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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 %
WPW
1201
Waldron Private Wealth
Pennsylvania
$1.24M +$127K +1,654 +11%
CWAG
1202
Compton Wealth Advisory Group
Virginia
$1.24M +$322K +4,179 +35%
CG
1203
Caprock Group
Idaho
$1.24M +$294K +3,819 +31%
AF
1204
Arrow Financial
New York
$1.24M -$27.3K -354 -2%
FPFS
1205
First Personal Financial Services
North Carolina
$1.24M -$7.32K -95 -0.6%
AC
1206
AlphaCore Capital
California
$1.23M +$795K +10,314 +181%
MA
1207
MCF Advisors
Kentucky
$1.23M +$116K +1,504 +10%
TNBTD
1208
Trustmark National Bank Trust Department
Mississippi
$1.23M -$1.25M -16,221 -50%
DGAM
1209
Desjardins Global Asset Management
Quebec, Canada
$1.23M +$975K +12,643 +389%
FIM
1210
Freedom Investment Management
Connecticut
$1.22M -$718K -9,315 -37%
CCM
1211
Copeland Capital Management
Pennsylvania
$1.22M -$36.4K -472 -3%
SP
1212
Successful Portfolios
Florida
$1.21M -$19.1K -248 -2%
KJWM
1213
Kiley Juergens Wealth Management
Washington
$1.2M +$28.1K +364 +2%
ICP
1214
Interchange Capital Partners
Pennsylvania
$1.2M +$1.2M +15,544 New
SFS
1215
Sowell Financial Services
Arkansas
$1.2M -$481K -6,239 -29%
HI
1216
Harbour Investments
Wisconsin
$1.2M -$209K -2,707 -15%
FMB
1217
Field & Main Bank
Kentucky
$1.19M +$22.7K +294 +2%
BAAM
1218
Baker Avenue Asset Management
California
$1.19M -$12.6K -164 -1%
SP
1219
Symmetry Partners
Connecticut
$1.19M – – –
QC
1220
Quaero Capital
Switzerland
$1.19M -$5.13M -66,610 -81%
AIM
1221
Aspen Investment Management
Michigan
$1.19M -$14.6K -190 -1%
VWA
1222
V Wealth Advisors
Kansas
$1.19M +$43.5K +564 +4%
LHC
1223
Little House Capital
Massachusetts
$1.18M +$1.18M +15,352 New
FWM
1224
Fingerlakes Wealth Management
New York
$1.18M +$3.39K +44 +0.3%
CMS
1225
Capital Market Strategies
Florida
$1.18M -$385 -5 -0%
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49
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