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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 %
HSA
876
HBK Sorce Advisory
Pennsylvania
$2.64M -$502K -6,770 -16%
BA
877
Bristlecone Advisors
Washington
$2.64M -$15.9K -214 -0.6%
RBC
878
Romano Brothers & Co
Illinois
$2.64M -$11.1K -150 -0.4%
SFS
879
Strategic Financial Services
New York
$2.62M -$76.1K -1,104 -3%
GS
880
GTS Securities
New York
$2.61M +$2.61M +35,122 New
VWM
881
Venturi Wealth Management
Texas
$2.61M -$266K -3,588 -9%
SW
882
StrongBox Wealth
Missouri
$2.61M +$256K +3,456 +11%
VF
883
Virtu Financial
New York
$2.6M +$2.6M +35,054 New
MPPW
884
Mitchell & Pahl Private Wealth
Oklahoma
$2.59M +$24.3K +328 +0.9%
PA
885
PFG Advisors
Arizona
$2.58M +$357K +4,805 +16%
CFFP
886
Center for Financial Planning
Michigan
$2.57M +$9.57K +129 +0.4%
BCM
887
Barometer Capital Management
Ontario, Canada
$2.56M -$142K -1,920 -5%
BTW
888
Boston Trust Walden
Massachusetts
$2.55M +$335K +4,509 +15%
MIM
889
Montgomery Investment Management
Maryland
$2.53M -$29.7K -400 -1%
CL
890
Choreo LLC
Illinois
$2.53M -$113K -1,521 -4%
HCM
891
Hall Capital Management
Rhode Island
$2.53M +$52.6K +709 +2%
FCM
892
Firestone Capital Management
Florida
$2.52M +$73 +1 +0%
TNAM
893
Terra Nova Asset Management
New York
$2.52M -$14.8K -200 -0.6%
AIC
894
Archer Investment Corporation
Indiana
$2.52M +$93K +1,254 +4%
ANTB
895
AMG National Trust Bank
Colorado
$2.52M -$60.2K -811 -2%
IWC
896
Integrated Wealth Concepts
Massachusetts
$2.52M +$449K +6,048 +22%
AAM
897
Azzad Asset Management
Virginia
$2.52M -$37.3K -503 -1%
IIM
898
Ipswich Investment Management
Massachusetts
$2.51M -$177K -2,380 -7%
NHT
899
New Hampshire Trust
New Hampshire
$2.5M +$140K +1,889 +6%
GAG
900
Goodman Advisory Group
Massachusetts
$2.47M +$2.47M +33,308 New
34 35
36
37 38