14%
NB
744
NBT Bank
New York
$3.8M -$159K -2,065 -4%
KNW
745
Kesler Norman & Wride
Utah
$3.78M -$227K -2,945 -6%
Swedbank
746
Swedbank
Sweden
$3.77M +$188K +2,435 +5%
FCI
747
Financial Counselors Inc
Kansas
$3.76M -$334K -4,334 -8%
TPA
748
Trivium Point Advisory
Connecticut
$3.76M +$128K +1,666 +4%
CT
749
Coastline Trust
Rhode Island
$3.75M -$13.5K -175 -0.4%
GC
750
GFG Capital
Florida
$3.75M +$53.3K +328 +1%
28 29
30
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