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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 %
ECM
1426
Exchange Capital Management
Michigan
$686K – – –
AWA
1427
Alta Wealth Advisors
Massachusetts
$685K -$24.3K -425 -3%
TMWM
1428
Taylor & Morgan Wealth Management
Michigan
$685K -$35.7K -624 -5%
NAM
1429
NTV Asset Management
West Virginia
$685K -$91.6K -1,599 -12%
LIM
1430
Longfellow Investment Management
Massachusetts
$681K +$681K +11,888 New
PCM
1431
Pennsylvania Capital Management
Pennsylvania
$681K +$4.07K +71 +0.6%
CB
1432
Cadence Bank
Mississippi
$678K +$80.6K +1,407 +13%
WWA
1433
WCG Wealth Advisors
Nevada
$678K +$678K +11,835 New
AB
1434
Atlas Brown
Kentucky
$676K +$8.65K +151 +1%
GHA
1435
Granite Harbor Advisors
Texas
$675K +$32K +558 +5%
HFS
1436
Heritage Financial Services
Massachusetts
$675K -$20.1K -350 -3%
EWM
1437
Empirical Wealth Management
Washington
$675K -$26.6K -465 -4%
SIM
1438
Sentry Investment Management
Wisconsin
$673K -$129K -2,260 -16%
ZIG
1439
Zullo Investment Group
Pennsylvania
$671K -$401 -7 -0.1%
ECM
1440
EagleClaw Capital Management
Massachusetts
$670K – – –
KWM
1441
KFG Wealth Management
Indiana
$670K – – –
NW
1442
Naviter Wealth
Arkansas
$669K +$12.1K +211 +2%
CPRC
1443
Consolidated Portfolio Review Corp
New York
$669K +$49.2K +859 +8%
LC
1444
Lindbrook Capital
California
$668K -$344 -6 -0.1%
FSA
1445
Franklin Street Advisors
North Carolina
$667K +$38.9K +680 +6%
GAG
1446
GM Advisory Group
New York
$667K +$165K +2,885 +33%
WC
1447
Wexford Capital
Florida
$666K -$1.63M -28,528 -71%
CA
1448
Carson Advisory
Georgia
$664K +$24.8K +433 +4%
CWM
1449
Centurion Wealth Management
Virginia
$664K +$687 +12 +0.1%
CASB
1450
Cape Ann Savings Bank
Massachusetts
$664K +$664K +11,594 New
56 57
58
59 60