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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,295 hedge funds and large institutions have $92.8B invested in NextEra Energy, Inc. in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,017 increasing their positions, 898 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-103
Holders Change %
-4.3%
% of All Funds
36.59%
Holding in Top 10
29
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50.85%
% of All Funds
0.46%
New
146
Increased
1,017
Reduced
898
Closed
220
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$559M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$432M
3
Goldman Sachs
Goldman Sachs
New York
+$316M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$231M
5
Franklin Resources
Franklin Resources
California
+$228M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$468M
2
AIM
Alphinity Investment Management
Australia
-$361M
3
DZ Bank
DZ Bank
Germany
-$181M
4
Artisan Partners
Artisan Partners
Wisconsin
-$121M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
1026
Curi RMB Capital
Illinois
$1.49M -$28.2K -493 -2%
M1FG
1027
Mach-1 Financial Group
Arkansas
$1.49M +$7.62K +133 +0.5%
JIC
1028
Joel Isaacson & Co
New York
$1.49M +$30.9K +540 +2%
EFS
1029
Essex Financial Services
Connecticut
$1.49M +$18.5K +323 +1%
RWA
1030
River Wealth Advisors
Pennsylvania
$1.48M +$180K +3,147 +14%
MWM
1031
Meridian Wealth Management
Kentucky
$1.48M -$340K -5,938 -19%
CT
1032
Colonial Trust
South Carolina
$1.48M +$1.09M +18,998 +279%
IA
1033
Icon Advisers
Colorado
$1.48M – – –
CIAS
1034
CFS Investment Advisory Services
New Jersey
$1.48M +$26.7K +466 +2%
CCM
1035
Coldstream Capital Management
Washington
$1.47M -$271K -4,729 -16%
BOPW
1036
Brandywine Oak Private Wealth
Pennsylvania
$1.47M -$388K -6,779 -21%
VA
1037
Vident Advisory
Georgia
$1.47M +$1.47M +25,669 New
TNB
1038
Thomasville National Bank
Georgia
$1.47M -$15.8K -275 -1%
APP
1039
Avantax Planning Partners
Iowa
$1.45M -$40.9K -714 -3%
ADL
1040
Asset Dedication LLC
California
$1.45M +$142K +2,475 +11%
VCA
1041
Verdence Capital Advisors
Maryland
$1.45M +$67.7K +1,181 +5%
CIA
1042
Cladis Investment Advisory
Montana
$1.45M – – –
CC
1043
Cannell & Co
New York
$1.44M – – –
NSIM
1044
North Star Investment Management
Illinois
$1.44M -$4.81K -84 -0.3%
CAG
1045
Csenge Advisory Group
Florida
$1.43M -$11.6K -202 -0.8%
FWP
1046
FAS Wealth Partners
Kansas
$1.43M +$48.2K +841 +3%
BSSFA
1047
Baron Silver Stevens Financial Advisors
Florida
$1.43M -$115K -2,002 -7%
GAG
1048
Goodman Advisory Group
Massachusetts
$1.42M -$484K -8,448 -25%
CC
1049
Corton Capital
Ontario, Canada
$1.42M +$448K +7,816 +46%
LPT
1050
Legacy Private Trust
Wisconsin
$1.41M +$863K +15,069 +157%
40 41
42
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