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NextEra Energy, Inc.

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
Name Holding Trade Value Shares
Change
Shares
Change %
RC
1426
Roundview Capital
New Jersey
$815K +$52.1K +676 +7%
XWM
1427
Xcel Wealth Management
Florida
$815K -$47.6K -617 -6%
CB
1428
Cadence Bank
Mississippi
$815K +$65.1K +845 +9%
BTWM
1429
Baker Tilly Wealth Management
Wisconsin
$814K +$16.3K +212 +2%
FPGK
1430
Financial Partners Group (Kansas)
Kansas
$812K -$6.48K -84 -0.8%
SWS
1431
SYSTM Wealth Solutions
Illinois
$811K -$100K -1,299 -11%
CT
1432
Columbia Trust
Oregon
$810K +$4.63K +60 +0.6%
CWP
1433
Capital Wealth Planning
Florida
$808K -$3.16K -41 -0.4%
EW
1434
Evoke Wealth
California
$807K +$16.2K +210 +2%
PAM
1435
Peak Asset Management
Colorado
$806K +$79.6K +1,033 +11%
AFG
1436
ABLE Financial Group
Arizona
$806K +$806K +10,452 New
AWAG
1437
ARS Wealth Advisors Group
Florida
$805K +$99.3K +1,288 +14%
PFG
1438
PAX Financial Group
Texas
$804K +$7.32K +95 +0.9%
APA
1439
Astoria Portfolio Advisors
New York
$804K +$333K +4,313 +71%
SAA
1440
Southeast Asset Advisors
Georgia
$803K +$1.23K +16 +0.2%
MLA
1441
MB, Levis & Associates
Pennsylvania
$803K +$3.01K +39 +0.4%
FFN
1442
Focus Financial Network
Minnesota
$802K -$41.2K -535 -5%
CIAS
1443
CFS Investment Advisory Services
New Jersey
$801K -$40.8K -529 -5%
IWM
1444
Integris Wealth Management
California
$799K +$1.77K +23 +0.2%
TIMH
1445
Tilt Investment Management Holdings
New York
$799K +$101K +1,345 +15%
IAA
1446
Ironsides Asset Advisors
North Carolina
$799K
NP
1447
NorthRock Partners
Minnesota
$797K -$154K -1,994 -16%
CP
1448
Covenant Partners
Tennessee
$797K +$90.4K +1,173 +13%
BWM
1449
Baystate Wealth Management
Massachusetts
$797K +$5.09K +66 +0.6%
MCWS
1450
McKinley Carter Wealth Services
West Virginia
$793K -$4.39K -57 -0.6%