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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 %
SFG
1851
Synergy Financial Group
California
$345K +$4.62K +76 +1%
BFIC
1852
Bedell Frazier Investment Counselling
California
$344K – – –
NPFS
1853
Novak & Powell Financial Services
Florida
$344K +$344K +5,670 New
HWM
1854
Horizon Wealth Management
Illinois
$344K +$2.43K +40 +0.7%
GSIAS
1855
Garden State Investment Advisory Services
New Jersey
$343K +$343K +5,648 New
TDWM
1856
Topel & Distasi Wealth Management
California
$343K -$96.1K -1,582 -22%
SAM
1857
Secure Asset Management
Michigan
$341K -$9.66K -159 -3%
PIAS
1858
PCA Investment Advisory Services
Ohio
$340K +$6.62K +109 +2%
PCIG
1859
Partners Capital Investment Group
Massachusetts
$339K +$339K +5,574 New
EW
1860
Evexia Wealth
Wisconsin
$338K +$16K +276 +5%
WAM
1861
WNY Asset Management
New York
$338K +$23K +378 +7%
TWM
1862
TMD Wealth Management
Arizona
$338K – – –
CAM
1863
Creekmur Asset Management
Illinois
$337K +$337K +5,544 New
BWM
1864
Baron Wealth Management
Michigan
$336K -$166K -2,733 -33%
PHIC
1865
Pine Haven Investment Counsel
Massachusetts
$336K +$30.4K +500 +10%
Fayez Sarofim & Co
1866
Fayez Sarofim & Co
Texas
$336K -$2.91M -51,479 -90%
SCM
1867
Saxony Capital Management
Missouri
$334K +$334K +5,492 New
BI
1868
Ballast Inc
Kentucky
$333K +$69.9K +1,150 +27%
FCFC
1869
First Commonwealth Financial Corp
Pennsylvania
$332K -$66.1K -1,088 -17%
SPWG
1870
Syntegra Private Wealth Group
Missouri
$332K +$9.48K +156 +3%
MWA
1871
Midland Wealth Advisors
Illinois
$331K +$331K +5,447 New
RWP
1872
Ridgecrest Wealth Partners
California
$330K -$52.5K -865 -14%
OL
1873
OneFund LLC
Florida
$330K +$330K +5,425 New
NRD
1874
Nebula Research & Development
New York
$329K +$329K +5,411 New
PWM
1875
Power Wealth Management
Georgia
$328K +$328K +5,404 New
73 74
75
76 77