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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 %
WP
1651
WealthSpring Partners
California
$480K +$1.72K +30 +0.4%
PWAM
1652
Pinnacle West Asset Management
Wyoming
$479K +$13.8K +240 +3%
HIS
1653
Horizon Investment Services
Indiana
$478K -$35.9K -626 -7%
PWP
1654
Phillips Wealth Planners
Mississippi
$477K +$2.46K +47 +0.5%
IDBONY
1655
Israel Discount Bank of New York
New York
$475K -$5.27K -92 -1%
CWM
1656
Curi Wealth Management
North Carolina
$475K -$12K -209 -2%
PCMF
1657
Private Capital Management (Florida)
Florida
$474K – – –
BWM
1658
Baron Wealth Management
Michigan
$474K -$1.95K -34 -0.4%
XT
1659
XTX Topco
Cayman Islands
$474K -$142K -2,474 -23%
HCA
1660
Heck Capital Advisors
Wisconsin
$472K -$5.1K -89 -1%
LMKC
1661
L.M. Kohn & Company
Ohio
$469K -$35.4K -618 -7%
GFP
1662
Gryphon Financial Partners
Ohio
$466K -$14.7K -256 -3%
GL
1663
Graypoint LLC
New York
$465K -$32.1K -561 -6%
FAM
1664
Formidable Asset Management
Ohio
$464K – – –
LRPA
1665
L. Roy Papp & Associates
Arizona
$463K -$216K -3,775 -32%
EA
1666
Emerald Advisors
Washington
$463K +$463K +8,079 New
OCG
1667
Opus Capital Group
Ohio
$462K -$43.4K -758 -9%
ICM
1668
Intrepid Capital Management
Florida
$461K +$859 +15 +0.2%
NCMW
1669
Northern Capital Management (Washington)
Washington
$460K – – –
BT
1670
Brandywine Trust
Delaware
$458K – – –
AGM
1671
Alpine Global Management
New York
$458K +$458K +8,000 New
HWA
1672
Heartwood Wealth Advisors
Virginia
$457K +$17.2K +301 +4%
ICG
1673
InterOcean Capital Group
Tennessee
$456K -$46.5K -811 -9%
Members Trust
1674
Members Trust
Florida
$455K +$5.65K +99 +1%
DI
1675
DFPG Investments
Utah
$454K -$115K -2,098 -20%
65 66
67
68 69