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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,398 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,058 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
+6
Holders Change %
+0.25%
% of All Funds
37.82%
Holding in Top 10
59
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-35.16%
% of All Funds
0.93%
New
138
Increased
1,058
Reduced
897
Closed
114
Calls
$1.25B
Puts
$924M
Net Calls
+$328M
Net Calls Change
+$233M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$460M
2
Morgan Stanley
Morgan Stanley
New York
+$296M
3
State Street
State Street
Massachusetts
+$215M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$206M
5
Barclays
Barclays
United Kingdom
+$164M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$102B
2
OIAM
OFI Invest Asset Management
France
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
4
DZ Bank
DZ Bank
Germany
-$384M
5
SP
Sarasin & Partners
United Kingdom
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
826
HUB Investment Partners
Texas
$3.02M +$198K +2,675 +7%
CWM
827
Cordatus Wealth Management
Pennsylvania
$3.02M +$422K +5,683 +16%
LWM
828
Laidlaw Wealth Management
New York
$3.01M -$171K -2,308 -5%
TCA
829
Transcend Capital Advisors
New Jersey
$3.01M -$22.3K -301 -0.7%
BAAM
830
Baker Avenue Asset Management
California
$3M +$1.86M +25,063 +163%
COI
831
Connable Office Inc
Michigan
$3M +$3.64K +49 +0.1%
ST
832
Smithfield Trust
Pennsylvania
$2.99M -$3.85K -52 -0.1%
WC
833
Wexford Capital
Florida
$2.98M +$168K +2,263 +6%
NSEDCP
834
NJ State Employees Deferred Compensation Plan
New Jersey
$2.97M – – –
BRCM
835
Bright Rock Capital Management
Massachusetts
$2.97M – – –
JCM
836
Janney Capital Management
Pennsylvania
$2.97M +$199K +2,681 +7%
MOS
837
MGO One Seven
Ohio
$2.96M -$465K -6,269 -14%
BRA
838
Bender Robert & Associates
California
$2.96M +$9.79K +132 +0.3%
BIM
839
Baldwin Investment Management
Pennsylvania
$2.95M +$325K +4,375 +12%
LCM
840
Liberty Capital Management
Michigan
$2.95M +$15.1K +204 +0.5%
VAS
841
Valicenti Advisory Services
New York
$2.95M +$37.1K +500 +1%
DLCIG
842
D.L. Carlson Investment Group
New Hampshire
$2.94M +$4.82K +65 +0.2%
FCBT
843
First Citizens Bank & Trust
North Carolina
$2.94M +$127K +1,706 +5%
CW
844
CreativeOne Wealth
Kansas
$2.94M -$1.81M -24,346 -38%
TSWM
845
Triangle Securities Wealth Management
North Carolina
$2.91M +$706K +9,517 +32%
PG
846
Patten Group
Tennessee
$2.89M +$62.3K +840 +2%
STC
847
Sarah T. Connolly
$2.88M -$31K -418 -1%
SOAMC
848
Spirit of America Management Corp
New York
$2.88M +$441K +5,950 +18%
PWP
849
Principle Wealth Partners
Connecticut
$2.88M -$297 -4 -0%
BHC
850
Bowen Hanes & Co
Florida
$2.87M -$9.28K -125 -0.3%
32 33
34
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