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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 %
PPW
1801
Parcion Private Wealth
Washington
$387K -$2.1M -34,556 -84%
MWM
1802
MGB Wealth Management
Texas
$387K +$387K +6,372 New
MA
1803
MKT Advisors
California
$387K +$10.7K +173 +3%
FDDB
1804
Fidelity D&D Bancorp
Pennsylvania
$384K -$9.96K -164 -3%
GWS
1805
Glassman Wealth Services
Virginia
$384K +$14.5K +238 +4%
GWM
1806
Geneos Wealth Management
Colorado
$383K -$234K -3,856 -38%
SL
1807
Salomon & Ludwin
Virginia
$383K – – –
HIG
1808
Heritage Investment Group
Florida
$382K +$54.6K +900 +17%
PWM
1809
Palumbo Wealth Management
New York
$381K -$9.54K -157 -2%
WI
1810
Wedgewood Investors
Pennsylvania
$380K -$24.3K -400 -6%
AC
1811
Avestar Capital
New York
$380K +$61.3K +1,010 +19%
PWMG
1812
Provence Wealth Management Group
California
$380K +$357K +5,876 +1,538%
SB
1813
Strategic Blueprint
Georgia
$379K -$381K -6,270 -50%
CSC
1814
Caldwell Sutter Capital
California
$379K +$102K +1,687 +37%
SFI
1815
SPC Financial Inc
Maryland
$377K +$377K +6,207 New
SPWM
1816
Schrum Private Wealth Management
Florida
$376K -$97.8K -1,610 -21%
FRM
1817
Fox Run Management
Connecticut
$376K -$1.02M -16,811 -73%
DCM
1818
Dudley Capital Management
Virginia
$375K -$18.2K -300 -5%
EWP
1819
Engrave Wealth Partners
Texas
$374K +$11.3K +186 +3%
PAA
1820
Peregrine Asset Advisers
Oregon
$374K +$5.65K +93 +2%
AA
1821
Argent Advisors
Louisiana
$374K +$59.5K +980 +19%
ATIA
1822
American Trust Investment Advisors
New Hampshire
$372K +$372K +6,132 New
MM
1823
MQS Management
New York
$370K +$21.1K +348 +6%
MWPCG
1824
Measured Wealth Private Client Group
New Hampshire
$370K -$11.7K -193 -3%
RSWA
1825
Robinson Smith Wealth Advisors
Maine
$370K +$370K +6,091 New
71 72
73
74 75