NEE icon

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 %
JC
2001
JB Capital
Connecticut
$323K +$1K +12 +0.3%
AC
2002
Apella Capital
Connecticut
$322K +$74.2K +887 +30%
EFM
2003
E Fund Management
China
$322K -$11K -132 -3%
GC
2004
Garde Capital
Washington
$321K – – –
ACM
2005
Allred Capital Management
Texas
$319K +$7.78K +93 +2%
CF
2006
Corrigan Financial
Rhode Island
$319K +$334 +4 +0.1%
MWM
2007
MBE Wealth Management
Wisconsin
$318K -$2.42K -29 -0.8%
GHA
2008
GW Henssler & Associates
Georgia
$318K +$46.7K +559 +17%
WA1
2009
Wimmer Associates 1
California
$318K – – –
JWA
2010
JFS Wealth Advisors
Pennsylvania
$318K -$13.5K -162 -4%
BCPWM
2011
Bradley & Co Private Wealth Management
Florida
$317K – – –
Dimensional Fund Advisors
2012
Dimensional Fund Advisors
Texas
$317K +$4.29K +51,360 +1%
TWA
2013
Tandem Wealth Advisors
Arizona
$316K +$316K +3,782 New
LGG
2014
Luts & Greenleigh Group
Maryland
$316K +$316K +3,781 New
IAG
2015
Ipsen Advisor Group
Arkansas
$315K +$315K +3,770 New
CA
2016
Corrado Advisors
New Jersey
$315K -$6.69K -80 -2%
CWM
2017
Chemistry Wealth Management
New York
$314K +$314K +3,759 New
CWM
2018
Centric Wealth Management
Illinois
$313K -$51.5K -616 -14%
CWM
2019
Concentric Wealth Management
California
$313K -$20.9K -250 -6%
MCM
2020
Mengis Capital Management
Oregon
$313K -$23.3K -280 -7%
NF
2021
Norwood Financial
Pennsylvania
$313K – – –
TFS
2022
TrustCore Financial Services
Tennessee
$310K -$14.6K -175 -5%
OBWP
2023
O'Brien Wealth Partners
Massachusetts
$310K +$310K +3,710 New
KTC
2024
Kistler-Tiffany Companies
Pennsylvania
$310K +$418 +5 +0.1%
HWA
2025
Heritage Wealth Advisors
Virginia
$309K +$33.4K +400 +12%
79 80
81
82 83