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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 %
BPFA
1851
Barnes Pettey Financial Advisors
Mississippi
$520K – – –
LCGC
1852
Legacy Capital Group California
California
$519K +$519K +6,144 New
SMA
1853
Seven Mile Advisory
New Jersey
$519K +$54.7K +647 +12%
KIG
1854
Kessler Investment Group
Indiana
$517K – – –
DCM
1855
Dudley Capital Management
Virginia
$517K – – –
MTC
1856
McDaniel Terry & Co
Texas
$515K +$67.9K +802 +15%
LP
1857
LMR Partners
United Kingdom
$514K -$247K -2,924 -32%
SIC
1858
Samalin Investment Counsel
New York
$513K -$3.21K -38 -0.6%
CCG
1859
Coastwise Capital Group
California
$513K +$14.1K +167 +3%
AA
1860
Argent Advisors
Louisiana
$512K – – –
SBF
1861
Sara-Bay Financial
Florida
$509K -$319K -3,777 -39%
NRI
1862
NFP Retirement Inc
California
$508K +$85 +1 +0%
TWM
1863
Thrive Wealth Management
Pennsylvania
$508K -$3.04K -36 -0.6%
OWA
1864
Opal Wealth Advisors
New York
$507K +$184K +2,179 +57%
MCCA
1865
Mill Creek Capital Advisors
Pennsylvania
$507K -$80.1K -948 -14%
WFI
1866
West Family Investments
California
$507K +$158K +1,864 +45%
SFG
1867
Synergy Financial Group
California
$505K +$26K +307 +5%
HW
1868
Hamilton Wealth
California
$505K -$483K -5,716 -49%
IC
1869
Inscription Capital
Texas
$505K -$284K -3,361 -36%
HWM
1870
Horizon Wealth Management
Illinois
$505K +$2.79K +33 +0.6%
CPRC
1871
Consolidated Portfolio Review Corp
New York
$504K +$32.3K +382 +7%
AIM
1872
Athena Investment Management
California
$504K – – –
MCM
1873
MV Capital Management
Maryland
$503K +$46.9K +555 +10%
ATIA
1874
American Trust Investment Advisors
New Hampshire
$502K -$16.3K -193 -3%
JE
1875
JMAC Enterprises
Pennsylvania
$502K +$228K +2,703 +84%
73 74
75
76 77