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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 %
LP
1951
LGL Partners
Pennsylvania
$293K +$182 +3 +0.1%
MCM
1952
MV Capital Management
Maryland
$292K -$22.1K -364 -7%
NAG
1953
Northstar Advisory Group
New Jersey
$292K – – –
SAM
1954
Sawgrass Asset Management
Florida
$291K +$291K +4,797 New
GC
1955
Garde Capital
Washington
$291K +$78K +1,286 +37%
MC
1956
Maverick Capital
Texas
$290K +$290K +4,782 New
Jacobs Levy Equity Management
1957
Jacobs Levy Equity Management
New Jersey
$290K +$290K +4,780 New
QC
1958
Quent Capital
New York
$289K -$79.1K -1,302 -21%
EWA
1959
EverSource Wealth Advisors
Alabama
$289K -$13K -214 -4%
IA
1960
Inspire Advisors
Idaho
$289K +$289K +4,761 New
AAG
1961
Armstrong Advisory Group
Massachusetts
$289K -$82.5K -1,359 -22%
CV
1962
Counterweight Ventures
North Carolina
$289K +$289K +4,757 New
FBFS
1963
First Business Financial Services
Wisconsin
$288K – – –
BFO
1964
Biltmore Family Office
North Carolina
$284K -$41K -675 -13%
HS
1965
Horan Securities
United States
$284K +$284K +4,677 New
HDIM
1966
Hanson & Doremus Investment Management
Vermont
$284K -$1.03K -17 -0.4%
KWMG
1967
King Wealth Management Group
Florida
$284K – – –
STC
1968
Sarah T. Connolly
$284K -$2.42M -39,860 -90%
GWM
1969
GoalFusion Wealth Management
Texas
$283K – – –
PSFG
1970
Prairie Sky Financial Group
Illinois
$283K +$2.07K +34 +0.7%
ALAM
1971
Asahi Life Asset Management
Japan
$282K +$18.5K +305 +7%
PFGIA
1972
Patriot Financial Group Insurance Agency
Massachusetts
$281K -$75.7K -1,247 -21%
ML
1973
Mayport LLC
Massachusetts
$280K -$21K -345 -7%
HCM
1974
Highview Capital Management
Illinois
$279K -$750K -12,351 -73%
AWP
1975
Atlas Wealth Partners
Pennsylvania
$278K +$29.2K +500 +12%
77 78
79
80 81