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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 %
GXJ
1826
Global X Japan
Japan
$370K +$370K +6,084 New
NRI
1827
NFP Retirement Inc
California
$365K +$6.44K +106 +2%
RW
1828
REDW Wealth
New Mexico
$365K – – –
AWM
1829
Ameliora Wealth Management
Switzerland
$364K – – –
GIA
1830
Guyasuta Investment Advisors
Pennsylvania
$364K -$4.19K -69 -1%
JGIA
1831
Jackson Grant Investment Advisers
Connecticut
$363K -$14.1K -232 -4%
SDJVC
1832
St. Denis J. Villere & Co
Louisiana
$361K +$361K +5,950 New
GAM
1833
Gould Asset Management
California
$357K +$607 +10 +0.2%
TWM
1834
Tradition Wealth Management
Minnesota
$357K +$48.6K +799 +16%
EA
1835
Everpar Advisors
Oklahoma
$356K +$356K +5,854 New
SWS
1836
SYSTM Wealth Solutions
Illinois
$355K -$64K -1,054 -15%
OC
1837
Opinicus Capital
Florida
$355K +$355K +5,842 New
CA
1838
Commerzbank Aktiengesellschaft
Germany
$354K +$354K +5,817 New
THWM
1839
Taylor Hoffman Wealth Management
Virginia
$354K -$486K -8,000 -58%
FFM
1840
Forum Financial Management
Illinois
$354K -$26.3K -433 -7%
AIM
1841
Athena Investment Management
California
$353K +$30.1K +495 +9%
IGWM
1842
ICA Group Wealth Management
Colorado
$353K +$71K +1,169 +25%
CCP
1843
Cassia Capital Partners
North Carolina
$351K -$2.92K -48 -0.8%
WPC
1844
Waters Parkerson & Co
Louisiana
$351K -$4.91K -81 -1%
CRIG
1845
Charter Research & Investment Group
Connecticut
$351K – – –
OFS
1846
OneAscent Financial Services
Alabama
$350K +$131K +2,151 +60%
PWW
1847
Pettyjohn Wood & White
Virginia
$349K -$2.49K -41 -0.7%
USB
1848
Union Savings Bank
Connecticut
$346K -$46.3K -763 -12%
TW
1849
TritonPoint Wealth
Maryland
$346K +$346K +5,694 New
WMA
1850
Wealth Management Associates
New Jersey
$346K -$122K -2,003 -26%
72 73
74
75 76