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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 %
AFG
1501
AFS Financial Group
Maryland
$648K -$717K -11,811 -53%
SAM
1502
S.A. Mason
Michigan
$648K -$15.8K -260 -2%
PCP
1503
Proficio Capital Partners
Massachusetts
$648K -$88K -1,448 -12%
RWPA
1504
Richard W. Paul & Associates
Michigan
$647K +$44.7K +736 +7%
FCAS
1505
First Command Advisory Services
Texas
$646K -$29.5K -486 -4%
SIM
1506
Sentry Investment Management
Wisconsin
$645K -$69.3K -1,140 -10%
FI
1507
Fosun International
China
$642K +$207K +3,412 +48%
AWAG
1508
ARS Wealth Advisors Group
Florida
$639K +$3.58K +59 +0.6%
HT
1509
Headlands Technologies
Illinois
$639K -$275K -4,527 -30%
ACP
1510
Aviance Capital Partners
Florida
$638K – – –
CIC
1511
Chilton Investment Company
Connecticut
$637K +$48.6K +800 +8%
AFG
1512
Atomi Financial Group
New York
$635K +$228K +3,752 +56%
AP
1513
Atwood & Palmer
Missouri
$634K -$13.9K -229 -2%
SAA
1514
Southeast Asset Advisors
Georgia
$634K – – –
NW
1515
Naviter Wealth
Arkansas
$633K -$76.3K -1,256 -11%
CAM
1516
CPA Asset Management
Florida
$633K +$29.1K +479 +5%
BWP
1517
Barlow Wealth Partners
Kentucky
$633K +$633K +10,420 New
WC
1518
Westhampton Capital
North Carolina
$632K -$114K -1,882 -15%
1WM
1519
1858 Wealth Management
Ohio
$632K +$632K +10,407 New
OTL
1520
Oak Thistle LLC
New York
$630K -$479K -7,885 -43%
LAS
1521
LWM Advisory Services
Florida
$627K -$327K -5,377 -34%
WMA
1522
West Michigan Advisors
Michigan
$626K -$35.2K -580 -5%
MAM
1523
Morse Asset Management
Connecticut
$626K -$56.2K -925 -8%
CPSC
1524
Carl P. Sherr & Co
Massachusetts
$626K -$29.2K -480 -4%
BMC
1525
Benin Management Corp
Connecticut
$625K – – –
59 60
61
62 63