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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 %
SFCL
1001
Strengthening Families & Communities LLC
Massachusetts
$1.72M +$121K +1,995 +8%
BJL
1002
Brighton Jones LLC
Washington
$1.71M +$540K +8,893 +46%
SHFA
1003
SS&H Financial Advisors
Michigan
$1.71M – – –
SFS
1004
Sowell Financial Services
Arkansas
$1.7M -$30.1K -496 -2%
GDP
1005
Great Diamond Partners
Maine
$1.69M -$659K -10,857 -28%
AT
1006
Avalon Trust
New Mexico
$1.67M +$6.07K +100 +0.4%
LFS
1007
Legacy Financial Strategies
Kansas
$1.67M -$4.25K -70 -0.3%
LCM
1008
Liberty Capital Management
Michigan
$1.67M -$1.12M -18,362 -40%
PWP
1009
Principle Wealth Partners
Connecticut
$1.65M -$690K -11,364 -29%
OAM
1010
Ostrum Asset Management
France
$1.65M +$1.88K +31 +0.1%
HL
1011
HeadInvest LLC
Maine
$1.64M +$223K +3,678 +16%
GSEP
1012
Golden State Equity Partners
California
$1.64M +$315K +5,188 +24%
CRA
1013
Clear Rock Advisors
Texas
$1.64M +$1.64M +28,909 New
CFGS
1014
Concourse Financial Group Securities
Alabama
$1.63M +$153K +2,511 +10%
RA
1015
RFG Advisory
Alabama
$1.63M -$352K -5,792 -18%
FFN
1016
Focus Financial Network
Minnesota
$1.63M +$1.22M +20,140 +302%
PWP
1017
Private Wealth Partners
California
$1.63M -$56.7K -934 -3%
AWP
1018
Ascent Wealth Partners
New York
$1.62M +$144K +2,373 +10%
USCWA
1019
U.S. Capital Wealth Advisors
Texas
$1.62M +$787K +12,965 +95%
AIM
1020
Arcadia Investment Management
Michigan
$1.61M -$374K -6,164 -19%
HW
1021
Hancock Whitney
Mississippi
$1.61M -$49.3K -812 -3%
Edgewood Management
1022
Edgewood Management
Connecticut
$1.6M – – –
CAG
1023
Csenge Advisory Group
Florida
$1.6M +$81.5K +1,341 +5%
CIC
1024
Cutler Investment Counsel
Oregon
$1.6M +$7.05K +116 +0.4%
EVM
1025
Evelyn V. Moreno
$1.59M -$3M -49,357 -65%
39 40
41
42 43