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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 %
NP
1026
NorthRock Partners
Minnesota
$1.59M +$678K +11,163 +75%
IAS
1027
Insigneo Advisory Services
Florida
$1.59M +$371K +6,114 +31%
SIS
1028
Sound Income Strategies
Florida
$1.58M +$299K +4,927 +23%
CRC
1029
Curi RMB Capital
Illinois
$1.58M -$3.04K -50 -0.2%
DLCIG
1030
D.L. Carlson Investment Group
New Hampshire
$1.58M -$88.3K -1,542 -5%
CAMV
1031
Concord Asset Management (Virginia)
Virginia
$1.57M +$414K +6,819 +36%
SAG
1032
SageView Advisory Group
California
$1.57M +$675K +11,385 +75%
IA
1033
Icon Advisers
Colorado
$1.57M – – –
TNB
1034
Thomasville National Bank
Georgia
$1.56M +$304 +5 +0%
SM
1035
Sciencast Management
New Jersey
$1.55M -$48.4K -797 -3%
SWA
1036
SOA Wealth Advisors
New York
$1.55M -$64.1K -1,055 -4%
VF
1037
Virtu Financial
New York
$1.55M -$5.49M -90,417 -78%
EFS
1038
Essex Financial Services
Connecticut
$1.55M -$31K -510 -2%
OIA
1039
OneDigital Investment Advisors
Kansas
$1.54M -$783K -12,886 -34%
NSIM
1040
North Star Investment Management
Illinois
$1.54M +$14.5K +238 +0.9%
ATC
1041
Adirondack Trust Company
New York
$1.54M -$46.1K -835 -3%
JIC
1042
Joel Isaacson & Co
New York
$1.54M -$36.4K -599 -2%
ADL
1043
Asset Dedication LLC
California
$1.54M -$6.7K -110 -0.4%
CIA
1044
Cladis Investment Advisory
Montana
$1.54M – – –
CC
1045
Cannell & Co
New York
$1.53M – – –
BAM
1046
Berkshire Asset Management
Pennsylvania
$1.53M -$73.5K -1,210 -5%
AAB
1047
ABN AMRO Bank
Netherlands
$1.53M -$625K -10,241 -29%
OC
1048
Oakworth Capital
Alabama
$1.52M -$299K -4,919 -16%
EHWM
1049
Eads & Heald Wealth Management
Georgia
$1.52M -$336K -5,539 -18%
RF
1050
Robbins Farley
New Hampshire
$1.52M -$287K -4,724 -16%
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