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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,392 hedge funds and large institutions have $123B invested in NextEra Energy, Inc. in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,035 increasing their positions, 912 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,392
Holders Change
-66
Holders Change %
-2.69%
% of All Funds
38.28%
Holding in Top 10
91
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.15%
% of All Funds
1.46%
New
142
Increased
1,035
Reduced
912
Closed
159
Calls
$1.22B
Puts
$1.12B
Net Calls
+$94.9M
Net Calls Change
+$182M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1B
2
EWA
EP Wealth Advisors
California
+$319M
3
SP
Sarasin & Partners
United Kingdom
+$315M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$298M
5
ClearBridge Investments
ClearBridge Investments
New York
+$242M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.58B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$553M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$416M
4
State Street
State Street
Massachusetts
-$362M
5
DZ Bank
DZ Bank
Germany
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
926
Bessemer Securities
New York
$2.39M -$208K -2,700 -8%
EH
927
Equitable Holdings
New York
$2.39M +$253K +3,282 +12%
WFG
928
Wills Financial Group
Virginia
$2.38M +$160K +2,076 +7%
BPC
929
Banque Pictet & Cie
Switzerland
$2.37M -$1.9M -24,662 -45%
CWM
930
Chesapeake Wealth Management
Virginia
$2.36M -$33K -428 -1%
FMWA
931
Forvis Mazars Wealth Advisors
Missouri
$2.35M -$14.6K -190 -0.6%
LOIM
932
Liberty One Investment Management
Illinois
$2.35M +$256K +3,322 +12%
BMWM
933
Brown Miller Wealth Management
Virginia
$2.34M +$78.7K +1,021 +3%
WWM
934
Western Wealth Management
Colorado
$2.34M +$136K +1,769 +6%
WTC
935
WhitTier Trust Company
Nevada
$2.34M +$94.7K +1,228 +4%
CCM
936
Coldstream Capital Management
Washington
$2.32M -$131K -1,705 -5%
PA
937
PFG Advisors
Arizona
$2.31M +$80.3K +1,042 +4%
Arrowstreet Capital
938
Arrowstreet Capital
Massachusetts
$2.31M +$2.31M +29,936 New
BTW
939
Boston Trust Walden
Massachusetts
$2.3M – – –
PFM
940
Premier Fund Managers
United Kingdom
$2.3M -$2.3M -30,000 -50%
ATC
941
Adirondack Trust Company
New York
$2.3M -$19.3K -250 -0.8%
PFSC
942
Peoples Financial Services Corp
Pennsylvania
$2.29M -$21.2K -275 -0.9%
LFAS
943
Level Four Advisory Services
Texas
$2.29M -$62.6K -812 -3%
WSTAM
944
Wilbanks Smith & Thomas Asset Management
Virginia
$2.29M +$2.7K +35 +0.1%
TSWM
945
Triangle Securities Wealth Management
North Carolina
$2.28M +$51.4K +667 +2%
LSV Asset Management
946
LSV Asset Management
Illinois
$2.27M – – –
TW
947
TrinityPoint Wealth
Connecticut
$2.27M +$10.6K +138 +0.5%
HFS
948
Hantz Financial Services
Michigan
$2.26M +$957K +12,408 +73%
CS
949
Comerica Securities
Michigan
$2.24M +$338K +4,389 +18%
SHFA
950
SS&H Financial Advisors
Michigan
$2.24M -$64.7K -840 -3%
36 37
38
39 40