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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,295 hedge funds and large institutions have $92.8B invested in NextEra Energy, Inc. in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,017 increasing their positions, 898 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-103
Holders Change %
-4.3%
% of All Funds
36.59%
Holding in Top 10
29
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50.85%
% of All Funds
0.46%
New
146
Increased
1,017
Reduced
898
Closed
220
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$559M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$432M
3
Goldman Sachs
Goldman Sachs
New York
+$316M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$231M
5
Franklin Resources
Franklin Resources
California
+$228M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$468M
2
AIM
Alphinity Investment Management
Australia
-$361M
3
DZ Bank
DZ Bank
Germany
-$181M
4
Artisan Partners
Artisan Partners
Wisconsin
-$121M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$94M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1851
MKT Advisors
California
$316K -$15.8K -303 -5%
CC
1852
Chicago Capital
Illinois
$315K – – –
AWA
1853
Amplius Wealth Advisors
Pennsylvania
$315K -$974 -17 -0.3%
PIAS
1854
PCA Investment Advisory Services
Ohio
$315K +$859 +15 +0.3%
EW
1855
Evexia Wealth
Wisconsin
$313K +$144K +2,555 +86%
PCM
1856
Pointe Capital Management
Michigan
$312K +$80.2K +1,400 +35%
FFS
1857
Founders Financial Securities
Maryland
$312K -$35K -611 -10%
OBWG
1858
Onyx Bridge Wealth Group
New York
$310K +$7.28K +127 +2%
PFA
1859
Plotkin Financial Advisors
Maryland
$309K -$2.58K -45 -0.8%
NPA
1860
Nichols & Pratt Advisers
Massachusetts
$309K +$45.8K +800 +17%
HIG
1861
Heritage Investment Group
Florida
$309K +$2.06K +36 +0.7%
AGC
1862
Aspen Grove Capital
Colorado
$309K -$65.4K -1,142 -17%
KFI
1863
Key Financial Inc
Pennsylvania
$308K -$8.71K -152 -3%
CGA
1864
Crescent Grove Advisors
Illinois
$308K +$21.5K +375 +8%
WP
1865
WMS Partners
Maryland
$307K -$83.9K -1,465 -21%
BFO
1866
Biltmore Family Office
North Carolina
$307K -$12.1K -212 -4%
LC
1867
Landaas & Company
Wisconsin
$305K – – –
CHA
1868
Carmichael Hill & Associates
Maryland
$304K – – –
AIM
1869
Athena Investment Management
California
$304K – – –
SPWG
1870
Syntegra Private Wealth Group
Missouri
$304K -$859 -15 -0.3%
EIA
1871
Eldridge Investment Advisors
New Hampshire
$304K +$746 +13 +0.2%
SFG
1872
Sather Financial Group
Texas
$304K -$802K -13,996 -73%
PFA
1873
Pathway Financial Advisors
Vermont
$303K +$9.4K +164 +3%
AC
1874
Avestar Capital
New York
$301K -$20.9K -365 -6%
BOM
1875
Bank of Marin
California
$299K -$9.17K -160 -3%
73 74
75
76 77