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NextEra Energy, Inc.

2,295 hedge funds and large institutions have $92.8B invested in NextEra Energy, Inc. in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 1,017 increasing their positions, 898 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-103
Holders Change %
-4.3%
% of All Funds
36.59%
Holding in Top 10
29
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-50.85%
% of All Funds
0.46%
New
146
Increased
1,017
Reduced
898
Closed
220
Calls
$1.33B
Puts
$857M
Net Calls
+$474M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
JSAM
2001
J. Safra Asset Management
New York
$235K
KOC
2002
Koss-Olinger Consulting
Florida
$234K +$6.35K +111 +3%
SAM
2003
SignalPoint Asset Management
Missouri
$234K +$516 +9 +0.2%
WCWM
2004
Willow Creek Wealth Management
California
$233K -$12.8K -224 -5%
PTC
2005
Philadelphia Trust Company
Pennsylvania
$233K +$71.6K +1,250 +44%
WIA
2006
World Investment Advisors
California
$232K +$232K +4,054 New
AI
2007
Accredited Investors
Minnesota
$232K +$57 +1 +0%
WA
2008
Wealth Architects
California
$231K -$19.5K -340 -8%
FHB
2009
First Hawaiian Bank
Hawaii
$231K -$86.9K -1,516 -27%
LFA
2010
Legend Financial Advisors
Pennsylvania
$230K -$8.59K -150 -4%
GHA
2011
GW Henssler & Associates
Georgia
$230K -$18.3K -319 -7%
AC
2012
Apella Capital
Connecticut
$229K -$12.3K -215 -5%
BIP
2013
Blueprint Investment Partners
North Carolina
$229K +$3.95K +69 +2%
VPP
2014
Vertex Planning Partners
Illinois
$229K -$12.4K -216 -5%
MMHP
2015
Murphy Middleton Hinkle & Parker
Georgia
$229K
CFA
2016
Cahill Financial Advisors
Minnesota
$229K -$917 -16 -0.4%
CB
2017
Centennial Bank
Arkansas
$229K +$43.1K +752 +23%
LNWTC
2018
Laird Norton Wetherby Trust Company
Washington
$229K
TAM
2019
Townsend Asset Management
North Carolina
$228K -$96.1K -1,677 -30%
HI
2020
Hoey Investments
Pennsylvania
$228K -$31.2K -545 -12%
PBO
2021
Peoples Bank (Ohio)
Ohio
$228K -$93.4K -1,630 -29%
MWA
2022
Meridian Wealth Advisors
Texas
$228K +$6.47K +113 +3%
MCP
2023
Mirador Capital Partners
California
$228K -$22.9K -399 -9%
SN
2024
Sittner & Nelson
Oregon
$228K
IA
2025
Insight Advisors
Pennsylvania
$228K -$802 -14 -0.4%