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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 %
DIP
1101
DT Investment Partners
Pennsylvania
$1.54M +$87.6K +1,140 +6%
CAM
1102
Cypress Asset Management
Texas
$1.54M -$4.63K -60 -0.3%
FCB
1103
First County Bank
Connecticut
$1.54M -$59.4K -771 -4%
RMA
1104
Roffman Miller Associates
Pennsylvania
$1.53M -$143K -1,856 -9%
WKWM
1105
Walter & Keenan Wealth Management
Indiana
$1.51M -$22K -285 -1%
FNA
1106
First National Advisers
Nebraska
$1.51M +$50.5K +655 +3%
IHL
1107
Investment House LLC
California
$1.51M – – –
FANJ
1108
Financial Architects (New Jersey)
New Jersey
$1.5M +$64.5K +837 +4%
HAIM
1109
Hunter Associates Investment Management
Pennsylvania
$1.5M -$77.3K -1,003 -5%
OAM
1110
Ostrum Asset Management
France
$1.5M +$1.5M +19,419 New
CA
1111
Claro Advisors
Massachusetts
$1.5M -$18.3K -237 -1%
RCIM
1112
Red Cedar Investment Management
Michigan
$1.5M +$445K +5,771 +42%
TG
1113
TCW Group
California
$1.49M -$156K -2,018 -9%
BJL
1114
Brighton Jones LLC
Washington
$1.49M +$331K +4,294 +29%
CNC
1115
Citizens & Northern Corp
Pennsylvania
$1.49M +$11.3K +146 +0.8%
NP
1116
Nilsine Partners
Colorado
$1.49M +$1.49M +19,304 New
SFG
1117
Sather Financial Group
Texas
$1.49M – – –
QI
1118
Qtron Investments
Massachusetts
$1.49M -$135K -1,745 -8%
MTC
1119
Matrix Trust Company
Colorado
$1.48M -$174K -2,259 -10%
EGA
1120
E&G Advisors
Texas
$1.47M +$30.8K +400 +2%
RWA
1121
River Wealth Advisors
Pennsylvania
$1.46M +$389K +5,043 +36%
BMCM
1122
Bryn Mawr Capital Management
Pennsylvania
$1.46M -$7.4K -96 -0.5%
HT
1123
Heritage Trust
Oklahoma
$1.46M +$62.2K +807 +4%
ECM
1124
Evergreen Capital Management
Washington
$1.46M +$28.1K +365 +2%
SIS
1125
Sound Income Strategies
Florida
$1.45M +$5.4K +70 +0.4%
43 44
45
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