NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

2,458 hedge funds and large institutions have $130B invested in NextEra Energy, Inc. in 2022 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 1,024 increasing their positions, 851 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,458
Holders Change
+128
Holders Change %
+5.49%
% of All Funds
39.66%
Holding in Top 10
106
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.64%
% of All Funds
1.71%
New
274
Increased
1,024
Reduced
851
Closed
95
Calls
$1.48B
Puts
$1.57B
Net Calls
-$87.2M
Net Calls Change
-$207M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$652M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$501M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$290M
4
BlackRock
BlackRock
New York
+$275M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$263M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$562M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$462M
3
SP
Sarasin & Partners
United Kingdom
-$325M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$298M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1501
LCNB Corp
Ohio
$776K +$20.1K +240 +3%
CPWA
1502
Cerro Pacific Wealth Advisors
California
$776K +$669 +8 +0.1%
BONST
1503
Bank of Nova Scotia Trust
Ontario, Canada
$775K -$18.3K -219 -2%
GL
1504
Graypoint LLC
New York
$775K -$91.5K -1,094 -11%
EWM
1505
Elmwood Wealth Management
California
$775K -$9.03K -108 -1%
GFP
1506
Gryphon Financial Partners
Ohio
$774K +$24.1K +288 +3%
TCB
1507
Texas Capital Bancshares
Texas
$774K – – –
TIMH
1508
Tilt Investment Management Holdings
New York
$773K +$773K +9,244 New
WP
1509
WealthSource Partners
California
$770K -$30.6K -366 -4%
ACM
1510
Aljian Capital Management
Nevada
$769K -$50.2K -600 -6%
PWPS
1511
Pinnacle Wealth Planning Services
Ohio
$767K -$73K -873 -9%
PFA
1512
Pathway Financial Advisers
Indiana
$766K +$766K +9,167 New
CP
1513
Covenant Partners
Tennessee
$766K – – –
FWM
1514
Focused Wealth Management
New York
$766K +$2.84K +34 +0.4%
ABLA
1515
Alan B. Lancz & Associates
Ohio
$766K – – –
AWAG
1516
ARS Wealth Advisors Group
Florida
$766K -$22.7K -271 -3%
EFL
1517
ERn Financial LLC
Wisconsin
$765K +$72.4K +866 +10%
OCG
1518
Opus Capital Group
Ohio
$765K -$45.4K -543 -6%
GWANC
1519
Guardian Wealth Advisors (North Carolina)
North Carolina
$765K -$19K -227 -2%
HC
1520
Hamilton Capital
Ohio
$764K +$345K +4,126 +82%
IDBONY
1521
Israel Discount Bank of New York
New York
$762K +$15.5K +186 +2%
LDB
1522
Lee, Danner & Bass
Tennessee
$761K -$12.1K -145 -2%
MCM
1523
McMillion Capital Management
North Carolina
$761K – – –
FMTC
1524
Farmers & Merchants Trust Company
California
$759K – – –
DACS
1525
Dymon Asia Capital (Singapore)
Singapore
$759K -$364K -4,355 -32%
59 60
61
62 63