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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 %
FAM
801
Fred Alger Management
New York
$3.29M -$167M -2,163,883 -98%
HW
802
Hancock Whitney
Mississippi
$3.27M -$33.8K -439 -1%
HSA
803
HBK Sorce Advisory
Pennsylvania
$3.26M -$3.17M -41,126 -49%
KC
804
Knuff & Co
California
$3.26M +$217K +2,810 +7%
LNC
805
Lincoln National Corp
Pennsylvania
$3.26M -$1.9M -24,607 -37%
OCM
806
Orleans Capital Management
Louisiana
$3.24M – – –
IAN
807
Integrated Advisors Network
Texas
$3.23M -$162K -2,101 -5%
IB
808
Iyo Bank
Japan
$3.23M – – –
BIAS
809
Beacon Investment Advisory Services
New Jersey
$3.22M -$7.71K -100 -0.2%
TA
810
TFG Advisers
Michigan
$3.21M +$74.5K +967 +2%
SC
811
SouthState Corp
Florida
$3.2M -$14.4K -187 -0.4%
MCC
812
Money Concepts Capital
Florida
$3.18M -$777K -10,016 -20%
PTC
813
Private Trust Company
Ohio
$3.17M +$118K +1,530 +4%
NW
814
NewEdge Wealth
Pennsylvania
$3.17M -$33.5K -434 -1%
DAS
815
Dynamic Advisor Solutions
Arizona
$3.17M +$1.09M +14,132 +52%
ZB
816
Zions Bancorporation
Utah
$3.16M +$1.56M +20,281 +98%
TCA
817
Transcend Capital Advisors
New Jersey
$3.15M +$103K +1,334 +3%
AAS
818
Ameritas Advisory Services
Nebraska
$3.14M -$881K -11,277 -22%
UCMOK
819
United Capital Management of KS
Kansas
$3.13M +$35.8K +465 +1%
ST
820
Smithfield Trust
Pennsylvania
$3.12M -$12.2K -158 -0.4%
COI
821
Connable Office Inc
Michigan
$3.12M -$82.7K -1,073 -3%
SIAG
822
Signet Investment Advisory Group
Rhode Island
$3.1M +$200K +2,601 +7%
DAC
823
Dividend Assets Capital
South Carolina
$3.1M – – –
VIA
824
Vident Investment Advisory
Georgia
$3.09M -$2.55M -33,137 -45%
JLBC
825
J.L. Bainbridge & Co
Florida
$3.09M -$125K -1,620 -4%
31 32
33
34 35