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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 %
SAM
1451
Smartleaf Asset Management
Massachusetts
$707K +$707K +11,582 New
ECU
1452
Eisler Capital (UK)
United Kingdom
$706K -$154K -2,536 -18%
WA
1453
WBH Advisory
Maryland
$706K -$132K -2,174 -16%
MWM
1454
Modern Wealth Management
Kansas
$705K +$705K +11,609 New
PP
1455
PDS Planning
Ohio
$703K -$56.1K -924 -7%
AWA
1456
Alta Wealth Advisors
Massachusetts
$703K -$23.9K -393 -3%
TTWM
1457
TCV Trust & Wealth Management
Virginia
$700K -$65.7K -1,082 -9%
BFM
1458
Boothbay Fund Management
New York
$700K +$154K +2,540 +28%
FSA
1459
Franklin Street Advisors
North Carolina
$700K -$7.29K -120 -1%
PI
1460
PFG Investments
New York
$698K -$65.4K -1,076 -9%
MCC
1461
Money Concepts Capital
Florida
$697K +$17.9K +295 +3%
MCM
1462
Maple Capital Management
Vermont
$697K +$3.64K +60 +0.5%
OWA
1463
Outlook Wealth Advisors
Texas
$697K -$85.3K -1,405 -11%
ESB
1464
Essex Savings Bank
Connecticut
$696K +$158K +2,609 +29%
GC
1465
Grimes & Company
Massachusetts
$696K -$118K -1,949 -15%
TMWM
1466
Taylor & Morgan Wealth Management
Michigan
$695K -$31K -511 -4%
ZIG
1467
Zullo Investment Group
Pennsylvania
$693K -$19.1K -314 -3%
RFA
1468
RTD Financial Advisors
Pennsylvania
$692K – – –
HVIA
1469
Hudson Valley Investment Advisors
New York
$691K -$63.9K -1,015 -8%
WAL
1470
W Advisors LLC
Tennessee
$691K – – –
HIC
1471
Holderness Investments Company
North Carolina
$691K +$402K +6,617 +139%
PCA
1472
Prosperity Capital Advisors
Ohio
$690K +$9.66K +159 +1%
CP
1473
Castleview Partners
Texas
$690K +$302K +4,968 +78%
SG
1474
StoneX Group
New York
$689K +$689K +11,345 New
RC
1475
Roundview Capital
New Jersey
$686K +$418K +6,884 +156%
57 58
59
60 61