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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 %
DWT
1026
Dorsey & Whitney Trust
South Dakota
$1.8M -$819K -12,820 -31%
SAM
1027
Shell Asset Management
Netherlands
$1.8M -$1.65M -23,248 -48%
SHFA
1028
SS&H Financial Advisors
Michigan
$1.8M – – –
VCA
1029
Verdence Capital Advisors
Maryland
$1.8M +$214K +3,347 +13%
WAS
1030
Wealth Advisory Solutions
Indiana
$1.8M +$1.8M +28,139 New
NHT
1031
New Hampshire Trust
New Hampshire
$1.8M -$185K -2,893 -9%
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$1.78M +$456K +7,138 +34%
HT
1033
Heritage Trust
Oklahoma
$1.78M +$188K +2,948 +12%
FBT
1034
First Bankers Trust
Kentucky
$1.78M -$104K -1,633 -6%
BS
1035
Banco Santander
Spain
$1.78M +$301K +4,716 +20%
CAAS
1036
Capital Asset Advisory Services
Michigan
$1.78M +$320K +4,989 +22%
CS
1037
Cannell & Spears
New York
$1.78M +$1.78M +27,811 New
ATC
1038
Adirondack Trust Company
New York
$1.76M -$22.3K -349 -1%
AT
1039
Avalon Trust
New Mexico
$1.76M – – –
GWMIA
1040
Global Wealth Management Investment Advisory
Florida
$1.76M -$3.48M -54,385 -66%
LFM
1041
LGT Fund Management
Liechtenstein
$1.75M +$575K +9,000 +49%
IAS
1042
Insigneo Advisory Services
Florida
$1.74M +$70.1K +1,097 +4%
CC
1043
Courier Capital
New York
$1.73M -$200K -3,126 -10%
PWP
1044
Private Wealth Partners
California
$1.72M +$10.1K +158 +0.6%
DT
1045
Diversified Trust
Tennessee
$1.72M -$1.21M -18,973 -41%
MFG
1046
Merit Financial Group
Georgia
$1.71M +$318K +4,533 +23%
PFSC
1047
Peoples Financial Services Corp
Pennsylvania
$1.71M -$122K -1,907 -7%
LSAG
1048
Lake Street Advisors Group
New Hampshire
$1.7M +$230K +3,604 +16%
JGUA
1049
John G. Ullman & Associates
New York
$1.7M +$777K +12,150 +84%
ZIC
1050
ZWJ Investment Counsel
Georgia
$1.7M +$241K +3,773 +16%
40 41
42
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