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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 %
PHIC
1901
Pine Haven Investment Counsel
Massachusetts
$288K -$9.17K -160 -3%
FNBSF
1902
First National Bank Sioux Falls
South Dakota
$288K -$1.2K -21 -0.4%
RWM
1903
Revisor Wealth Management
Ohio
$288K +$96.3K +1,681 +50%
NSG
1904
Nalls Sherbakoff Group
Tennessee
$286K -$9.4K -164 -3%
EWA
1905
EverSource Wealth Advisors
Alabama
$285K -$50.2K -877 -15%
CNWM
1906
Clay Northam Wealth Management
California
$285K +$229 +4 +0.1%
ML
1907
Mayport LLC
Massachusetts
$284K – – –
CMI
1908
Clare Market Investments
Texas
$283K +$1.26K +22 +0.4%
CA
1909
Centerpoint Advisors
Massachusetts
$283K – – –
FAG
1910
Fortitude Advisory Group
Washington
$283K +$91.1K +1,591 +48%
FAB
1911
First American Bank
Illinois
$281K +$15K +261 +6%
LIA
1912
LBMC Investment Advisors
Tennessee
$279K – – –
CPC
1913
Consolidated Planning Corp
Georgia
$279K -$11.9K -208 -4%
NHC
1914
Nicholas Hoffman & Company
Georgia
$278K +$25.8K +451 +10%
WHCI
1915
W.H. Cornerstone Investments
Massachusetts
$278K -$16.4K -286 -6%
QPWM
1916
Quadrant Private Wealth Management
Pennsylvania
$278K +$50.6K +883 +22%
BCP
1917
Berkeley Capital Partners
Georgia
$278K -$42.8K -747 -13%
LP
1918
LGL Partners
Pennsylvania
$276K -$11.3K -197 -4%
WCM
1919
WealthBridge Capital Management
Ohio
$276K +$401 +7 +0.1%
CRI
1920
Colonial River Investments
Virginia
$276K -$60.7K -1,059 -18%
WF
1921
WoodTrust Financial
Wisconsin
$275K +$275K +4,800 New
DBG
1922
De Burlo Group
Massachusetts
$275K – – –
NAG
1923
Northstar Advisory Group
New Jersey
$275K +$57 +1 +0%
OWM
1924
Opes Wealth Management
California
$274K +$2.92K +51 +1%
HIC
1925
Holderness Investments Company
North Carolina
$273K +$12.6K +220 +5%
75 76
77
78 79