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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 %
CIA
901
Compass Ion Advisors
Pennsylvania
$2.16M +$28.5K +470 +1%
Capstone Investment Advisors
902
Capstone Investment Advisors
New York
$2.15M -$5.71M -93,996 -73%
M
903
Mirova
France
$2.15M -$22K -363 -1%
BA
904
Bristlecone Advisors
Washington
$2.15M -$28.4K -468 -1%
BIM
905
Baldwin Investment Management
Pennsylvania
$2.15M -$644K -10,598 -23%
VA
906
Valmark Advisers
Ohio
$2.15M -$52.5K -865 -2%
MPPW
907
Mitchell & Pahl Private Wealth
Oklahoma
$2.14M -$67.2K -1,107 -3%
SFS
908
Stiles Financial Services
Minnesota
$2.14M +$176K +2,899 +9%
CT
909
Colonial Trust
South Carolina
$2.14M +$568K +9,351 +36%
LFDLE
910
La Financiere de L'Echiquier
France
$2.14M +$182K +3,000 +9%
CWM
911
Cordatus Wealth Management
Pennsylvania
$2.14M -$280K -4,616 -12%
BDS
912
Banco de Sabadell
Florida
$2.14M +$276K +4,540 +15%
HCM
913
Hall Capital Management
Rhode Island
$2.12M -$32.1K -528 -1%
MGIA
914
Moneta Group Investment Advisors
Missouri
$2.12M -$136K -2,236 -6%
FCBT
915
First Citizens Bank & Trust
North Carolina
$2.12M -$186K -3,058 -8%
1SB
916
1ST Source Bank
Indiana
$2.1M +$105K +1,733 +5%
OAM
917
Occidental Asset Management
California
$2.09M +$339K +5,583 +19%
CCWA
918
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.09M +$248K +4,077 +13%
PA
919
PFW Advisors
Georgia
$2.09M +$96.7K +1,592 +5%
TSWM
920
Triangle Securities Wealth Management
North Carolina
$2.09M -$298K -4,908 -12%
CT
921
Coastline Trust
Rhode Island
$2.08M -$147K -2,422 -7%
T. Rowe Price Investment Management
922
T. Rowe Price Investment Management
Maryland
$2.08M +$1.02M +16,826 +96%
HSA
923
HBK Sorce Advisory
Pennsylvania
$2.08M -$97K -1,597 -4%
SPG
924
Strategic Planning Group
Utah
$2.08M +$2.08M +34,215 New
CFFP
925
Center for Financial Planning
Michigan
$2.08M -$62.7K -1,032 -3%
35 36
37
38 39