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 %
SFC
2001
Swisher Financial Concepts
Ohio
$413K – – –
AWP
2002
Atlas Wealth Partners
Pennsylvania
$412K -$25.8K -305 -6%
SPWG
2003
Syntegra Private Wealth Group
Missouri
$412K +$8.71K +103 +2%
WSWA
2004
Warren Street Wealth Advisors
California
$411K -$12.5K -148 -3%
WHCI
2005
W.H. Cornerstone Investments
Massachusetts
$410K +$410K +4,851 New
CNWM
2006
Clay Northam Wealth Management
California
$410K +$5.07K +60 +1%
SPWG
2007
Sage Private Wealth Group
Illinois
$409K +$120K +1,414 +41%
MAWA
2008
Moss Adams Wealth Advisors
Washington
$409K +$29K +343 +8%
IC
2009
Iconiq Capital
California
$408K +$408K +4,824 New
CM
2010
Cercano Management
Washington
$408K +$408K +4,824 New
CSWG
2011
Cardinal Strategic Wealth Guidance
Kentucky
$408K +$408K +4,822 New
NHC
2012
Nicholas Hoffman & Company
Georgia
$407K +$25.7K +304 +7%
LF
2013
LifePlan Financial
Minnesota
$406K -$13.5K -160 -3%
GCP
2014
GSA Capital Partners
United Kingdom
$406K +$406K +4,802 New
DBG
2015
De Burlo Group
Massachusetts
$406K – – –
NL
2016
Navalign LLC
California
$404K – – –
CV
2017
Counterweight Ventures
North Carolina
$402K – – –
PSFG
2018
Prairie Sky Financial Group
Illinois
$402K +$2.37K +28 +0.6%
Capstone Investment Advisors
2019
Capstone Investment Advisors
New York
$402K -$40.1K -474 -9%
CW
2020
Code Waechter
Florida
$401K +$401K +4,748 New
MFT
2021
Moisand Fitzgerald Tamayo
Florida
$401K -$1.35K -16 -0.3%
AT
2022
Arlington Trust
Alabama
$399K +$3.04K +36 +0.8%
CA
2023
Calton & Associates
Florida
$399K +$399K +4,714 New
PB
2024
Pinnacle Bancorp
Nebraska
$398K +$16.9K +200 +4%
HPM
2025
Hoxton Planning & Management
West Virginia
$398K +$398K +4,707 New
79 80
81
82 83