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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,640 hedge funds and large institutions have $135B invested in NextEra Energy, Inc. in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 1,086 increasing their positions, 1,003 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,640
Holders Change
+121
Holders Change %
+4.8%
% of All Funds
38.18%
Holding in Top 10
75
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+36.36%
% of All Funds
1.08%
New
253
Increased
1,086
Reduced
1,003
Closed
96
Calls
$2.61B
Puts
$2.48B
Net Calls
+$135M
Net Calls Change
-$644M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$338M
2
BlackRock
BlackRock
New York
+$334M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$251M
4
State Street
State Street
Massachusetts
+$235M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$195M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$191M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$165M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
876
NorthCrest Asset Manangement
Minnesota
$3.49M +$2.21M +26,139 +172%
IWA
877
IBEX Wealth Advisors
New Jersey
$3.49M -$43.5M -87,816 -93%
LNWTC
878
Laird Norton Wetherby Trust Company
Washington
$3.48M – – –
SC
879
Sagefield Capital
Texas
$3.46M -$6.18M -73,154 -64%
HWA
880
HCR Wealth Advisors
California
$3.44M +$8.96K +106 +0.3%
ET
881
Equitable Trust
Tennessee
$3.44M +$595K +7,036 +21%
JAFL
882
Jay A. Fishman Ltd
Michigan
$3.43M +$35K +414 +1%
NWM
883
Nicola Wealth Management
British Columbia, Canada
$3.42M +$169K +2,000 +5%
ACS
884
Archford Capital Strategies
Illinois
$3.39M -$105K -1,269 -3%
ST
885
Smithfield Trust
Pennsylvania
$3.38M +$16K +190 +0.5%
NSEDCP
886
NJ State Employees Deferred Compensation Plan
New Jersey
$3.38M – – –
PFM
887
Premier Fund Managers
United Kingdom
$3.38M -$423K -5,000 -11%
FPAS
888
Focus Partners Advisor Solutions
Missouri
$3.38M +$491K +5,804 +17%
AFG
889
Argent Financial Group
Louisiana
$3.38M +$3.38M +39,933 New
COI
890
Connable Office Inc
Michigan
$3.37M +$9.13K +108 +0.3%
RBC
891
Romano Brothers & Co
Illinois
$3.37M +$25.4K +301 +0.8%
SC
892
Sapient Capital
Indiana
$3.37M +$26.2K +310 +0.8%
EF
893
Empowered Funds
Pennsylvania
$3.36M +$251K +2,974 +8%
MWM
894
Modera Wealth Management
New Jersey
$3.36M +$38K +449 +1%
WA
895
Wealth Alliance
New York
$3.35M -$97.7K -1,156 -3%
CSIC
896
Clifford Swan Investment Counsel
California
$3.34M +$3.55K +42 +0.1%
VAS
897
Vestmark Advisory Solutions
Massachusetts
$3.33M +$111K +1,314 +3%
LOAMS
898
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.32M +$368K +4,348 +12%
SW
899
SkyOak Wealth
Michigan
$3.32M -$14.2K -168 -0.4%
LWA
900
Lineweaver Wealth Advisors
Ohio
$3.31M +$139K +1,641 +4%
34 35
36
37 38