NEE icon

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 %
CBT
1701
Central Bank & Trust
Kentucky
$468K +$119K +1,959 +34%
DLA
1702
Douglas Lane & Associates
New York
$467K -$193K -3,178 -29%
SWMP
1703
Signature Wealth Management Partners
New Jersey
$466K +$466K +7,670 New
BCG
1704
Breakwater Capital Group
New Jersey
$465K +$51.6K +908 +12%
AIS
1705
American Investment Services
Massachusetts
$464K – – –
N
1706
Natixis
France
$463K -$22.1M -364,603 -98%
SLG
1707
Stanley-Laman Group
Pennsylvania
$462K +$462K +6,376 New
O3W
1708
Omni 360 Wealth
New Jersey
$462K +$462K +7,600 New
SMA
1709
Sage Mountain Advisors
Georgia
$460K +$30.9K +509 +7%
AFT
1710
Alpha Family Trust
California
$457K +$193K +3,180 +73%
AFG
1711
Allegheny Financial Group
Pennsylvania
$456K +$5.28K +87 +1%
CMANY
1712
Capital Management Associates (New York)
New York
$456K – – –
BBNA
1713
Bremer Bank National Association
Minnesota
$454K -$159K -2,616 -26%
HGA
1714
Hobbs Group Advisors
South Carolina
$454K +$454K +7,471 New
PVM
1715
Palogic Value Management
Texas
$452K +$82.9K +1,365 +22%
IP
1716
Isthmus Partners
Wisconsin
$451K – – –
CST
1717
Charles Schwab Trust
Nevada
$450K -$78.8K -1,298 -15%
DWMS
1718
Dominguez Wealth Management Solutions
Virginia
$448K -$10.4K -172 -2%
AF
1719
Apexium Financial
Texas
$445K +$138K +2,266 +45%
MMG
1720
Monetary Management Group
Missouri
$443K -$24.3K -400 -5%
HWMG
1721
Hurlow Wealth Management Group
Indiana
$443K -$17.4K -287 -4%
GWM
1722
GSB Wealth Management
Connecticut
$443K -$288K -4,744 -39%
WA
1723
Waverly Advisors
Alabama
$442K +$38.5K +634 +10%
GCWM
1724
Graham Capital Wealth Management
District of Columbia
$442K +$25.8K +424 +6%
AOWM
1725
Alpha Omega Wealth Management
Virginia
$441K -$18.2K -300 -4%
67 68
69
70 71