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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 %
HT
1051
Heritage Trust
Oklahoma
$1.52M +$181K +2,984 +14%
LFAS
1052
Level Four Advisory Services
Texas
$1.51M +$42.9K +706 +3%
BW
1053
Bison Wealth
Georgia
$1.51M -$260K -4,274 -15%
AIIMS
1054
Analyst IMS Investment Management Services
Israel
$1.51M +$499K +8,212 +49%
VCA
1055
Verdence Capital Advisors
Maryland
$1.51M -$31.7K -522 -2%
WIC
1056
Wilkins Investment Counsel
Massachusetts
$1.5M +$99.3K +1,635 +7%
GI
1057
GS Investments
Minnesota
$1.5M -$174K -2,862 -10%
QWM
1058
Quadcap Wealth Management
Texas
$1.49M +$1.49M +24,590 New
RWA
1059
River Wealth Advisors
Pennsylvania
$1.48M -$92.6K -1,524 -6%
SIA
1060
Strategic Investment Advisors
Michigan
$1.47M +$6.62K +109 +0.5%
KCPG
1061
Kavar Capital Partners Group
Kansas
$1.47M +$457K +7,525 +45%
EFMC
1062
Empire Financial Management Company
New York
$1.46M +$100K +1,652 +7%
PMA
1063
Prudent Man Advisors
Illinois
$1.46M +$217K +3,574 +17%
EP
1064
EPIQ Partners
Minnesota
$1.46M – – –
Dodge & Cox
1065
Dodge & Cox
California
$1.46M – – –
MCM
1066
Mill Capital Management
North Carolina
$1.46M – – –
MCM
1067
Moore Capital Management
New York
$1.46M +$1.46M +24,000 New
CCA
1068
Cobblestone Capital Advisors
New York
$1.46M – – –
VA
1069
Vident Advisory
Georgia
$1.46M -$103K -1,703 -7%
APWM
1070
Argonautica Private Wealth Management
Massachusetts
$1.45M -$41.3K -680 -3%
EFSCE
1071
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M +$607 +10 +0%
SW
1072
SteelPeak Wealth
California
$1.44M +$194K +3,201 +16%
LCM
1073
LVM Capital Management
Michigan
$1.44M +$7.53K +124 +0.5%
BFS
1074
Bard Financial Services
Connecticut
$1.43M -$182K -3,000 -11%
KF
1075
Krilogy Financial
Missouri
$1.43M -$429K -7,056 -23%
41 42
43
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