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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 %
SF
926
Symphony Financial
Texas
$2.07M +$754K +12,498 +57%
LWA
927
Lineweaver Wealth Advisors
Ohio
$2.07M +$1.15M +18,896 +124%
GGA
928
Granite Group Advisors
Connecticut
$2.07M +$2.07M +35,770 New
VAS
929
Vestmark Advisory Solutions
Massachusetts
$2.06M +$223K +3,676 +12%
GPI
930
General Partner Inc
Pennsylvania
$2.04M -$152K -2,498 -7%
PWA
931
Primoris Wealth Advisors
Florida
$2.04M +$2.04M +33,505 New
CWM
932
Connecticut Wealth Management
Connecticut
$2.02M +$311K +5,128 +18%
BWM
933
Buckley Wealth Management
Nevada
$2.02M -$77.7K -1,280 -4%
AG
934
Advocate Group
Minnesota
$2.01M +$912K +15,009 +83%
AIM
935
Anchor Investment Management
South Carolina
$2M +$64.5K +1,062 +3%
CL
936
Choreo LLC
Illinois
$1.99M -$101K -1,660 -5%
RPC
937
Rossmore Private Capital
Connecticut
$1.99M +$41.4K +682 +2%
AAF
938
Andra AP-fonden
Sweden
$1.98M +$790K +13,000 +66%
MIM
939
Montgomery Investment Management
Maryland
$1.98M -$128K -2,100 -6%
ET
940
Equitable Trust
Tennessee
$1.97M -$384K -6,318 -16%
PCP
941
Pacific Capital Partners
$1.97M -$5.01M -82,500 -72%
IB
942
Intrust Bank
Kansas
$1.97M -$297K -4,893 -13%
CAL
943
Capital Analysts LLC
Pennsylvania
$1.97M +$49.6K +816 +3%
ITC
944
Inspire Trust Company
Nevada
$1.96M +$1.96M +32,308 New
GSB
945
Greenfield Savings Bank
Massachusetts
$1.96M +$9.9K +163 +0.5%
BTW
946
Boston Trust Walden
Massachusetts
$1.96M -$132K -2,174 -6%
WTC
947
WhitTier Trust Company
Nevada
$1.95M -$53.8K -886 -3%
HWAM
948
Hennion & Walsh Asset Management
New Jersey
$1.95M -$984K -16,196 -34%
ZP
949
Zimmer Partners
New York
$1.94M +$1.94M +32,000 New
BA
950
Bridgewater Associates
Connecticut
$1.94M -$6.96M -114,559 -78%
36 37
38
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