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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 %
GWANC
1551
Guardian Wealth Advisors (North Carolina)
North Carolina
$600K +$36.7K +604 +7%
CCFM
1552
Clear Creek Financial Management
Washington
$599K -$11.3K -186 -2%
BONH
1553
Bank of New Hampshire
New Hampshire
$599K -$85K -1,400 -12%
IC
1554
Inscription Capital
Texas
$593K +$5.1K +84 +0.9%
FCT
1555
First Community Trust
Iowa
$593K -$31.6K -520 -5%
SIMG
1556
Sonora Investment Management Group
Arizona
$591K +$78K +1,285 +15%
AC
1557
AlphaCore Capital
California
$591K -$257K -4,228 -30%
WEG
1558
World Equity Group
Illinois
$591K +$63.6K +1,047 +12%
PSB
1559
Piscataqua Savings Bank
New Hampshire
$591K – – –
CFO
1560
CVA Family Office
Colorado
$590K -$46.2K -760 -7%
DSC
1561
Duncker Streett & Co
Missouri
$589K -$115K -1,900 -16%
AAIS
1562
ABN AMRO Investment Solutions
$588K -$144K -2,377 -20%
BWP
1563
Balboa Wealth Partners
Arizona
$588K +$21.5K +354 +4%
PFA
1564
Pathway Financial Advisers
Indiana
$586K +$19.5K +321 +3%
ACM
1565
Academy Capital Management
Texas
$586K – – –
EGWAG
1566
Elwood & Goetz Wealth Advisory Group
Georgia
$586K +$71.9K +1,183 +14%
LF
1567
LifeSteps Financial
California
$585K – – –
NP
1568
Nilsine Partners
Colorado
$584K -$593K -9,763 -50%
AWM
1569
Accurate Wealth Management
Florida
$582K +$40.6K +668 +7%
CRWM
1570
Castle Rock Wealth Management
California
$580K +$96.8K +1,569 +20%
GM
1571
GeoWealth Management
Illinois
$580K +$217K +3,572 +60%
WTB
1572
Washington Trust Bank
Washington
$579K -$5.21M -85,786 -90%
EWA
1573
Exencial Wealth Advisors
Oklahoma
$578K +$144K +2,371 +33%
CFA
1574
CWS Financial Advisors
Michigan
$577K +$2.98K +49 +0.5%
BB
1575
Bell Bank
North Dakota
$576K -$18.5K -304 -3%
61 62
63
64 65