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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 %
GHA
2001
GW Henssler & Associates
Georgia
$268K +$24.5K +403 +10%
FFWM
2002
Future Financial Wealth Management
Ohio
$267K – – –
TWM
2003
TriaGen Wealth Management
California
$267K – – –
KSWWM
2004
Keyes Stange & Wooten Wealth Management
Florida
$266K +$266K +4,373 New
ATC
2005
Advantage Trust Company
Kansas
$265K +$265K +4,370 New
CCG
2006
Cloverfields Capital Group
Minnesota
$265K +$265K +4,370 New
CWA
2007
CJM Wealth Advisers
Virginia
$265K +$265K +4,369 New
JSL
2008
JT Stratford LLC
Georgia
$265K -$47.5K -782 -15%
RWA
2009
Redhawk Wealth Advisors
Minnesota
$265K +$25.9K +426 +11%
CSWM
2010
Cassady Schiller Wealth Management
Ohio
$265K – – –
PB
2011
Pinnacle Bancorp
Nebraska
$265K +$35.9K +591 +16%
OSNBOA
2012
Old Second National Bank of Aurora
Illinois
$264K +$9.11K +150 +4%
CAC
2013
Certified Advisory Corp
Florida
$264K -$17.2K -283 -6%
CCA
2014
Cottonwood Capital Advisors
Utah
$263K +$263K +4,328 New
OWM
2015
Opes Wealth Management
California
$263K -$28.1K -462 -10%
C
2016
CEDRUS
Colorado
$262K +$262K +4,315 New
EF
2017
Exeter Financial
Arizona
$262K – – –
ZF
2018
Zhang Financial
Michigan
$262K -$2.43K -40 -0.9%
FWM
2019
Fairhaven Wealth Management
Illinois
$261K -$16.2K -266 -6%
LKIM
2020
Lawson Kroeker Investment Management
Nebraska
$261K – – –
EBA
2021
Eagle Bay Advisors
New York
$260K -$20.6K -340 -7%
FBC
2022
Fairfield, Bush & Co
Connecticut
$260K -$197K -3,239 -43%
MHR
2023
Matthew Hamilton Rosenberg
$260K -$2.79K -46 -1%
VPP
2024
Vertex Planning Partners
Illinois
$260K +$16.7K +275 +7%
UFF
2025
USA Financial Formulas
Michigan
$260K +$258K +4,254 +21,270%
79 80
81
82 83