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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,640 hedge funds and large institutions have $135B invested in NextEra Energy, Inc. in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 1,086 increasing their positions, 1,003 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,640
Holders Change
+121
Holders Change %
+4.8%
% of All Funds
38.18%
Holding in Top 10
75
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+36.36%
% of All Funds
1.08%
New
253
Increased
1,086
Reduced
1,003
Closed
96
Calls
$2.61B
Puts
$2.48B
Net Calls
+$135M
Net Calls Change
-$644M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$338M
2
BlackRock
BlackRock
New York
+$334M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$251M
4
State Street
State Street
Massachusetts
+$235M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$195M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$191M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$165M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1751
Tyler-Stone Wealth Management
Ohio
$636K +$338K +3,994 +113%
PW
1752
Paladin Wealth
Minnesota
$635K +$635K +7,515 New
SCA
1753
Stonebridge Capital Advisors
Minnesota
$631K -$24.9K -294 -4%
CST
1754
Charles Schwab Trust
Nevada
$630K -$42.3K -500 -6%
AOWM
1755
Alpha Omega Wealth Management
Virginia
$624K – – –
CBOR
1756
Community Bank of Raymore
Missouri
$624K – – –
PWMG
1757
Prestige Wealth Management Group
New Jersey
$621K -$9.72K -115 -2%
DWMS
1758
Dominguez Wealth Management Solutions
Virginia
$620K +$1.1K +13 +0.2%
PIA
1759
Powell Investment Advisors
Florida
$620K – – –
UWPG
1760
Ullmann Wealth Partners Group
Florida
$619K +$30.9K +366 +5%
FIA
1761
Foundations Investment Advisors
Arizona
$619K +$11.7K +138 +2%
FI
1762
Fosun International
China
$616K -$205K -2,430 -25%
AWA
1763
Aaron Wealth Advisors
Illinois
$613K +$87.2K +1,032 +17%
SSWM
1764
Sheets Smith Wealth Management
North Carolina
$612K +$54.9K +650 +10%
CT
1765
Coastline Trust
Rhode Island
$611K -$549K -6,499 -47%
GCWM
1766
Graham Capital Wealth Management
District of Columbia
$610K -$6.42K -76 -1%
LGW
1767
Leslie Global Wealth
Illinois
$609K +$368K +4,353 +152%
SWP
1768
Semus Wealth Partners
Florida
$609K -$35.8K -424 -6%
RC
1769
RBO & Co
California
$609K – – –
SEP
1770
Southland Equity Partners
Missouri
$607K +$352K +4,163 +138%
SIM
1771
Sentry Investment Management
Wisconsin
$606K -$138K -1,637 -19%
RFA
1772
Register Financial Advisors
Georgia
$604K +$507 +6 +0.1%
RPWA
1773
Regent Peak Wealth Advisors
Georgia
$602K -$1.52K -18 -0.3%
N
1774
Natixis
France
$602K +$602K +7,117 New
FC
1775
Fairscale Capital
New Hampshire
$601K -$6K -71 -1%
69 70
71
72 73