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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 %
ES
1776
Eagle Strategies
New York
$401K – – –
LAM
1777
L2 Asset Management
Massachusetts
$400K +$386K +6,348 +2,713%
HWA
1778
Heritage Wealth Advisors
Virginia
$399K +$122K +2,006 +44%
GWSG
1779
GPS Wealth Strategies Group
Colorado
$399K -$149K -2,451 -27%
NB
1780
Northwest Bancshares
Pennsylvania
$399K -$74K -1,218 -16%
PWMG
1781
Prestige Wealth Management Group
New Jersey
$399K -$135K -2,218 -25%
AT
1782
Arvest Trust
Oklahoma
$398K -$1.64K -27 -0.4%
Koshinski Asset Management
1783
Koshinski Asset Management
Illinois
$397K -$849K -13,984 -68%
PWP
1784
Phillips Wealth Planners
Mississippi
$397K -$128K -2,212 -24%
GKIM
1785
GW&K Investment Management
Massachusetts
$396K -$535K -8,813 -57%
PCM
1786
Pointe Capital Management
Michigan
$395K +$64.5K +1,062 +19%
CWP
1787
Capital Wealth Planning
Florida
$394K -$243K -3,996 -38%
AR
1788
Advisory Research
Illinois
$394K – – –
GA
1789
GSG Advisors
New Jersey
$393K -$29.4K -475 -7%
CBFP
1790
Cedar Brook Financial Partners
Ohio
$393K +$8.08K +133 +2%
WFI
1791
West Family Investments
California
$393K +$393K +6,475 New
WP
1792
WealthSource Partners
California
$393K -$123K -2,020 -24%
ACM
1793
Argyle Capital Management
Pennsylvania
$393K – – –
CMI
1794
Clare Market Investments
Texas
$392K +$91.6K +1,508 +30%
BCM
1795
BluePath Capital Management
Georgia
$391K +$330K +5,304 +547%
BPFA
1796
Barnes Pettey Financial Advisors
Mississippi
$391K -$343K -5,652 -47%
WFAG
1797
Worth Financial Advisory Group
North Carolina
$389K -$48.5K -798 -11%
MIFH
1798
Migdal Insurance & Financial Holdings
Israel
$389K – – –
AWM
1799
Aviso Wealth Management
Washington
$389K +$389K +6,404 New
SBF
1800
Sara-Bay Financial
Florida
$389K +$243 +4 +0.1%
70 71
72
73 74