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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 %
CASB
1326
Cape Ann Savings Bank
Massachusetts
$881K +$202K +3,437 +30%
JGUA
1327
John G. Ullman & Associates
New York
$881K +$604K +9,950 +219%
ET
1328
Entropy Technologies
New York
$880K +$880K +14,495 New
KA
1329
Klingman & Associates
New York
$879K +$26.2K +431 +3%
RB
1330
Renasant Bank
Mississippi
$879K +$71.1K +1,170 +9%
GWM
1331
Greenwich Wealth Management
Connecticut
$875K +$28.9K +476 +3%
BG
1332
Bollard Group
Massachusetts
$874K -$425K -7,005 -33%
SFM
1333
Signet Financial Management
New Jersey
$869K -$93.8K -1,544 -10%
CI
1334
Conning Inc
Connecticut
$868K – – –
PA
1335
Procyon Advisors
Connecticut
$867K +$72.6K +1,196 +9%
LPT
1336
Legacy Private Trust
Wisconsin
$861K -$638K -10,505 -43%
OP
1337
ORG Partners
Indiana
$860K +$589K +9,700 +217%
CT
1338
Columbia Trust
Oregon
$859K +$172K +2,839 +25%
IA
1339
IFG Advisory
Georgia
$859K -$68.2K -1,123 -7%
RWB
1340
RMR Wealth Builders
New Jersey
$859K +$18.1K +298 +2%
CGL
1341
Clarius Group LLC
Washington
$859K -$201K -3,314 -19%
LT
1342
Legacy Trust
Michigan
$856K -$4.8K -79 -0.6%
WSC
1343
Wellington Shields & Co
New York
$855K -$89.6K -1,475 -9%
VIP
1344
Vista Investment Partners
Oklahoma
$851K +$851K +14,016 New
TWM
1345
Trueblood Wealth Management
Ohio
$850K +$850K +13,995 New
HIC
1346
Hartline Investment Corp
Illinois
$850K -$295K -4,864 -26%
EB
1347
Exchange Bank
California
$848K -$4.31K -71 -0.5%
O
1348
Ossiam
France
$846K -$2.28M -37,506 -73%
SCI
1349
Stableford Capital II
Arizona
$844K -$17.4K -287 -2%
LWA
1350
Lantern Wealth Advisors
New York
$841K +$841K +13,850 New
52 53
54
55 56