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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,442 hedge funds and large institutions have $103B invested in NextEra Energy, Inc. in 2024 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 1,120 increasing their positions, 855 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,442
Holders Change
+42
Holders Change %
+1.75%
% of All Funds
35.4%
Holding in Top 10
47
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20.51%
% of All Funds
0.68%
New
208
Increased
1,120
Reduced
855
Closed
132
Calls
$1.58B
Puts
$1.04B
Net Calls
+$535M
Net Calls Change
+$70.2M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$264M
2
Franklin Resources
Franklin Resources
California
+$188M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$184M
4
ZP
Zimmer Partners
New York
+$173M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$161M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.7B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$774M
3
State Street
State Street
Massachusetts
-$692M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$527M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
976
Smith Group Asset Management
Texas
$2.01M -$850K -13,300 -30%
BP
977
Ballentine Partners
Massachusetts
$2M -$1.06M -16,655 -35%
WWM
978
Western Wealth Management
Colorado
$1.99M -$669K -10,464 -25%
AG
979
Ascent Group
Virginia
$1.99M +$6.9K +108 +0.3%
CAMV
980
Concord Asset Management (Virginia)
Virginia
$1.99M +$334K +5,233 +20%
VIM
981
Vinva Investment Management
Australia
$1.99M +$532K +8,330 +37%
SFP
982
Shepherd Financial Partners
Massachusetts
$1.99M -$26.8K -420 -1%
Man Group
983
Man Group
United Kingdom
$1.97M -$13.3M -208,093 -87%
EFMC
984
Empire Financial Management Company
New York
$1.97M +$433K +6,774 +28%
WCBA
985
Weaver C. Barksdale & Associates
Tennessee
$1.97M +$1.97M +30,868 New
CP
986
Castleview Partners
Texas
$1.97M +$1.25M +19,497 +172%
SWA
987
Stratos Wealth Advisors
Ohio
$1.97M -$404K -6,324 -17%
GPA
988
Garrison Point Advisors
California
$1.96M -$3.84K -60 -0.2%
BTW
989
Boston Trust Walden
Massachusetts
$1.96M -$102K -1,600 -5%
LAIC
990
Lederer & Associates Investment Counsel
California
$1.95M +$4.54K +71 +0.2%
CRA
991
Clear Rock Advisors
Texas
$1.94M +$95.5K +1,495 +5%
CCWA
992
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.94M -$257K -4,024 -12%
WA
993
WealthTrust Axiom
Pennsylvania
$1.94M +$256 +4 +0%
SFCL
994
Strengthening Families & Communities LLC
Massachusetts
$1.94M +$134K +2,091 +7%
MNBTD
995
Moody National Bank Trust Division
Texas
$1.93M +$109K +1,711 +6%
CIAS
996
CFS Investment Advisory Services
New Jersey
$1.93M +$83.1K +1,300 +4%
LOAMS
997
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.92M -$932K -14,582 -33%
BOH
998
Bank of Hawaii
Hawaii
$1.92M -$10.2K -159 -0.5%
ACM
999
Advent Capital Management
New York
$1.92M -$1.28M -20,000 -40%
PCP
1000
Pacific Capital Partners
$1.92M -$160K -2,500 -8%
38 39
40
41 42