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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,458 hedge funds and large institutions have $130B invested in NextEra Energy, Inc. in 2022 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 1,024 increasing their positions, 851 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,458
Holders Change
+128
Holders Change %
+5.49%
% of All Funds
39.66%
Holding in Top 10
106
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.64%
% of All Funds
1.71%
New
274
Increased
1,024
Reduced
851
Closed
95
Calls
$1.48B
Puts
$1.57B
Net Calls
-$87.2M
Net Calls Change
-$207M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$652M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$501M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$290M
4
BlackRock
BlackRock
New York
+$275M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$263M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$562M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$462M
3
SP
Sarasin & Partners
United Kingdom
-$325M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$298M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRIG
1876
Charter Research & Investment Group
Connecticut
$392K – – –
CD
1877
Chapin Davis
Maryland
$392K +$392K +4,692 New
GBWM
1878
Granite Bay Wealth Management
New Hampshire
$391K +$14.4K +172 +4%
HKIM
1879
Hayek Kallen Investment Management
Alabama
$390K -$50.1K -600 -11%
XS
1880
XR Securities
Illinois
$390K -$191K -2,288 -33%
DAM
1881
Delta Asset Management
Tennessee
$389K +$7.11K +85 +2%
CA
1882
Crumly & Associates
Illinois
$388K -$141K -1,688 -27%
GB
1883
Goepper Burkhardt
South Carolina
$386K – – –
ZF
1884
Zhang Financial
Michigan
$386K +$23K +275 +6%
SMH
1885
Sanders Morris Harris
Texas
$386K – – –
DIA
1886
Dean Investment Associates
Ohio
$385K – – –
SMA
1887
Sage Mountain Advisors
Georgia
$384K +$35.4K +424 +10%
AWM
1888
Accel Wealth Management
Iowa
$383K +$63.9K +764 +20%
KWMG
1889
King Wealth Management Group
Florida
$382K – – –
AA
1890
Argent Advisors
Louisiana
$382K – – –
FA
1891
Fortis Advisors
Pennsylvania
$380K – – –
UPC
1892
Utah Peaks Capital
Utah
$380K +$380K +4,547 New
4WM
1893
4J Wealth Management
Virginia
$379K -$73.1K -874 -16%
EGWAG
1894
Elwood & Goetz Wealth Advisory Group
Georgia
$378K -$1.42K -17 -0.4%
B
1895
Bridgeworth
Alabama
$378K +$29.6K +354 +8%
LAM
1896
L2 Asset Management
Massachusetts
$377K +$48.7K +583 +15%
TSS
1897
Thomas Story & Son
Indiana
$377K – – –
MPM
1898
Meritage Portfolio Management
Kansas
$377K +$17.8K +213 +5%
WA
1899
Waddell & Associates
Tennessee
$377K -$21.2K -254 -5%
GAM
1900
Griffin Asset Management
New York
$376K – – –
74 75
76
77 78