NEE icon

NextEra Energy, Inc.
NEE

Overview Fund Activity

2,640 hedge funds and large institutions have $135B invested in NextEra Energy, Inc. in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 1,086 increasing their positions, 1,003 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,640
Holders Change
+121
Holders Change %
+4.8%
% of All Funds
38.18%
Holding in Top 10
75
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+36.36%
% of All Funds
1.08%
New
253
Increased
1,086
Reduced
1,003
Closed
96
Calls
$2.61B
Puts
$2.48B
Net Calls
+$135M
Net Calls Change
-$644M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$338M
2
BlackRock
BlackRock
New York
+$334M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$251M
4
State Street
State Street
Massachusetts
+$235M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$195M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$191M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$165M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
1951
Quadrant Private Wealth Management
Pennsylvania
$443K -$4.99K -59 -1%
CWP
1952
Curated Wealth Partners
California
$443K – – –
ICM
1953
III Capital Management
Florida
$443K -$6.91M -81,799 -94%
THCM
1954
Taylor Hoffman Capital Management
Virginia
$442K +$442K +5,571 New
RRCM
1955
Rappaport Reiches Capital Management
Illinois
$441K +$845 +10 +0.2%
PP
1956
Pegasus Partners
Wisconsin
$441K +$62.5K +739 +17%
GWP
1957
Gateway Wealth Partners
Wisconsin
$440K -$15.8K -187 -3%
CCA
1958
Childress Capital Advisors
Texas
$440K -$2.62K -31 -0.6%
AWM
1959
Ameliora Wealth Management
Switzerland
$440K -$67.6K -800 -13%
MLFP
1960
MPS Loria Financial Planners
Illinois
$438K -$45.5K -538 -9%
KA
1961
Kozak & Associates
Colorado
$436K -$928 -11 -0.2%
PBO
1962
Peoples Bank (Ohio)
Ohio
$435K -$3.38K -40 -0.8%
PFA
1963
Pathway Financial Advisors
Vermont
$435K +$2.54K +30 +0.6%
GF
1964
Gries Financial
Ohio
$434K -$592 -7 -0.1%
KLCM
1965
KG&L Capital Management
Louisiana
$433K -$101K -1,200 -19%
RIM
1966
Rockbridge Investment Management
New York
$432K -$2.03K -24 -0.5%
LP
1967
LGL Partners
Pennsylvania
$430K +$4.4K +52 +1%
KCM
1968
Kathmere Capital Management
Pennsylvania
$429K +$429K +5,080 New
PMG
1969
Private Management Group
California
$429K – – –
BWM
1970
BCS Wealth Management
Tennessee
$429K – – –
SCM
1971
Saxony Capital Management
Missouri
$429K -$6.68K -79 -2%
NCTC
1972
New Covenant Trust Company
Indiana
$428K +$40.7K +482 +11%
AGC
1973
Aspen Grove Capital
Colorado
$428K – – –
KAM
1974
KEB Asset Management
Illinois
$428K +$41.8K +494 +11%
WP
1975
WMS Partners
Maryland
$427K +$185K +2,193 +77%
77 78
79
80 81