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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,398 hedge funds and large institutions have $117B invested in NextEra Energy, Inc. in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,058 increasing their positions, 897 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,398
Holders Change
+6
Holders Change %
+0.25%
% of All Funds
37.82%
Holding in Top 10
59
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-35.16%
% of All Funds
0.93%
New
138
Increased
1,058
Reduced
897
Closed
114
Calls
$1.25B
Puts
$924M
Net Calls
+$328M
Net Calls Change
+$233M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$460M
2
Morgan Stanley
Morgan Stanley
New York
+$296M
3
State Street
State Street
Massachusetts
+$215M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$206M
5
Barclays
Barclays
United Kingdom
+$164M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$102B
2
OIAM
OFI Invest Asset Management
France
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
4
DZ Bank
DZ Bank
Germany
-$384M
5
SP
Sarasin & Partners
United Kingdom
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
926
Comerica Securities
Michigan
$2.35M +$194K +2,617 +9%
PL
927
Parkwood LLC
Ohio
$2.35M -$990K -13,339 -30%
SLI
928
Sumitomo Life Insurance
Japan
$2.33M -$1.13M -15,195 -33%
WFG
929
Wills Financial Group
Virginia
$2.33M +$37.1K +500 +2%
GPA
930
Garrison Point Advisors
California
$2.31M -$12.5K -168 -0.5%
ACM
931
Adalta Capital Management
New York
$2.31M -$223 -3 -0%
HCA
932
Harbour Capital Advisors
Virginia
$2.3M -$89.1K -1,198 -4%
VRM
933
Vectors Research Management
New York
$2.3M -$478K -6,441 -17%
BMWM
934
Brown Miller Wealth Management
Virginia
$2.3M +$46.7K +630 +2%
AIM
935
Arcadia Investment Management
Michigan
$2.3M +$911K +12,280 +66%
CFS
936
CRA Financial Services
New Jersey
$2.29M +$327K +4,409 +17%
WWM
937
Western Wealth Management
Colorado
$2.29M +$40.9K +551 +2%
TW
938
TrinityPoint Wealth
Connecticut
$2.29M +$108K +1,451 +5%
CCWA
939
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.29M -$293K -3,955 -11%
CWM
940
Chesapeake Wealth Management
Virginia
$2.29M +$16.1K +217 +0.7%
RMCM
941
Reynders McVeigh Capital Management
Massachusetts
$2.27M -$58.2K -784 -3%
FMWA
942
Forvis Mazars Wealth Advisors
Missouri
$2.26M -$890 -12 -0%
CCM
943
Coldstream Capital Management
Washington
$2.26M +$20.8K +280 +0.9%
CA
944
Clearstead Advisors
Ohio
$2.24M +$102K +1,372 +5%
OC
945
Oakworth Capital
Alabama
$2.24M -$115K -1,546 -5%
WANY
946
Wealthspire Advisors (New York)
New York
$2.23M +$86K +1,159 +4%
HP
947
Hartree Partners
New York
$2.23M +$2.23M +30,000 New
LFS
948
Legacy Financial Strategies
Kansas
$2.22M +$207K +2,794 +10%
WSTAM
949
Wilbanks Smith & Thomas Asset Management
Virginia
$2.22M +$19.6K +264 +0.9%
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$2.21M – – –
36 37
38
39 40