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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 %
FBFS
1926
First Business Financial Services
Wisconsin
$271K +$15.8K +275 +6%
SSWM
1927
Sheets Smith Wealth Management
North Carolina
$269K +$17.5K +306 +7%
HDIM
1928
Hanson & Doremus Investment Management
Vermont
$269K – – –
MPM
1929
Meritage Portfolio Management
Kansas
$269K +$10.1K +177 +4%
DAM
1930
Delta Asset Management
Tennessee
$269K +$859 +15 +0.3%
SL
1931
Summitry LLC
California
$268K -$6.36K -111 -2%
KWMG
1932
King Wealth Management Group
Florida
$268K +$3.15K +55 +1%
LCWP
1933
Legacy Capital Wealth Partners
Arkansas
$267K +$267K +4,663 New
GWM
1934
GoalFusion Wealth Management
Texas
$267K – – –
EBA
1935
Eagle Bay Advisors
New York
$265K +$200K +3,487 +305%
CAC
1936
Certified Advisory Corp
Florida
$265K +$6.82K +119 +3%
BW
1937
BIP Wealth
Georgia
$265K -$45.4K -792 -15%
PSFG
1938
Prairie Sky Financial Group
Illinois
$265K +$1.72K +30 +0.7%
IGAM
1939
iA Global Asset Management
Quebec, Canada
$264K -$13.1M -229,746 -98%
IGWM
1940
ICA Group Wealth Management
Colorado
$264K +$1.14K +20 +0.4%
DIA
1941
Dean Investment Associates
Ohio
$264K – – –
HWA
1942
Heritage Wealth Advisors
Virginia
$262K -$46.7K -816 -15%
IWP
1943
Invenio Wealth Partners
Florida
$262K +$15.1K +264 +6%
FWM
1944
Fairhaven Wealth Management
Illinois
$262K -$1.38K -24 -0.5%
AO
1945
Advisor OS
Illinois
$261K -$23.4K -409 -8%
FA
1946
Fortis Advisors
Pennsylvania
$261K – – –
JGUA
1947
John G. Ullman & Associates
New York
$260K – – –
CSC
1948
Caldwell Sutter Capital
California
$260K +$15.2K +265 +6%
KA
1949
Kozak & Associates
Colorado
$260K +$4.07K +81 +2%
HKIM
1950
Hayek Kallen Investment Management
Alabama
$260K -$4.01K -70 -2%
76 77
78
79 80