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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 %
CPIA
1626
Cornell Pochily Investment Advisors
New York
$533K -$20.5K -337 -4%
PCMF
1627
Private Capital Management (Florida)
Florida
$533K +$30.1K +496 +6%
RCA
1628
Ranch Capital Advisors
Florida
$532K +$14.6K +241 +3%
CAI
1629
Capital Advisors Inc
Oklahoma
$531K -$24.3K -400 -4%
TWM
1630
Triton Wealth Management
Arizona
$529K – – –
KCFA
1631
Key Client Fiduciary Advisors
New Jersey
$529K -$44.4K -731 -8%
NL
1632
NWAM LLC
Washington
$529K -$47.5K -782 -8%
CC
1633
Callan Capital
California
$528K +$6.62K +109 +1%
MCM
1634
Manchester Capital Management
Vermont
$528K -$87K -1,433 -14%
AT
1635
Arden Trust
Delaware
$527K -$47.6K -783 -8%
SL
1636
SFM LLC
New Hampshire
$523K +$523K +8,606 New
CAM
1637
Costello Asset Management
Pennsylvania
$522K -$929K -15,291 -64%
IAS
1638
Investment Advisory Services
Texas
$522K +$2.73K +45 +0.5%
AFG
1639
ABLE Financial Group
Arizona
$521K -$445K -7,320 -46%
FWM
1640
FMA Wealth Management
Massachusetts
$520K +$520K +8,556 New
DI
1641
DFPG Investments
Utah
$519K +$4.46K +72 +0.9%
PWAM
1642
Pinnacle West Asset Management
Wyoming
$518K +$10K +165 +2%
MW
1643
Marcum Wealth
Ohio
$516K -$146K -2,399 -22%
DFG
1644
Delta Financial Group
New Jersey
$516K -$96.4K -1,587 -16%
OCG
1645
Opus Capital Group
Ohio
$516K +$26.1K +430 +5%
MFG
1646
Magnus Financial Group
New York
$516K -$19.2K -316 -4%
DAM
1647
Derbend Asset Management
Georgia
$516K +$59.9K +986 +13%
GPA
1648
Guerra Pan Advisors
New Jersey
$515K -$8.32K -137 -2%
RFS
1649
Richardson Financial Services
Massachusetts
$515K +$515K +8,476 New
KA
1650
Kovack Advisors
Florida
$514K -$91.5K -1,507 -15%
64 65
66
67 68