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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 %
BRA
876
Bender Robert & Associates
California
$2.33M -$110K -1,805 -4%
TCA
877
Transcend Capital Advisors
New Jersey
$2.33M +$139K +2,291 +6%
WA
878
Wealth Alliance
New York
$2.32M +$48.5K +798 +2%
SAM
879
Sycomore Asset Management
France
$2.32M +$131K +2,154 +6%
CIC
880
Cornercap Investment Counsel
Georgia
$2.31M -$139K -2,295 -6%
QPBE
881
Quintet Private Bank (Europe)
Luxembourg
$2.31M -$434K -7,144 -16%
AWM
882
Avitas Wealth Management
California
$2.3M +$64.2K +1,057 +3%
PTC
883
Private Trust Company
Ohio
$2.29M -$50.6K -833 -2%
LNWWM
884
Laird Norton Wetherby Wealth Management
California
$2.29M -$196K -3,231 -8%
JWCA
885
J.W. Cole Advisors
Florida
$2.28M +$89.7K +1,477 +4%
TA
886
TFG Advisers
Michigan
$2.26M -$110K -1,817 -5%
SFS
887
Strategic Financial Services
New York
$2.26M -$5.65K -93 -0.2%
SWA
888
Stratos Wealth Advisors
Ohio
$2.25M -$94.1K -1,550 -4%
JLBC
889
J.L. Bainbridge & Co
Florida
$2.25M -$22.8K -375 -1%
PG
890
Patten Group
Tennessee
$2.24M -$53.6K -883 -2%
DWP
891
Daymark Wealth Partners
Ohio
$2.23M -$40.2K -662 -2%
MWM
892
Mission Wealth Management
California
$2.21M -$22.8K -376 -1%
IWM
893
IHT Wealth Management
Illinois
$2.2M -$242K -3,980 -10%
UF
894
Univest Financial
Pennsylvania
$2.2M -$2.89M -47,639 -57%
FWP
895
FAS Wealth Partners
Kansas
$2.2M +$683K +11,251 +45%
FFA
896
Fairfield Financial Advisors
Massachusetts
$2.19M -$765K -12,589 -26%
BMWM
897
Brown Miller Wealth Management
Virginia
$2.18M +$55.8K +919 +3%
DIP
898
DT Investment Partners
Pennsylvania
$2.18M -$11.9K -200 -0.5%
IAIM
899
International Assets Investment Management
Florida
$2.17M +$544K +8,949 +33%
EB
900
Eastern Bank
Massachusetts
$2.16M -$114K -1,870 -5%
34 35
36
37 38