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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 %
RWM
776
Rockline Wealth Management
New York
$3.06M +$3.06M +50,361 New
CG
777
Cutler Group
California
$3.06M +$2.38M +39,253 +355%
CIA
778
Choate Investment Advisors
Massachusetts
$3.05M +$301K +4,950 +11%
MIM
779
Moseley Investment Management
Florida
$3.04M -$138K -2,272 -4%
AAIM
780
American Assets Investment Management
California
$3.04M – – –
CSUI
781
Cincinnati Specialty Underwriters Insurance
Ohio
$3.04M +$3.04M +50,000 New
ACM
782
Advent Capital Management
New York
$3.04M +$3.04M +50,000 New
ATPW
783
Ashton Thomas Private Wealth
Arizona
$3.04M +$334K +5,493 +12%
EF
784
Empowered Funds
Pennsylvania
$3.03M +$962K +15,832 +47%
FMII
785
Farmers & Merchants Investments Inc
Nebraska
$3.01M +$1.67M +27,427 +124%
XWM
786
Xcel Wealth Management
Florida
$3M -$518K -8,528 -15%
LNB
787
Ledyard National Bank
$2.99M +$118K +1,941 +4%
PAM
788
Peninsula Asset Management
Florida
$2.97M +$43.4K +715 +1%
DAS
789
Dynamic Advisor Solutions
Arizona
$2.97M -$79.6K -1,282 -3%
SAM
790
Shell Asset Management
Netherlands
$2.96M -$237K -3,910 -7%
CSIC
791
Clifford Swan Investment Counsel
California
$2.95M -$11.4K -187 -0.4%
SF
792
Summit Financial
New Jersey
$2.95M -$24.1K -396 -0.8%
JIR
793
James Investment Research
Ohio
$2.93M -$305K -5,023 -9%
KC
794
Knuff & Co
California
$2.93M +$149K +2,456 +5%
CFC
795
Cincinnati Financial Corp
Ohio
$2.92M – – –
HFM
796
Hartford Financial Management
Connecticut
$2.92M – – –
SIAG
797
Signet Investment Advisory Group
Rhode Island
$2.91M +$119K +1,963 +4%
BP
798
Ballentine Partners
Massachusetts
$2.91M +$575K +9,461 +25%
FFA
799
Farther Finance Advisors
California
$2.91M +$559K +9,209 +24%
IMCOOI
800
Investment Management Corp of Ontario (IMCO)
Canada
$2.91M +$2.91M +47,911 New
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