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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 %
CTB
1601
Country Trust Bank
Illinois
$552K +$525K +8,651 +1,962%
SWP
1602
Semus Wealth Partners
Florida
$552K +$8.26K +136 +2%
BFA
1603
Bragg Financial Advisors
North Carolina
$552K -$132K -2,176 -19%
MBTD
1604
Mechanics Bank - Trust Department
California
$552K -$56.6K -932 -9%
KP
1605
Keel Point
Alabama
$551K +$9.05K +149 +2%
ABLA
1606
Alan B. Lancz & Associates
Ohio
$550K – – –
BFIM
1607
Beese Fulmer Investment Management
Ohio
$547K -$43K -708 -7%
FFO
1608
Fiduciary Family Office
Florida
$547K +$547K +9,003 New
HEIP
1609
Hudson Edge Investment Partners
New Jersey
$547K -$303K -4,985 -36%
KFGK
1610
Keystone Financial Group (Kentucky)
Kentucky
$546K -$5.65K -93 -1%
AFG
1611
Albion Financial Group
Utah
$546K +$486 +8 +0.1%
GFS
1612
GYL Financial Synergies
Connecticut
$544K -$396K -6,513 -42%
PA
1613
Prossimo Advisors
California
$542K +$81.1K +1,336 +18%
LC
1614
LCNB Corp
Ohio
$541K +$10.8K +178 +2%
HB
1615
HTLF Bank
Colorado
$541K +$541K +8,903 New
FAG
1616
Fortitude Advisory Group
Washington
$540K +$241K +3,964 +80%
FPF
1617
First Pacific Financial
Washington
$540K +$10.8K +177 +2%
9WM
1618
9258 Wealth Management
Ohio
$539K +$6.38K +105 +1%
LC
1619
Lindbrook Capital
California
$538K -$170K -2,796 -24%
PTCG
1620
Pring Turner Capital Group
California
$538K -$8.5K -140 -2%
GQG Partners
1621
GQG Partners
Florida
$535K +$535K +8,811 New
CG
1622
Clifford Group
Massachusetts
$535K +$78.7K +1,296 +17%
SFG
1623
Sovereign Financial Group
Connecticut
$535K +$21K +346 +4%
Kovitz Investment Group Partners
1624
Kovitz Investment Group Partners
Illinois
$534K -$69.9K -1,151 -12%
PIA
1625
Pinion Investment Advisors
Kansas
$534K +$53.3K +877 +11%
63 64
65
66 67