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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,295 hedge funds and large institutions have $92.8B invested in NextEra Energy, Inc. in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,017 increasing their positions, 898 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-103
Holders Change %
-4.3%
% of All Funds
36.59%
Holding in Top 10
29
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50.85%
% of All Funds
0.46%
New
146
Increased
1,017
Reduced
898
Closed
220
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$559M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$432M
3
Goldman Sachs
Goldman Sachs
New York
+$316M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$231M
5
Franklin Resources
Franklin Resources
California
+$228M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$468M
2
AIM
Alphinity Investment Management
Australia
-$361M
3
DZ Bank
DZ Bank
Germany
-$181M
4
Artisan Partners
Artisan Partners
Wisconsin
-$121M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
1276
Quantamental Technologies
New York
$910K +$910K +15,880 New
SFM
1277
Signet Financial Management
New Jersey
$908K +$40.6K +709 +5%
GWM
1278
Gitterman Wealth Management
New Jersey
$903K +$38.5K +672 +4%
EI
1279
Ethic Inc
New York
$903K +$351K +6,132 +64%
EM
1280
ELCO Management
New York
$901K +$395K +6,894 +78%
MWM
1281
Marion Wealth Management
Pennsylvania
$901K +$49.6K +865 +6%
SWM
1282
SeaCrest Wealth Management
New York
$896K +$12.5K +219 +1%
CWAG
1283
Compton Wealth Advisory Group
Virginia
$894K -$16.8K -294 -2%
OQS
1284
Occudo Quantitative Strategies
Florida
$894K -$2.41M -42,072 -73%
LAS
1285
LWM Advisory Services
Florida
$894K -$46.9K -823 -5%
FRA
1286
Front Row Advisors
California
$894K +$845K +14,755 +1,752%
NSB
1287
Norway Savings Bank
Maine
$892K +$13.5K +235 +2%
WSC
1288
Wellington Shields & Co
New York
$891K – – –
CWM
1289
Core Wealth Management
Florida
$891K -$72.1K -1,258 -7%
AF
1290
Arrow Financial
New York
$890K -$23.3K -406 -3%
UCB
1291
United Community Bank
South Carolina
$888K +$837K +14,603 +1,623%
PL
1292
Perpetual Ltd
Australia
$888K +$189K +3,305 +27%
GFS
1293
GYL Financial Synergies
Connecticut
$887K -$2.58M -45,001 -74%
FWM
1294
Fingerlakes Wealth Management
New York
$881K -$2.35K -41 -0.3%
GKIM
1295
GW&K Investment Management
Massachusetts
$879K -$10.4M -181,258 -92%
CAAS
1296
Capital Asset Advisory Services
Michigan
$876K +$228K +4,256 +35%
OFG
1297
Oxford Financial Group
Indiana
$876K -$79.8K -1,393 -8%
IA
1298
IFG Advisory
Georgia
$875K +$87.9K +1,534 +11%
PCA
1299
Pallas Capital Advisors
Massachusetts
$873K -$4.77M -83,360 -85%
LWA
1300
Lineweaver Wealth Advisors
Ohio
$871K +$871K +15,195 New
50 51
52
53 54