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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 %
FHA
951
Flagship Harbor Advisors
Massachusetts
$2.24M +$76K +986 +4%
SS
952
Sunbelt Securities
Texas
$2.23M +$1.16M +15,179 +108%
WANY
953
Wealthspire Advisors (New York)
New York
$2.23M -$527K -6,835 -19%
CA
954
Clearstead Advisors
Ohio
$2.22M +$87.3K +1,132 +4%
BIM
955
Bridges Investment Management
Nebraska
$2.22M -$1.93K -25 -0.1%
MSS
956
Mitchell Sinkler & Starr
Pennsylvania
$2.21M -$203K -2,637 -8%
SC
957
Slow Capital
California
$2.19M +$21.3K +276 +1%
SWA
958
Stratos Wealth Advisors
Ohio
$2.19M +$59.3K +769 +3%
LAIC
959
Lederer & Associates Investment Counsel
California
$2.18M -$2.62K -34 -0.1%
MCM
960
Mill Capital Management
North Carolina
$2.17M -$36.6K -475 -2%
NPT
961
Nixon Peabody Trust
Massachusetts
$2.15M +$193K +2,499 +10%
IWC
962
Integrated Wealth Concepts
Massachusetts
$2.15M -$49.9K -648 -2%
Acadian Asset Management
963
Acadian Asset Management
Massachusetts
$2.15M -$3.02M -39,173 -58%
AT
964
Avalon Trust
New Mexico
$2.13M +$2.13M +27,684 New
BAM
965
Berkshire Asset Management
Pennsylvania
$2.12M -$15.9K -206 -0.7%
ACS
966
Archford Capital Strategies
Illinois
$2.12M +$157K +2,002 +8%
ATPW
967
Ashton Thomas Private Wealth
Arizona
$2.11M +$143K +1,858 +7%
SWA
968
SOA Wealth Advisors
New York
$2.1M -$63.4K -822 -3%
CWM
969
Cabot Wealth Management
Massachusetts
$2.1M -$117K -1,515 -5%
EWM
970
Evermay Wealth Management
Virginia
$2.1M -$4.47K -58 -0.2%
LFS
971
Legacy Financial Strategies
Kansas
$2.1M +$208K +2,698 +11%
MAS
972
Meeder Advisory Services
Ohio
$2.09M -$336K -4,359 -14%
PWP
973
Private Wealth Partners
California
$2.08M -$61.6K -799 -3%
CRC
974
Curi RMB Capital
Illinois
$2.08M +$4.09K +53 +0.2%
AWAU
975
Alliance Wealth Advisors (Utah)
Utah
$2.08M +$93.5K +1,213 +5%
37 38
39
40 41