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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 %
NSEDCP
826
NJ State Employees Deferred Compensation Plan
New Jersey
$3.08M – – –
BRCM
827
Bright Rock Capital Management
Massachusetts
$3.08M – – –
FC
828
FORA Capital
Florida
$3.07M -$118K -1,529 -4%
BRA
829
Bender Robert & Associates
California
$3.07M -$41.2K -535 -1%
USCWA
830
U.S. Capital Wealth Advisors
Texas
$3.06M +$77.1K +1,000 +3%
OHIS
831
Oak Harvest Investment Services
Texas
$3.06M +$2.8M +36,354 +1,099%
AAS
832
Annex Advisory Services
Wisconsin
$3.05M -$29.3K -380 -1%
DLCIG
833
D.L. Carlson Investment Group
New Hampshire
$3.05M -$1.14M -14,778 -27%
LCM
834
Liberty Capital Management
Michigan
$3.05M +$64.6K +838 +2%
WCA
835
Westover Capital Advisors
Delaware
$3.05M -$85.3K -1,106 -3%
BFG
836
Berger Financial Group
Minnesota
$3.05M -$90.1K -1,169 -3%
STC
837
Sarah T. Connolly
$3.02M +$443K +5,751 +17%
LA
838
LVW Advisors
New York
$3.02M +$132K +1,708 +5%
VAS
839
Valicenti Advisory Services
New York
$3.02M +$3.02M +39,210 New
SFS
840
Strategic Financial Services
New York
$3.01M -$127K -1,650 -4%
BHC
841
Bowen Hanes & Co
Florida
$3M -$538K -6,976 -15%
SIM
842
Stratos Investment Management
Ohio
$2.99M +$337K +4,369 +13%
PWP
843
Principle Wealth Partners
Connecticut
$2.99M – – –
VWM
844
Venturi Wealth Management
Texas
$2.98M -$224K -2,907 -7%
IWM
845
IHT Wealth Management
Illinois
$2.98M +$943K +12,229 +46%
AT
846
Arden Trust
Delaware
$2.95M -$1K -13 -0%
GDP
847
Great Diamond Partners
Maine
$2.94M -$504K -6,535 -15%
ET
848
Equitable Trust
Tennessee
$2.94M +$183K +2,377 +7%
PG
849
Patten Group
Tennessee
$2.93M -$19.9K -258 -0.7%
HIP
850
HUB Investment Partners
Texas
$2.93M +$2.93M +38,026 New
32 33
34
35 36