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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 %
WSWA
1976
Warren Street Wealth Advisors
California
$277K +$20.5K +338 +8%
CIA
1977
Cape Investment Advisory
Georgia
$276K +$1.76K +29 +0.6%
SAM
1978
Strategy Asset Managers
California
$276K -$82.2K -1,353 -23%
SMA
1979
Seven Mile Advisory
New Jersey
$276K +$276K +4,538 New
HKIM
1980
Hayek Kallen Investment Management
Alabama
$275K – – –
DBG
1981
De Burlo Group
Massachusetts
$275K – – –
DAM
1982
Delta Asset Management
Tennessee
$275K -$10.3K -169 -4%
CWM
1983
Cahaba Wealth Management
Georgia
$274K +$121 +2 +0%
GAM
1984
Griffin Asset Management
New York
$273K – – –
CA
1985
Calton & Associates
Florida
$273K +$273K +4,496 New
MLFP
1986
MPS Loria Financial Planners
Illinois
$272K +$1.82K +30 +0.7%
WE
1987
Wealth Effects
Massachusetts
$272K -$71.2K -1,172 -21%
SA
1988
Skyline Advisors
Washington
$272K +$272K +4,472 New
BIP
1989
Blueprint Investment Partners
North Carolina
$271K +$28.1K +462 +12%
TSS
1990
Thomas Story & Son
Indiana
$271K – – –
BOM
1991
Bank of Marin
California
$270K -$47.3K -778 -15%
OCBCO
1992
Oversea-Chinese Banking Corp (OCBC)
Singapore
$270K +$42.7K +700 +19%
FWI
1993
Facet Wealth Inc
Maryland
$270K +$270K +4,797 New
Financial Engines Advisors
1994
Financial Engines Advisors
California
$269K -$342K -5,633 -56%
RL
1995
Rogco LP
Oklahoma
$269K +$156K +2,564 +137%
SI
1996
Seeds Investor
New York
$269K +$269K +4,427 New
VCM
1997
Vivaldi Capital Management
Illinois
$269K +$269K +4,864 New
MCA
1998
MSH Capital Advisors
Arizona
$268K +$268K +4,418 New
BFA
1999
Buttonwood Financial Advisors
Maryland
$268K – – –
CRI
2000
Colonial River Investments
Virginia
$268K -$24.4K -401 -8%
78 79
80
81 82