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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 %
TDWM
1651
Topel & Distasi Wealth Management
California
$604K – – –
WP
1652
WMS Partners
Maryland
$604K – – –
AFP
1653
Alpha Financial Partners
Kentucky
$603K +$603K +7,218 New
WP
1654
WealthPLAN Partners
Nebraska
$603K +$603K +7,929 New
RC
1655
RBO & Co
California
$602K – – –
KC
1656
Kades & Cheifetz
Pennsylvania
$601K +$601K +7,192 New
UWPG
1657
Ullmann Wealth Partners Group
Florida
$601K +$167 +2 +0%
SBF
1658
Sara-Bay Financial
Florida
$601K -$35.8K -429 -6%
PFGIA
1659
Patriot Financial Group Insurance Agency
Massachusetts
$601K +$106K +1,266 +21%
WIM
1660
WealthPlan Investment Management
Nebraska
$600K +$199K +2,632 +50%
VC
1661
Veracity Capital
Georgia
$599K +$53K +634 +10%
FI
1662
Financial Insights
Washington
$593K +$188K +2,249 +46%
FSC
1663
Full Sail Capital
Oklahoma
$590K +$350K +4,190 +146%
HI
1664
Hoey Investments
Pennsylvania
$588K -$82.3K -984 -12%
WP
1665
Westmount Partners
California
$587K +$587K +7,022 New
ACM
1666
Armbruster Capital Management
New York
$587K -$1.67K -20 -0.3%
CC
1667
Corton Capital
Ontario, Canada
$586K +$586K +7,008 New
FCFC
1668
First Commonwealth Financial Corp
Pennsylvania
$585K -$7.11K -85 -1%
MCCA
1669
Mill Creek Capital Advisors
Pennsylvania
$585K +$585K +6,995 New
OIS
1670
Okabena Investment Services
Minnesota
$584K -$448K -5,362 -43%
GAA
1671
Global Assets Advisory
Florida
$582K +$9.95K +119 +2%
SSWM
1672
Strait & Sound Wealth Management
California
$581K +$581K +6,781 New
AAG
1673
Armstrong Advisory Group
Massachusetts
$579K +$579K +6,931 New
GCWM
1674
Graham Capital Wealth Management
District of Columbia
$571K -$5.43K -65 -0.9%
CCFM
1675
Clear Creek Financial Management
Washington
$569K -$1.67K -20 -0.3%
65 66
67
68 69