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 %
SFG
1751
StrategIQ Financial Group
Indiana
$420K -$52.5K -864 -11%
ACM
1752
Armbruster Capital Management
New York
$419K -$2.25K -37 -0.5%
FA
1753
Faithward Advisors
Pennsylvania
$419K -$9.63K -172 -2%
SS
1754
Sound Stewardship
Kansas
$419K -$29.4K -484 -7%
KIA
1755
KLR Investment Advisors
Rhode Island
$418K -$12.6K -207 -3%
FIA
1756
Foundations Investment Advisors
Arizona
$416K -$92.1K -1,541 -18%
HIS
1757
Horizon Investment Services
Indiana
$415K -$92.1K -1,516 -18%
OHWA
1758
Oak Hill Wealth Advisors
Virginia
$415K -$142K -2,333 -25%
AFAS
1759
Acorn Financial Advisory Services
Virginia
$415K -$2.92K -48 -0.7%
APWA
1760
Atlas Private Wealth Advisors
New Jersey
$411K +$13.9K +229 +4%
TAM
1761
Trillium Asset Management
Massachusetts
$411K – – –
SJIM
1762
St. Johns Investment Management
Florida
$410K -$38.3K -631 -9%
SIG
1763
Senator Investment Group
New York
$410K -$19M -313,257 -98%
RPWA
1764
Regent Peak Wealth Advisors
Georgia
$408K +$6.38K +105 +2%
KC
1765
Kepos Capital
New York
$408K +$38.6K +635 +10%
CCG
1766
Coastwise Capital Group
California
$407K +$173K +2,844 +74%
HCM
1767
Howland Capital Management
Massachusetts
$406K +$41.9K +690 +12%
CPA
1768
Cardiff Park Advisors
California
$406K – – –
MSWM
1769
McGlone Suttner Wealth Management
Wisconsin
$405K +$10K +165 +3%
FIM
1770
Fruth Investment Management
Texas
$405K – – –
AC
1771
Allstate Corporation
Illinois
$404K -$61.1K -1,006 -13%
UWPG
1772
Ullmann Wealth Partners Group
Florida
$403K -$8.38K -138 -2%
VSQM
1773
V-Square Quantitative Management
Illinois
$402K – – –
IP
1774
Investment Partners
Ohio
$402K +$94.8K +1,561 +31%
PAS
1775
Professional Advisory Services
Florida
$402K – – –
69 70
71
72 73