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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 %
FCA
1726
Fortis Capital Advisors
Kansas
$440K +$180K +2,959 +69%
SC
1727
Saturna Capital
Washington
$439K +$126K +2,080 +40%
RC
1728
RBO & Co
California
$437K – – –
SFG
1729
SevenBridge Financial Group
Pennsylvania
$437K -$2.57M -42,270 -85%
DL
1730
DOHJ LLC
Washington
$435K -$15.2K -250 -3%
VC
1731
Veracity Capital
Georgia
$435K +$607 +10 +0.1%
AAS
1732
Annex Advisory Services
Wisconsin
$435K -$2.39M -39,345 -85%
NAM
1733
NTV Asset Management
West Virginia
$435K -$292K -4,800 -40%
SPIS
1734
Steward Partners Investment Solutions
Oregon
$434K +$434K +7,145 New
FFG
1735
Frisch Financial Group
New York
$433K -$2.86K -47 -0.7%
DWP
1736
Destiny Wealth Partners
Florida
$431K -$1.05K -17 -0.2%
LFA
1737
Level Financial Advisors
New York
$430K -$19.5K -321 -4%
CWC
1738
Carolinas Wealth Consulting
North Carolina
$430K -$2.59K -253 -0.6%
BPCE
1739
Bank Pictet & Cie (Europe)
Germany
$427K +$30.4K +500 +8%
GCP
1740
GSA Capital Partners
United Kingdom
$427K +$54.7K +900 +15%
HWA
1741
Heartwood Wealth Advisors
Virginia
$427K -$58.3K -960 -12%
MUMSS
1742
Mitsubishi UFJ Morgan Stanley Securities
Japan
$426K +$426K +7,017 New
MIM
1743
Merrion Investment Management
New Jersey
$426K – – –
RZH
1744
Relyea Zuckerberg Hanson
Connecticut
$426K +$34.2K +563 +9%
CCG
1745
Ceeto Capital Group
Florida
$425K – – –
TCOTS
1746
Trust Company of the South
North Carolina
$425K +$425K +6,991 New
AFP
1747
Alpha Financial Partners
Kentucky
$424K -$101K -1,656 -19%
OAM
1748
Oak Asset Management
California
$421K +$62.9K +1,035 +18%
WP
1749
Westmount Partners
California
$421K -$34.3K -564 -8%
TCM
1750
Tributary Capital Management
Nebraska
$420K -$3.04K -50 -0.7%
68 69
70
71 72