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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 %
LA
1926
LVW Advisors
New York
$307K -$745K -12,262 -71%
LHC
1927
Little House Capital
Massachusetts
$305K -$1.43M -23,544 -82%
BCP
1928
Berkeley Capital Partners
Georgia
$305K +$10.4K +171 +4%
CP
1929
Canopy Partners
Ohio
$304K +$304K +5,010 New
FA
1930
Fortis Advisors
Pennsylvania
$304K +$27.3K +450 +10%
KWM
1931
Kolinsky Wealth Management
New Jersey
$303K -$111K -1,835 -27%
ILI
1932
Invesco LLC (Illinois)
Illinois
$303K -$53K -873 -15%
MCM
1933
Magnolia Capital Management
New York
$303K -$55.2K -910 -15%
DIA
1934
Dean Investment Associates
Ohio
$303K +$23.3K +384 +8%
CNWM
1935
Clay Northam Wealth Management
California
$303K +$243 +4 +0.1%
CC
1936
Chicago Capital
Illinois
$301K -$32.9K -542 -10%
SFC
1937
Swisher Financial Concepts
Ohio
$301K +$301K +4,974 New
FPWM
1938
FSB Premier Wealth Management
Iowa
$301K -$8.63K -142 -3%
CPC
1939
Consolidated Planning Corp
Georgia
$300K +$4.62K +76 +2%
AWE
1940
Avidian Wealth Enterprises
Texas
$300K +$300K +4,943 New
KAM
1941
KEB Asset Management
Illinois
$299K +$299K +4,929 New
RIA
1942
Realta Investment Advisors
Delaware
$299K +$12.9K +213 +5%
FNBSF
1943
First National Bank Sioux Falls
South Dakota
$299K -$6.5K -107 -2%
QPWM
1944
Quadrant Private Wealth Management
Pennsylvania
$297K +$2.55K +42 +0.9%
MIM
1945
Morningstar Investment Management
Illinois
$297K +$297K +4,891 New
MFT
1946
Moisand Fitzgerald Tamayo
Florida
$296K -$317K -5,226 -52%
ARC
1947
Advisor Resource Council
Texas
$295K +$295K +4,863 New
KC
1948
Kades & Cheifetz
Pennsylvania
$295K -$92.9K -1,529 -24%
EFG
1949
Everhart Financial Group
Ohio
$294K +$22K +363 +8%
DWM
1950
Drive Wealth Management
Utah
$293K +$293K +4,828 New
76 77
78
79 80