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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 %
MSWM
1776
McGlone Suttner Wealth Management
Wisconsin
$599K +$35.4K +419 +6%
GAA
1777
Global Assets Advisory
Florida
$599K +$599K +7,020 New
HWMG
1778
Hurlow Wealth Management Group
Indiana
$596K +$169 +2 +0%
SI
1779
Seeds Investor
New York
$596K +$141K +1,667 +31%
LFA
1780
Level Financial Advisors
New York
$594K +$85 +1 +0%
HWA
1781
Heartwood Wealth Advisors
Virginia
$594K – – –
PCP
1782
Proficio Capital Partners
Massachusetts
$594K -$475K -5,619 -44%
MIM
1783
Merrion Investment Management
New Jersey
$593K – – –
BWP
1784
BSW Wealth Partners
Colorado
$592K +$75.9K +898 +15%
FNC
1785
First National Corp
Massachusetts
$590K -$17.2K -204 -3%
ACGA
1786
Atlanta Consulting Group Advisors
Georgia
$590K +$37.4K +443 +7%
VWM
1787
Vigilare Wealth Management
Arizona
$589K – – –
WP
1788
Wealthspan Partners
Iowa
$589K +$423 +5 +0.1%
DWP
1789
Destiny Wealth Partners
Florida
$589K +$6.76K +80 +1%
DFA
1790
Delta Financial Advisors
Louisiana
$588K +$2.87K +34 +0.5%
WDL
1791
Well Done LLC
Michigan
$585K -$11.2K -133 -2%
DFCM
1792
Dark Forest Capital Management
Puerto Rico
$585K +$585K +6,922 New
APWA
1793
Atlas Private Wealth Advisors
New Jersey
$585K +$24.5K +290 +4%
CP
1794
Creekside Partners
California
$584K – – –
MA
1795
MKT Advisors
California
$582K -$6.32K -74 -1%
IP
1796
Isthmus Partners
Wisconsin
$579K – – –
IIC
1797
Ironwood Investment Counsel
Arizona
$578K -$169 -2 -0%
EM
1798
Excalibur Management
Massachusetts
$577K +$6K +71 +1%
BFO
1799
Biltmore Family Office
North Carolina
$576K +$98.5K +1,165 +21%
PWM
1800
Palumbo Wealth Management
New York
$576K +$41.1K +486 +8%
70 71
72
73 74