NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$559M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$432M
3
Goldman Sachs
Goldman Sachs
New York
+$316M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$231M
5
Franklin Resources
Franklin Resources
California
+$228M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$468M
2
AIM
Alphinity Investment Management
Australia
-$361M
3
DZ Bank
DZ Bank
Germany
-$181M
4
Artisan Partners
Artisan Partners
Wisconsin
-$121M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
1626
First Pacific Financial
Washington
$499K +$4.13K +72 +0.8%
WEG
1627
World Equity Group
Illinois
$499K -$16.4K -285 -3%
IIA
1628
Integral Investment Advisors
California
$498K +$3.44K +60 +0.7%
AFP
1629
Alpha Financial Partners
Kentucky
$495K +$66.5K +1,161 +16%
GPA
1630
Guerra Pan Advisors
New Jersey
$494K -$5.67K -99 -1%
CC
1631
Callan Capital
California
$492K +$28.6K +500 +6%
IAS
1632
Investment Advisory Services
Texas
$490K +$7.96K +139 +2%
LC
1633
Lavaca Capital
Texas
$490K – – –
AA
1634
Advisory Alpha
Michigan
$489K – – –
WI
1635
WrapManager Inc
California
$489K +$70.7K +1,234 +17%
QC
1636
Quaero Capital
Switzerland
$489K -$394K -6,870 -45%
EWM
1637
Elmwood Wealth Management
California
$488K +$1.43K +25 +0.3%
LWAM
1638
Legacy Wealth Asset Management
Minnesota
$488K +$2.29K +40 +0.5%
CYG
1639
Clean Yield Group
Vermont
$488K +$16.1K +300 +3%
RCA
1640
Ranch Capital Advisors
Florida
$488K +$13.9K +243 +3%
FIA
1641
Foundations Investment Advisors
Arizona
$487K +$27.1K +473 +6%
FCA
1642
FLC Capital Advisors
California
$487K – – –
WP
1643
WealthSource Partners
California
$486K -$7.22K -126 -1%
EGWAG
1644
Elwood & Goetz Wealth Advisory Group
Georgia
$485K +$226K +3,943 +87%
SFG
1645
Sovereign Financial Group
Connecticut
$485K -$18.8K -328 -4%
SIMG
1646
Sonora Investment Management Group
Arizona
$484K +$119K +2,084 +33%
CCT
1647
Chemung Canal Trust
New York
$484K -$2.87K -50 -0.6%
AWM
1648
Accurate Wealth Management
Florida
$483K -$5.37K -99 -1%
SGWM
1649
Sterling Group Wealth Management
California
$482K -$4.41K -77 -0.9%
LIG
1650
Lokken Investment Group
Delaware
$480K +$81.5K +1,423 +20%
64 65
66
67 68