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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 %
MCCA
1701
Mill Creek Capital Advisors
Pennsylvania
$431K -$24.3K -425 -5%
CG
1702
Clifford Group
Massachusetts
$430K -$7.79K -136 -2%
FWA
1703
FSM Wealth Advisors
Ohio
$430K -$14.4K -251 -3%
CMANY
1704
Capital Management Associates (New York)
New York
$430K +$430K +7,500 New
DAM
1705
Derbend Asset Management
Georgia
$430K -$70.7K -1,234 -14%
ACM
1706
Advance Capital Management
Michigan
$430K +$3.78K +66 +0.9%
WP
1707
Westmount Partners
California
$429K +$31.5K +550 +8%
WP
1708
WealthPLAN Partners
Nebraska
$429K +$55.5K +968 +15%
SIC
1709
Samalin Investment Counsel
New York
$428K -$11.5K -201 -3%
CWC
1710
Carolinas Wealth Consulting
North Carolina
$427K -$2.99K -296 -0.7%
AFG
1711
Allegheny Financial Group
Pennsylvania
$425K +$106K +1,857 +33%
IP
1712
Isthmus Partners
Wisconsin
$425K -$1.83K -32 -0.4%
BCG
1713
Breakwater Capital Group
New Jersey
$425K +$238K +4,074 +127%
FFC
1714
First Financial Corp
Indiana
$424K -$14.6K -255 -3%
LFA
1715
Level Financial Advisors
New York
$424K -$974 -17 -0.2%
VC
1716
Vicus Capital
Pennsylvania
$423K +$135K +2,365 +47%
SS
1717
Sound Stewardship
Kansas
$423K – – –
SJIM
1718
St. Johns Investment Management
Florida
$423K -$21.7K -379 -5%
MCM
1719
McRae Capital Management
New Jersey
$418K – – –
FA
1720
Faithward Advisors
Pennsylvania
$417K +$10.6K +194 +3%
LFA
1721
Legacy Financial Advisors
Kentucky
$415K -$110K -1,913 -21%
TDWM
1722
Topel & Distasi Wealth Management
California
$414K – – –
WFAG
1723
Worth Financial Advisory Group
North Carolina
$413K -$86.5K -1,509 -17%
RC
1724
RBO & Co
California
$412K – – –
FFG
1725
Frisch Financial Group
New York
$411K +$3.04K +53 +0.7%
67 68
69
70 71