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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,392 hedge funds and large institutions have $123B invested in NextEra Energy, Inc. in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,035 increasing their positions, 912 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,392
Holders Change
-66
Holders Change %
-2.69%
% of All Funds
38.28%
Holding in Top 10
91
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.15%
% of All Funds
1.46%
New
142
Increased
1,035
Reduced
912
Closed
159
Calls
$1.22B
Puts
$1.12B
Net Calls
+$94.9M
Net Calls Change
+$182M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1B
2
EWA
EP Wealth Advisors
California
+$319M
3
SP
Sarasin & Partners
United Kingdom
+$315M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$298M
5
ClearBridge Investments
ClearBridge Investments
New York
+$242M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.58B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$553M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$416M
4
State Street
State Street
Massachusetts
-$362M
5
DZ Bank
DZ Bank
Germany
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAA
1676
Global Assets Advisory
Florida
$526K -$19.2K -245 -4%
ECU
1677
Eisler Capital (US)
New York
$524K +$524K +6,800 New
SAF
1678
Smith Anglin Financial
Texas
$520K +$14.3K +185 +3%
CT
1679
Colonial Trust
South Carolina
$520K +$63.4K +822 +14%
TAM
1680
Trillium Asset Management
Massachusetts
$519K +$8.05K +105 +2%
CCFM
1681
Clear Creek Financial Management
Washington
$519K -$6.01K -78 -1%
FIM
1682
Fruth Investment Management
Texas
$515K – – –
SL
1683
Salomon & Ludwin
Virginia
$515K -$4.63K -60 -0.9%
DL
1684
DOHJ LLC
Washington
$514K -$170K -2,202 -25%
KWM
1685
Kolinsky Wealth Management
New Jersey
$514K +$10.7K +139 +2%
PAS
1686
Professional Advisory Services
Florida
$511K – – –
FWA
1687
FSM Wealth Advisors
Ohio
$511K +$203K +2,638 +66%
WI
1688
Wedgewood Investors
Pennsylvania
$510K – – –
SIC
1689
Samalin Investment Counsel
New York
$509K +$32.5K +421 +7%
IGWM
1690
ICA Group Wealth Management
Colorado
$508K +$11.1K +144 +2%
ES
1691
Eagle Strategies
New York
$506K +$11.3K +147 +2%
KA
1692
Kozak & Associates
Colorado
$506K -$6.24K -81 -1%
OTPPB
1693
Ontario Teachers' Pension Plan Board
Ontario, Canada
$506K +$506K +6,559 New
RPSA
1694
Richard P. Slaughter Associates
Texas
$505K +$2.47K +32 +0.5%
KLCM
1695
KG&L Capital Management
Louisiana
$501K +$501K +6,499 New
AMBIA
1696
Allen Mooney & Barnes Investment Advisors
Georgia
$501K -$385 -5 -0.1%
SBF
1697
Sara-Bay Financial
Florida
$500K -$54.2K -703 -10%
AR
1698
Advisory Research
Illinois
$500K – – –
ACM
1699
Argyle Capital Management
Pennsylvania
$499K – – –
MWPCG
1700
Measured Wealth Private Client Group
New Hampshire
$495K -$10.6K -138 -2%
66 67
68
69 70