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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 %
AMBIA
1476
Allen Mooney & Barnes Investment Advisors
Georgia
$683K +$23.2K +382 +4%
DC
1477
DeDora Capital
California
$683K +$24.9K +410 +4%
FUBT
1478
First United Bank & Trust
Maryland
$683K -$89.2K -1,468 -12%
PCM
1479
Pennsylvania Capital Management
Pennsylvania
$681K -$40.6K -668 -6%
AA
1480
Advisory Alpha
Michigan
$681K +$162K +2,661 +31%
TAM
1481
Titleist Asset Management
Texas
$680K +$680K +11,196 New
BEAM
1482
Baker Ellis Asset Management
Washington
$678K – – –
CWM
1483
Centurion Wealth Management
Virginia
$677K -$27K -445 -4%
BDA
1484
Borer Denton & Associates
Pennsylvania
$677K – – –
FRA
1485
Front Row Advisors
California
$675K -$273K -4,492 -29%
CI
1486
CX Institutional
Indiana
$674K +$547 +9 +0.1%
BFC
1487
Bedel Financial Consulting
Indiana
$672K -$21K -346 -3%
EFG
1488
Ethos Financial Group
Pennsylvania
$671K +$23K +378 +4%
PWC
1489
PYA Waltman Capital
Tennessee
$670K +$54.1K +890 +9%
WWP
1490
WR Wealth Planners
Missouri
$667K +$197K +3,244 +42%
MTIC
1491
Missouri Trust & Investment Company
Missouri
$667K -$34.9K -575 -5%
PL
1492
Perpetual Ltd
Australia
$662K -$279K -4,593 -30%
GHAM
1493
Gilman Hill Asset Management
Connecticut
$657K -$40.8K -672 -6%
MLL
1494
Moody Lynn & Lieberson
Massachusetts
$655K -$1.8M -29,715 -73%
FPIS
1495
Financial Planning & Information Services
Wisconsin
$655K – – –
BC
1496
Burney Company
Virginia
$655K -$24.2K -399 -4%
SFG
1497
Summit Financial Group
West Virginia
$655K -$17.3K -284 -3%
LFA
1498
Laraway Financial Advisors
Minnesota
$652K +$790 +13 +0.1%
CWA
1499
Consilium Wealth Advisory
Texas
$652K +$652K +10,732 New
FPGK
1500
Financial Partners Group (Kansas)
Kansas
$650K +$10.8K +177 +2%
58 59
60
61 62