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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 %
BO
1401
Bank OZK
Arkansas
$762K -$31.8K -524 -4%
GWA
1402
GGM Wealth Advisors
Maryland
$762K +$196K +3,357 +35%
GL
1403
Graypoint LLC
New York
$761K +$268K +4,406 +54%
JFL
1404
Jarislowsky, Fraser Ltd
Quebec, Canada
$759K +$759K +12,498 New
CC
1405
Centiva Capital
New York
$757K +$293K +4,827 +63%
RDFA
1406
Ritter Daniher Financial Advisory
Ohio
$757K -$43.9K -722 -5%
QWP
1407
Quotient Wealth Partners
Texas
$756K +$756K +12,453 New
SP
1408
Successful Portfolios
Florida
$755K -$4.01K -66 -0.5%
CCM
1409
Carlson Capital Management
Minnesota
$754K +$326K +5,370 +76%
GFP
1410
Gryphon Financial Partners
Ohio
$754K +$250K +4,046 +50%
AHB
1411
Abner Herrman & Brock
New Jersey
$753K -$37.4K -616 -5%
PP
1412
Patron Partners
Texas
$753K +$15.4K +254 +2%
W
1413
Wealthquest
Ohio
$750K – – –
BCMO
1414
Buckingham Capital Management (Ohio)
Ohio
$750K +$1.82K +30 +0.2%
FC
1415
Forte Capital
New York
$748K -$37.1K -611 -5%
HCM
1416
Hilton Capital Management
New York
$745K -$81.7K -1,345 -10%
WA
1417
Wambolt & Associates
Colorado
$743K -$169K -2,778 -19%
GC
1418
Gratus Capital
Georgia
$738K -$33.3K -549 -4%
MHS
1419
M Holdings Securities
Oregon
$738K -$109K -1,799 -13%
GWCM
1420
Godshalk Welsh Capital Management
Pennsylvania
$738K +$74.1K +1,220 +11%
HAM
1421
Harmony Asset Management
Arizona
$737K +$737K +12,128 New
EWM
1422
Empirical Wealth Management
Washington
$736K +$20.1K +331 +3%
MMA
1423
Miracle Mile Advisors
California
$735K -$747K -12,302 -50%
GHA
1424
Granite Harbor Advisors
Texas
$734K +$17.4K +286 +2%
NA
1425
Navellier & Associates
Nevada
$733K +$4.31K +71 +0.6%
55 56
57
58 59