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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 %
AO
2026
Advisor OS
Illinois
$309K -$30.5K -365 -9%
CFA
2027
Cahill Financial Advisors
Minnesota
$308K -$2.26K -27 -0.7%
KCM
2028
Kathmere Capital Management
Pennsylvania
$308K +$18.8K +225 +7%
TSWM
2029
Tyler-Stone Wealth Management
Ohio
$306K -$10K -120 -3%
1WA
2030
180 Wealth Advisors
Washington
$304K -$3.21K -42 -1%
SCM
2031
Stonebridge Capital Management
California
$304K -$201K -2,400 -40%
GA
2032
Geller Advisors
New York
$304K +$73.2K +876 +32%
AWP
2033
Atlas Wealth Partners
Pennsylvania
$303K +$303K +3,980 New
PGWM
2034
Parisi Gray Wealth Management
New Jersey
$303K -$1.17K -14 -0.4%
CII
2035
Capital International Inc
California
$302K +$302K +3,616 New
VAM
2036
Verity Asset Management
North Carolina
$302K -$180K -2,148 -37%
HBWM
2037
Hollow Brook Wealth Management
New York
$302K -$17.9K -214 -6%
GSIS
2038
Global Strategic Investment Solutions
Arizona
$302K -$30.1K -360 -9%
MCM
2039
Marathon Capital Management
Maryland
$301K – – –
SFG
2040
SNS Financial Group
Minnesota
$301K +$23.3K +279 +8%
SWM
2041
Stockman Wealth Management
Montana
$300K -$5.77K -69 -2%
TF
2042
Theory Financial
Colorado
$300K +$300K +3,588 New
NFC
2043
Northeast Financial Consultants
Connecticut
$299K +$836 +10 +0.3%
ARMT
2044
Amica Retiree Medical Trust
Rhode Island
$298K -$71.8K -858 -19%
OPCM
2045
Osborne Partners Capital Management
California
$298K -$3.85K -46 -1%
LCM
2046
Leisure Capital Management
California
$297K +$9.45K +113 +3%
HIC
2047
Harvey Investment Company
Kentucky
$295K – – –
RIS
2048
Retirement Income Solutions
Michigan
$295K +$295K +3,528 New
NRC
2049
New Republic Capital
North Carolina
$294K +$294K +3,519 New
MA
2050
McBroom & Associates
Nevada
$294K +$13.1K +157 +5%
80 81
82
83 84