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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 %
LWAM
1651
Legacy Wealth Asset Management
Minnesota
$512K -$5.47K -90 -1%
FMTC
1652
Farmers & Merchants Trust Company
California
$511K -$24.9K -410 -5%
FFS
1653
Founders Financial Securities
Maryland
$511K +$181K +2,974 +55%
TIMH
1654
Tilt Investment Management Holdings
New York
$510K -$133K -2,186 -21%
APC
1655
Aspire Private Capital
North Carolina
$510K +$126K +2,073 +33%
LSPW
1656
Lake Street Private Wealth
Illinois
$510K -$247K -4,059 -33%
WI
1657
WrapManager Inc
California
$508K -$10.3K -169 -2%
PMFA
1658
Plante Moran Financial Advisors
Michigan
$508K -$28.2K -464 -5%
ICM
1659
Intrepid Capital Management
Florida
$508K +$18.9K +311 +4%
SGWM
1660
Sterling Group Wealth Management
California
$507K -$4.25K -70 -0.8%
LFA
1661
Legacy Financial Advisors
Kentucky
$506K +$66.1K +1,088 +15%
CWM
1662
Campbell Wealth Management
Virginia
$506K -$48.3K -796 -9%
SCM
1663
Steele Capital Management
Iowa
$506K +$506K +8,325 New
FG
1664
Fiduciary Group
Georgia
$504K -$141K -2,324 -22%
Members Trust
1665
Members Trust
Florida
$502K +$15.3K +250 +3%
ICG
1666
InterOcean Capital Group
Tennessee
$501K +$17.9K +294 +4%
PSP
1667
Principal Street Partners
Tennessee
$500K +$26.2K +432 +6%
CWM
1668
Curi Wealth Management
North Carolina
$500K -$3.95K -65 -0.8%
IIA
1669
Integral Investment Advisors
California
$498K -$30.4K -500 -6%
HFS
1670
Hoge Financial Services
Pennsylvania
$492K +$492K +8,105 New
CCT
1671
Chemung Canal Trust
New York
$492K -$20.6K -339 -4%
VAG
1672
VisionPoint Advisory Group
Texas
$491K +$341K +5,622 +228%
EA
1673
Emerald Advisors
Washington
$491K – – –
IDBONY
1674
Israel Discount Bank of New York
New York
$490K -$13.8K -228 -3%
WSCM
1675
Wellington Shields Capital Management
New York
$490K -$60.7K -1,000 -11%
65 66
67
68 69