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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 %
LDB
1526
Lee, Danner & Bass
Tennessee
$624K +$39.2K +645 +7%
FAM
1527
Formidable Asset Management
Ohio
$624K +$132K +2,178 +27%
AIM
1528
AHL Investment Management
Florida
$624K +$23.7K +390 +4%
PHS
1529
Pekin Hardy Strauss
Illinois
$624K – – –
PNAA
1530
Pictet North America Advisors
Switzerland
$623K +$9.54K +157 +2%
MCWS
1531
McKinley Carter Wealth Services
West Virginia
$619K -$25.3K -416 -4%
JDR
1532
Jay D. Rosenbaum
$619K -$416K -6,845 -40%
TCM
1533
Tufton Capital Management
Maryland
$618K +$4.25K +70 +0.7%
WDL
1534
Well Done LLC
Michigan
$617K -$118K -1,947 -16%
TCM
1535
Tandem Capital Management
New Jersey
$617K +$403K +6,635 +188%
C
1536
Certuity
Florida
$617K +$212K +3,487 +52%
AFM
1537
Armstrong Fleming & Moore
District of Columbia
$615K – – –
LF
1538
Lantz Financial
Illinois
$614K +$64.6K +1,063 +12%
WCF
1539
West Coast Financial
California
$614K -$46.1K -759 -7%
GI
1540
GAMMA Investing
California
$613K +$613K +10,454 New
BWM
1541
Baystate Wealth Management
Massachusetts
$612K -$21.2K -349 -3%
AWM
1542
Avior Wealth Management
Nebraska
$610K -$25.1K -413 -4%
BMCM
1543
Burns Matteson Capital Management
New York
$610K -$3.4K -56 -0.6%
WIC
1544
Woodmont Investment Counsel
Tennessee
$609K -$123K -2,027 -17%
TC
1545
TownSquare Capital
Utah
$609K -$55.2K -908 -8%
SC
1546
Savoie Capital
Illinois
$607K – – –
PWPS
1547
Pinnacle Wealth Planning Services
Ohio
$606K +$299K +4,921 +97%
HCM
1548
Hollencrest Capital Management
California
$601K +$17K +280 +3%
SC
1549
Schulhoff & Co
Ohio
$601K – – –
FCA
1550
FLC Capital Advisors
California
$600K +$83.9K +1,382 +16%
60 61
62
63 64