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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 %
CWM
1426
Castle Wealth Management
Florida
$733K -$19.3K -318 -3%
YDMI
1427
Y.D. More Investments
Israel
$732K -$296K -4,866 -29%
IIA
1428
IPG Investment Advisors
California
$731K +$136K +2,242 +23%
WF
1429
Wayfinding Financial
Washington
$731K +$11.9K +196 +2%
SC
1430
Sepio Capital
Utah
$731K -$1.05M -17,260 -59%
MA
1431
MONECO Advisors
Connecticut
$730K +$96.4K +1,587 +15%
LC
1432
Lavaca Capital
Texas
$729K +$210K +3,453 +40%
CHM
1433
Collaborative Holdings Management
New York
$729K +$729K +12,000 New
FCCM
1434
First City Capital Management
Georgia
$728K -$3.89K -64 -0.5%
ITIM
1435
Indiana Trust & Investment Management
Indiana
$727K -$13.1K -216 -2%
CPRC
1436
Consolidated Portfolio Review Corp
New York
$726K +$16.2K +266 +2%
MFG
1437
MidWestOne Financial Group
Iowa
$726K +$33K +543 +5%
HFS
1438
Heritage Financial Services
Massachusetts
$723K +$6.56K +108 +0.9%
NBT
1439
Northwest Bank & Trust
Iowa
$721K +$721K +11,866 New
BL
1440
Balentine LLC
Georgia
$720K +$318K +5,237 +79%
ECM
1441
Exchange Capital Management
Michigan
$720K -$7.53K -124 -1%
OPOWM
1442
One Plus One Wealth Management
Florida
$718K -$80.8K -1,331 -10%
AIA
1443
Armor Investment Advisors
North Carolina
$717K +$113K +1,858 +19%
WAAG
1444
Wealth Alliance Advisory Group
Kansas
$713K +$173K +2,843 +32%
DA
1445
Detalus Advisors
Missouri
$712K -$18.2K -299 -2%
FIM
1446
Freedom Investment Management
Connecticut
$711K -$17.8K -293 -2%
ECM
1447
EagleClaw Capital Management
Massachusetts
$711K – – –
KWM
1448
KFG Wealth Management
Indiana
$710K – – –
WIA
1449
World Investment Advisors
California
$709K +$462K +7,614 +188%
TCM
1450
Telos Capital Management
California
$708K +$3.77K +62 +0.5%
56 57
58
59 60