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NextEra Energy, Inc.

2,392 hedge funds and large institutions have $123B invested in NextEra Energy, Inc. in 2023 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 1,035 increasing their positions, 912 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,392
Holders Change
-66
Holders Change %
-2.69%
% of All Funds
38.28%
Holding in Top 10
91
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-14.15%
% of All Funds
1.46%
New
142
Increased
1,035
Reduced
912
Closed
159
Calls
$1.22B
Puts
$1.12B
Net Calls
+$94.9M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Shares
Change %
OBWP
2026
O'Brien Wealth Partners
Massachusetts
$278K -$7.63K -99 -3%
MCM
2027
Marathon Capital Management
Maryland
$277K
PGWM
2028
Parisi Gray Wealth Management
New Jersey
$277K -$1.54K -20 -0.6%
GF
2029
Gries Financial
Ohio
$277K -$56.5K -733 -17%
EAM
2030
Eventide Asset Management
Massachusetts
$277K +$107K +1,387 +63%
JWA
2031
JFS Wealth Advisors
Pennsylvania
$277K -$16.1K -209 -6%
NFC
2032
Northeast Financial Consultants
Connecticut
$277K +$1K +13 +0.4%
TF
2033
Theory Financial
Colorado
$277K
KWS
2034
Keystone Wealth Services
California
$276K +$10.5K +136 +4%
RIA
2035
Regal Investment Advisors
Michigan
$275K +$4.24K +55 +2%
VPP
2036
Vertex Planning Partners
Illinois
$274K -$119K -1,550 -30%
SC
2037
Scholtz & Company
Connecticut
$273K +$273K +3,540 New
LGG
2038
Luts & Greenleigh Group
Maryland
$273K -$18.5K -240 -6%
VC
2039
Vicus Capital
Pennsylvania
$273K -$35.6K -462 -12%
TCM
2040
Towercrest Capital Management
Pennsylvania
$272K +$1.54K +20 +0.6%
HIC
2041
Harvey Investment Company
Kentucky
$272K
RIS
2042
Retirement Income Solutions
Michigan
$272K
SFG
2043
SNS Financial Group
Minnesota
$272K -$5.24K -68 -2%
3IP
2044
3Chopt Investment Partners
Virginia
$271K +$9.87K +128 +4%
SIC
2045
Sigma Investment Counselors
Michigan
$271K +$56.4K +732 +26%
TWP
2046
Tower Wealth Partners
Pennsylvania
$270K +$8.02K +104 +3%
AWMG
2047
Alliance Wealth Management Group
New Jersey
$270K +$1.54K +20 +0.6%
MFG
2048
Monte Financial Group
Connecticut
$270K -$38.5K -500 -13%
IFS
2049
Ifrah Financial Services
Arkansas
$270K
JCM
2050
Jacobsen Capital Management
Utah
$269K +$269K +3,496 New