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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 %
HCA
801
Horan Capital Advisors
Ohio
$2.91M +$2.48M +40,883 +585%
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.9M -$13K -221 -0.4%
MKA
803
M. Kulyk & Associates
Georgia
$2.89M +$412K +6,785 +17%
TI
804
TrueMark Investments
Illinois
$2.89M +$2.89M +47,638 New
ECM
805
Estabrook Capital Management
New York
$2.89M -$95.7K -1,576 -3%
CA
806
CSM Advisors
Pennsylvania
$2.88M -$41.4K -682 -1%
GIM
807
Goelzer Investment Management
Indiana
$2.86M +$2.5M +41,125 +684%
AHIA
808
Andrew Hill Investment Advisors
Florida
$2.85M +$2.85M +46,858 New
PGAM
809
Princeton Global Asset Management
New Jersey
$2.84M -$68.9K -1,135 -2%
ZB
810
Zions Bancorporation
Utah
$2.84M -$80.2K -1,320 -3%
JCM
811
Janney Capital Management
Pennsylvania
$2.84M +$246K +4,047 +9%
FAM
812
Fred Alger Management
New York
$2.82M +$229K +3,770 +9%
BB
813
Berkshire Bank
Massachusetts
$2.82M +$2.13K +35 +0.1%
NFG
814
Nations Financial Group
Iowa
$2.81M -$44.3K -730 -2%
CCG
815
Cypress Capital Group
Florida
$2.8M +$173K +2,846 +7%
IBOK
816
Independence Bank of Kentucky
Kentucky
$2.79M +$1,000K +16,456 +56%
ACJ
817
Autonomy Capital (Jersey)
Jersey
$2.79M – – –
DT
818
Diversified Trust
Tennessee
$2.79M -$260K -4,278 -9%
FCI
819
Financial Counselors Inc
Kansas
$2.77M -$155K -2,546 -5%
PFM
820
Premier Fund Managers
United Kingdom
$2.75M +$1.53M +25,000 +125%
TC
821
Telemus Capital
Michigan
$2.74M -$22.9K -377 -0.8%
BHC
822
Bowen Hanes & Co
Florida
$2.73M +$213K +3,505 +8%
WS
823
Wedbush Securities
California
$2.72M -$143K -2,357 -5%
WSTAM
824
Wilbanks Smith & Thomas Asset Management
Virginia
$2.72M +$548K +9,026 +25%
SGAM
825
Smith Group Asset Management
Texas
$2.72M +$2.72M +44,709 New
31 32
33
34 35