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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 %
BDA
1601
Borer Denton & Associates
Pennsylvania
$661K – – –
PIM
1602
Perpetual Investment Management
Australia
$661K – – –
CC
1603
Callan Capital
California
$660K +$420K +5,018 +174%
WP
1604
WealthSpring Partners
California
$660K +$169K +2,020 +34%
RB
1605
Rodgers Brothers
Pennsylvania
$660K -$839K -10,032 -56%
SCA
1606
Stonebridge Capital Advisors
Minnesota
$660K +$22K +263 +3%
MIM
1607
Merrion Investment Management
New Jersey
$659K – – –
EWA
1608
Exencial Wealth Advisors
Oklahoma
$659K +$93.5K +1,118 +17%
FH
1609
FWG Holdings
Florida
$658K -$44.2K -529 -6%
CPIA
1610
Cornell Pochily Investment Advisors
New York
$658K -$13.1K -157 -2%
KP
1611
Keel Point
Alabama
$656K +$183K +2,193 +39%
SFG
1612
StrategIQ Financial Group
Indiana
$655K +$5.02K +60 +0.8%
TLA
1613
Tanglewood Legacy Advisors
Texas
$652K +$652K +7,800 New
LFA
1614
Level Financial Advisors
New York
$652K – – –
SSA
1615
Schonfeld Strategic Advisors
New York
$652K -$40.2M -481,229 -98%
JDR
1616
Jay D. Rosenbaum
$651K -$112K -1,337 -15%
CCA
1617
Childress Capital Advisors
Texas
$647K +$21.2K +253 +3%
NAG
1618
Northstar Advisory Group
New Jersey
$647K +$1.42K +17 +0.2%
BCM
1619
Boltwood Capital Management
California
$646K +$7.11K +85 +1%
PWP
1620
Phillips Wealth Planners
Mississippi
$646K +$646K +8,544 New
TF
1621
Tompkins Financial
New York
$646K -$46.8K -559 -7%
AIS
1622
American Investment Services
Massachusetts
$644K – – –
TTWM
1623
TCV Trust & Wealth Management
Virginia
$644K +$12.9K +154 +2%
VV
1624
Verity & Verity
South Carolina
$643K +$643K +7,687 New
MSR
1625
Main Street Research
Connecticut
$637K -$232K -2,774 -27%
63 64
65
66 67