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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 %
FI
1726
Fosun International
China
$410K +$226K +3,950 +123%
VC
1727
Veracity Capital
Georgia
$410K +$8.02K +140 +2%
EWA
1728
Exencial Wealth Advisors
Oklahoma
$409K -$26K -453 -6%
SMA
1729
Sage Mountain Advisors
Georgia
$405K -$19.4K -339 -5%
TF
1730
Tompkins Financial
New York
$405K -$10.7K -187 -3%
CCM
1731
Carlson Capital Management
Minnesota
$404K +$3.61K +63 +0.9%
MIM
1732
Merrion Investment Management
New Jersey
$402K -$21.5K -375 -5%
DAM
1733
Deltec Asset Management
New York
$401K – – –
CCG
1734
Ceeto Capital Group
Florida
$401K +$57.3K +1,000 +17%
DWP
1735
Destiny Wealth Partners
Florida
$401K -$630 -11 -0.2%
T
1736
TCWP
Ohio
$401K -$8.48K -148 -2%
HCA
1737
Horan Capital Advisors
Ohio
$400K +$110K +1,921 +38%
TCM
1738
Tributary Capital Management
Nebraska
$399K -$8.48K -148 -2%
ACM
1739
Armbruster Capital Management
New York
$397K -$229 -4 -0.1%
GAA
1740
Global Assets Advisory
Florida
$397K +$10.9K +190 +3%
SWS
1741
SYSTM Wealth Solutions
Illinois
$395K -$243K -4,241 -38%
FSC
1742
Full Sail Capital
Oklahoma
$394K +$1.2K +21 +0.3%
AFAS
1743
Acorn Financial Advisory Services
Virginia
$394K +$23.3K +407 +6%
KWM
1744
Kolinsky Wealth Management
New Jersey
$391K -$14.6K -255 -4%
ACP
1745
Aveo Capital Partners
Colorado
$391K +$165K +2,878 +73%
GA
1746
GSG Advisors
New Jersey
$391K +$391K +6,822 New
SAF
1747
Smith Anglin Financial
Texas
$389K +$1.09K +19 +0.3%
TAM
1748
Trillium Asset Management
Massachusetts
$388K – – –
UWPG
1749
Ullmann Wealth Partners Group
Florida
$388K -$38K -664 -9%
CRWM
1750
Castle Rock Wealth Management
California
$387K -$148 -3 -0%
68 69
70
71 72