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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,295 hedge funds and large institutions have $92.8B invested in NextEra Energy, Inc. in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,017 increasing their positions, 898 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-103
Holders Change %
-4.3%
% of All Funds
36.59%
Holding in Top 10
29
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50.85%
% of All Funds
0.46%
New
146
Increased
1,017
Reduced
898
Closed
220
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.54B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.75B
3
Goldman Sachs
Goldman Sachs
New York
$1.04B
4
AllianceBernstein
AllianceBernstein
Tennessee
$531M
5
Franklin Resources
Franklin Resources
California
$1.5B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$336M
2
AIM
Alphinity Investment Management
Australia
$0
3
DZ Bank
DZ Bank
Germany
$2.63M
4
Artisan Partners
Artisan Partners
Wisconsin
$490M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$97.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
901
Archer Investment Corporation
Indiana
$2.07M +$121K +2,118 +6%
JWCA
902
J.W. Cole Advisors
Florida
$2.07M -$82.2K -1,435 -4%
TCA
903
Transcend Capital Advisors
New Jersey
$2.07M -$257K -4,493 -11%
EP
904
Eudaimonia Partners
Tennessee
$2.06M -$2.35K -41 -0.1%
BA
905
Bristlecone Advisors
Washington
$2.05M +$19.4K +338 +1%
HSA
906
HBK Sorce Advisory
Pennsylvania
$2.05M +$13.1K +229 +0.6%
M
907
Mirova
France
$2.05M -$1.64M -28,621 -44%
WSTAM
908
Wilbanks Smith & Thomas Asset Management
Virginia
$2.04M +$328K +5,724 +19%
ACA
909
Anchor Capital Advisors
Massachusetts
$2.04M -$5.99M -104,485 -75%
GCIM
910
Gunn & Company Investment Management
Florida
$2.04M +$2.04M +35,637 New
HCM
911
Hall Capital Management
Rhode Island
$2.03M +$83.3K +1,454 +4%
AAB
912
ABN AMRO Bank
Netherlands
$2.02M -$878K -15,301 -30%
CFFP
913
Center for Financial Planning
Michigan
$2.02M +$29.9K +522 +2%
CIA
914
Compass Ion Advisors
Pennsylvania
$2.01M +$2.01M +35,018 New
LOIM
915
Liberty One Investment Management
Illinois
$2.01M +$155K +2,698 +8%
BMWM
916
Brown Miller Wealth Management
Virginia
$2.01M +$227K +3,960 +13%
William Blair Investment Management
917
William Blair Investment Management
Illinois
$2M -$1.31M -22,850 -40%
ACS
918
Archford Capital Strategies
Illinois
$2M +$217K +3,787 +12%
GPI
919
General Partner Inc
Pennsylvania
$1.99M -$387K -7,000 -16%
WWM
920
Western Wealth Management
Colorado
$1.99M +$214K +3,731 +12%
MIM
921
Montgomery Investment Management
Maryland
$1.98M +$28.6K +500 +1%
BWM
922
Buckley Wealth Management
Nevada
$1.98M +$852K +14,879 +76%
CL
923
Choreo LLC
Illinois
$1.98M +$24.6K +429 +1%
BTW
924
Boston Trust Walden
Massachusetts
$1.97M – – –
CAM
925
Cubic Asset Management
Massachusetts
$1.97M +$1.97M +34,341 New
35 36
37
38 39