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NextEra Energy, Inc.

2,295 hedge funds and large institutions have $92.8B invested in NextEra Energy, Inc. in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,017 increasing their positions, 898 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-103
Holders Change %
-4.3%
% of All Funds
36.59%
Holding in Top 10
29
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50.85%
% of All Funds
0.46%
New
146
Increased
1,017
Reduced
898
Closed
220
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
KCFA
1576
Key Client Fiduciary Advisors
New Jersey
$541K +$26.4K +460 +5%
LCM
1577
Legato Capital Management
California
$540K -$248K -4,322 -31%
GD
1578
Grandfield & Dodd
New York
$537K -$5.16K -90 -1%
FWM
1579
Focused Wealth Management
New York
$536K +$9.85K +172 +2%
PFA
1580
Pathway Financial Advisers
Indiana
$535K +$535K +9,328 New
PIA
1581
Powell Investment Advisors
Florida
$535K
BWP
1582
Balboa Wealth Partners
Arizona
$534K +$335K +5,849 +168%
UBV
1583
United Bank (Virginia)
Virginia
$532K -$7.28K -127 -1%
TCB
1584
Texas Capital Bancshares
Texas
$532K +$1.95K +34 +0.4%
VWA
1585
V Wealth Advisors
Kansas
$532K -$935K -16,315 -64%
GWANC
1586
Guardian Wealth Advisors (North Carolina)
North Carolina
$531K +$43.4K +757 +9%
SC
1587
Syon Capital
California
$531K +$531K +9,268 New
TCM
1588
Traynor Capital Management
Pennsylvania
$526K -$109K -1,905 -17%
CCC
1589
Chelsea Counsel Company
California
$525K -$57.3K -1,000 -10%
CP
1590
Covenant Partners
Tennessee
$525K -$162K -2,826 -24%
OHWA
1591
Oak Hill Wealth Advisors
Virginia
$525K +$5.33K +93 +1%
CAI
1592
Capital Advisors Inc
Oklahoma
$524K +$19.2K +335 +4%
HCM
1593
HMS Capital Management
Tennessee
$524K -$15.8K -275 -3%
CWM
1594
Campbell Wealth Management
Virginia
$523K +$16.9K +295 +3%
CPIA
1595
Cornell Pochily Investment Advisors
New York
$522K +$229 +4 +0%
KFGK
1596
Keystone Financial Group (Kentucky)
Kentucky
$521K +$134K +2,335 +35%
CFP
1597
Catalyst Financial Partners
Massachusetts
$520K +$49.6K +866 +11%
CII
1598
Capital International Inc
California
$519K -$109K -1,910 -17%
WSCM
1599
Wellington Shields Capital Management
New York
$519K -$10.5K -184 -2%
ABLA
1600
Alan B. Lancz & Associates
Ohio
$519K