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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 %
CWM
876
Cordatus Wealth Management
Pennsylvania
$2.7M -$4.86K -63 -0.2%
MUAMU
877
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.7M +$1M +13,000 +59%
PFM
878
Parsec Financial Management
North Carolina
$2.69M -$27.7K -360 -1%
CCWA
879
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.68M +$289K +3,751 +12%
ANTB
880
AMG National Trust Bank
Colorado
$2.68M -$269K -3,484 -9%
OIA
881
OneDigital Investment Advisors
Kansas
$2.68M +$128K +1,665 +5%
FCM
882
Firestone Capital Management
Florida
$2.68M +$94.9K +1,231 +4%
WA
883
Wealth Alliance
New York
$2.68M +$315K +4,092 +13%
SG Americas Securities
884
SG Americas Securities
New York
$2.67M +$969K +12,567 +57%
CIC
885
Cornercap Investment Counsel
Georgia
$2.67M +$77.6K +1,007 +3%
CFFP
886
Center for Financial Planning
Michigan
$2.66M -$17.9K -232 -0.7%
MIM
887
Montgomery Investment Management
Maryland
$2.66M – – –
MPPW
888
Mitchell & Pahl Private Wealth
Oklahoma
$2.66M +$71.5K +928 +3%
NGA
889
Naples Global Advisors
Florida
$2.65M +$90.2K +1,170 +4%
AAM
890
Azzad Asset Management
Virginia
$2.65M -$385 -5 -0%
JCM
891
Jacobi Capital Management
Pennsylvania
$2.65M +$21.2K +275 +0.8%
TNAM
892
Terra Nova Asset Management
New York
$2.64M +$33.3K +432 +1%
BFC
893
Blue Fin Capital
Rhode Island
$2.63M +$24.5K +325 +0.9%
CAM
894
Cresset Asset Management
Illinois
$2.62M -$541K -7,024 -17%
HC
895
HNP Capital
New York
$2.62M -$93.6K -1,214 -3%
SFA
896
Souders Financial Advisors
Ohio
$2.6M +$161K +2,084 +7%
BP
897
Ballentine Partners
Massachusetts
$2.6M +$175K +2,275 +7%
BHPW
898
Beverly Hills Private Wealth
California
$2.59M +$399K +5,176 +18%
HCM
899
Hall Capital Management
Rhode Island
$2.57M +$53K +687 +2%
BOPW
900
Brandywine Oak Private Wealth
Pennsylvania
$2.57M -$112K -1,449 -4%
34 35
36
37 38