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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 %
GWM
1951
GoalFusion Wealth Management
Texas
$348K – – –
JSL
1952
JT Stratford LLC
Georgia
$347K +$115K +1,380 +50%
PVM
1953
Palogic Value Management
Texas
$347K +$347K +4,149 New
GAB
1954
German American Bancorp
Indiana
$347K +$87.3K +1,044 +34%
FA
1955
Financial Advantage
Maryland
$345K – – –
HCMG
1956
Howard Capital Management Group
California
$345K – – –
AIP
1957
ARS Investment Partners
New York
$345K – – –
AFG
1958
AFS Financial Group
Maryland
$344K +$344K +4,114 New
CCM
1959
Condor Capital Management
New Jersey
$343K +$7.86K +94 +2%
LG
1960
LaFleur & Godfrey
Michigan
$343K – – –
NPA
1961
Nichols & Pratt Advisers
Massachusetts
$343K -$25.6K -306 -7%
SAG
1962
SageView Advisory Group
California
$342K +$342K +4,094 New
JSAM
1963
J. Safra Asset Management
New York
$342K +$327K +3,925 +2,256%
SAM
1964
SignalPoint Asset Management
Missouri
$341K +$502 +6 +0.1%
AAM
1965
Aureus Asset Management
Massachusetts
$341K +$62.6K +749 +23%
PCI
1966
Planning Center Inc
Illinois
$341K +$341K +4,076 New
HCA
1967
Horan Capital Advisors
Ohio
$340K – – –
CRG
1968
Cornerstone Retirement Group
Nevada
$339K +$339K +4,059 New
AI
1969
Accredited Investors
Minnesota
$339K -$35.9K -429 -10%
ML
1970
McAdam LLC
Pennsylvania
$339K +$24.1K +258 +8%
LWP
1971
Lumature Wealth Partners
Georgia
$338K -$8.86K -106 -3%
CB
1972
Centennial Bank
Arkansas
$338K +$338K +4,044 New
CFO
1973
Callan Family Office
Pennsylvania
$338K +$338K +4,043 New
MMHP
1974
Murphy Middleton Hinkle & Parker
Georgia
$337K -$3.51K -42 -1%
UW
1975
Unique Wealth
Florida
$337K +$337K +4,028 New
77 78
79
80 81