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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,640 hedge funds and large institutions have $135B invested in NextEra Energy, Inc. in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 1,086 increasing their positions, 1,003 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,640
Holders Change
+121
Holders Change %
+4.8%
% of All Funds
38.18%
Holding in Top 10
75
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+36.36%
% of All Funds
1.08%
New
253
Increased
1,086
Reduced
1,003
Closed
96
Calls
$2.61B
Puts
$2.48B
Net Calls
+$135M
Net Calls Change
-$644M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$338M
2
BlackRock
BlackRock
New York
+$334M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$251M
4
State Street
State Street
Massachusetts
+$235M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$195M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$191M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$165M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
1601
Knollwood Investment Advisory
Maryland
$835K – – –
PWPS
1602
Pinnacle Wealth Planning Services
Ohio
$834K -$13.9K -164 -2%
MBTD
1603
Mechanics Bank - Trust Department
California
$834K -$16.9K -200 -2%
GD
1604
Grandfield & Dodd
New York
$829K +$43.1K +510 +5%
TF
1605
Tompkins Financial
New York
$826K +$46.4K +549 +6%
IWM
1606
Integris Wealth Management
California
$826K +$25.4K +300 +3%
HVIA
1607
Hudson Valley Investment Advisors
New York
$825K -$104K -1,231 -11%
CG
1608
Clifford Group
Massachusetts
$822K -$30.8K -364 -4%
TCM
1609
Tufton Capital Management
Maryland
$821K -$29.6K -350 -3%
SAI
1610
Savvy Advisors Inc
New York
$821K -$18.8K -222 -2%
APC
1611
Aspire Private Capital
North Carolina
$816K +$16.4K +194 +2%
ACM
1612
Academy Capital Management
Texas
$816K – – –
LWAM
1613
Legacy Wealth Asset Management
Minnesota
$814K -$85 -1 -0%
AP
1614
Atwood & Palmer
Missouri
$813K – – –
GA
1615
GoalVest Advisory
New York
$813K -$39K -461 -5%
BB
1616
Bell Bank
North Dakota
$812K +$16K +189 +2%
AL
1617
Aspiriant LLC
California
$809K +$145K +1,714 +22%
CAM
1618
Close Asset Management
United Kingdom
$807K +$26.8K +317 +3%
BOPW
1619
Brandywine Oak Private Wealth
Pennsylvania
$807K -$85 -1 -0%
SFG
1620
Sovereign Financial Group
Connecticut
$806K -$2.71K -32 -0.3%
LF
1621
LifeSteps Financial
California
$803K – – –
GCA
1622
Guardian Capital Advisors
Ontario, Canada
$802K +$298K +3,500 +59%
DFG
1623
Delta Financial Group
New Jersey
$798K +$24.1K +285 +3%
MFG
1624
Magnus Financial Group
New York
$795K +$70.7K +836 +10%
ADL
1625
Asset Dedication LLC
California
$795K -$555K -6,561 -41%
63 64
65
66 67