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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 %
ARMT
1401
Amica Retiree Medical Trust
Rhode Island
$711K +$198K +3,463 +39%
LSPW
1402
Lake Street Private Wealth
Illinois
$711K -$10.3K -180 -1%
CWM
1403
Castle Wealth Management
Florida
$709K +$45.9K +801 +7%
W
1404
Wealthquest
Ohio
$707K +$137K +2,400 +24%
BCMO
1405
Buckingham Capital Management (Ohio)
Ohio
$705K -$23.3K -407 -3%
WC
1406
Westhampton Capital
North Carolina
$704K +$25.8K +450 +4%
ITIM
1407
Indiana Trust & Investment Management
Indiana
$698K -$1.72K -30 -0.2%
CFSG
1408
Community Financial Services Group
Vermont
$697K +$697K +12,164 New
PP
1409
Patron Partners
Texas
$695K +$12.8K +224 +2%
GLA
1410
Good Life Advisors
Pennsylvania
$694K -$947K -16,524 -58%
PCP
1411
Proficio Capital Partners
Massachusetts
$694K -$20.2K -352 -3%
WDL
1412
Well Done LLC
Michigan
$694K -$745 -13 -0.1%
BPFA
1413
Barnes Pettey Financial Advisors
Mississippi
$692K – – –
IF
1414
Intrua Financial
Texas
$692K +$214K +3,729 +45%
AAIS
1415
ABN AMRO Investment Solutions
$691K -$38.7K -676 -5%
FCCM
1416
First City Capital Management
Georgia
$691K – – –
WIC
1417
Woodmont Investment Counsel
Tennessee
$690K -$4.13K -72 -0.6%
MFS
1418
Mirabella Financial Services
United Kingdom
$689K +$689K +12,031 New
GWM
1419
GSB Wealth Management
Connecticut
$689K -$8.31K -145 -1%
DA
1420
Detalus Advisors
Missouri
$688K +$1.49K +26 +0.2%
HVIA
1421
Hudson Valley Investment Advisors
New York
$688K -$46.9K -818 -6%
FIM
1422
Freedom Investment Management
Connecticut
$688K -$323K -5,640 -32%
NA
1423
Navellier & Associates
Nevada
$687K +$687K +12,000 New
PVH
1424
Psagot Value Holdings
Israel
$687K -$57.2K -1,000 -8%
HCM
1425
Hudson Capital Management
New Jersey
$686K +$27.3K +477 +4%
55 56
57
58 59