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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 %
HL
1026
HeadInvest LLC
Maine
$1.83M +$308 +4 +0%
Luther King Capital Management (LKCM)
1027
Luther King Capital Management (LKCM)
Texas
$1.82M +$12.3K +160 +0.7%
PVI
1028
Pine Valley Investments
New Jersey
$1.82M +$1.82M +25,810 New
FMTCOCP
1029
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.82M -$2.31K -30 -0.1%
NP
1030
Ninepoint Partners
Ontario, Canada
$1.81M +$424K +5,506 +31%
KF
1031
Krilogy Financial
Missouri
$1.81M +$248K +3,213 +16%
CFGS
1032
Concourse Financial Group Securities
Alabama
$1.81M +$53.2K +690 +3%
DI
1033
DAGCO Inc
Ohio
$1.81M -$13.2K -173 -0.7%
VCA
1034
Verdence Capital Advisors
Maryland
$1.81M +$15.6K +202 +0.9%
CAG
1035
Csenge Advisory Group
Florida
$1.8M +$60K +778 +3%
RAM
1036
Roanoke Asset Management
New Jersey
$1.8M – – –
LW
1037
Linscomb Wealth
Texas
$1.79M -$16.6K -215 -0.9%
CM
1038
Caption Management
Oklahoma
$1.79M +$514K +6,667 +40%
WBCM
1039
Wilson & Boucher Capital Management
California
$1.79M -$11.2K -145 -0.6%
MIC
1040
Means Investment Company
Maine
$1.79M -$2.62K -34 -0.1%
CL
1041
CIM LLC
New York
$1.76M +$117K +1,521 +7%
BS
1042
Banco Santander
Spain
$1.76M -$37.7K -489 -2%
JWBC
1043
J.W. Burns & Co
New York
$1.75M -$7.25K -94 -0.4%
AC
1044
AXQ Capital
New Jersey
$1.75M +$1.75M +22,660 New
AIM
1045
Achmea Investment Management
Netherlands
$1.75M -$4.02M -52,195 -70%
PVH
1046
Psagot Value Holdings
Israel
$1.74M -$2.21M -28,995 -56%
MCM
1047
McDonough Capital Management
Florida
$1.73M +$4.7K +61 +0.3%
LSAG
1048
Lake Street Advisors Group
New Hampshire
$1.73M +$10.4K +135 +0.6%
PFT
1049
Providence First Trust
Arizona
$1.73M – – –
PWMAG
1050
Pinnacle Wealth Management Advisory Group
New Jersey
$1.72M +$7.86K +102 +0.5%
40 41
42
43 44