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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 %
IIC
1901
Ironwood Investment Counsel
Arizona
$318K -$41.4K -682 -12%
AWA
1902
Aaron Wealth Advisors
Illinois
$318K +$49.3K +811 +18%
MPM
1903
Meritage Portfolio Management
Kansas
$317K +$31.1K +512 +11%
TWA
1904
TCI Wealth Advisors
Arizona
$317K +$317K +5,211 New
LCWP
1905
Legacy Capital Wealth Partners
Arkansas
$316K +$33.1K +545 +12%
GWP
1906
Gateway Wealth Partners
Wisconsin
$316K -$87.6K -1,443 -22%
CGA
1907
Crescent Grove Advisors
Illinois
$315K -$11.1K -182 -3%
BFG
1908
Bouchey Financial Group
New York
$315K – – –
SL
1909
Summitry LLC
California
$314K +$29.9K +492 +11%
FAM
1910
Flaharty Asset Management
Florida
$314K -$425 -7 -0.1%
FAB
1911
First American Bank
Illinois
$313K +$15.1K +249 +5%
NL
1912
Navalign LLC
California
$313K +$5.41K +89 +2%
S
1913
Sunpointe
Missouri
$312K +$312K +5,139 New
KA
1914
Kozak & Associates
Colorado
$312K -$845 -14 -0.3%
PFA
1915
Pathway Financial Advisors
Vermont
$311K -$9.96K -164 -3%
NJBEST
1916
New Jersey Better Educational Savings Trust
New Jersey
$311K – – –
OWP
1917
Obermeyer Wealth Partners
Colorado
$311K +$311K +5,115 New
OBWG
1918
Onyx Bridge Wealth Group
New York
$310K -$17.8K -293 -5%
LS
1919
Livforsakringsbolaget Skandia
Sweden
$310K +$148K +2,438 +91%
CTC
1920
Cetera Trust Company
Minnesota
$310K +$310K +5,104 New
AA
1921
Alta Advisers
United Kingdom
$310K – – –
RIM
1922
Rakuten Investment Management
Japan
$310K +$310K +5,073 New
BWM
1923
BCS Wealth Management
Tennessee
$308K – – –
LF
1924
LifePlan Financial
Minnesota
$308K +$308K +5,068 New
RIM
1925
Rockbridge Investment Management
New York
$307K -$7.59K -125 -2%
75 76
77
78 79