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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 %
HFP
2026
Holistic Financial Partners
Indiana
$259K -$14.6K -241 -5%
LA
2027
Legacy Advisors
Pennsylvania
$259K +$259K +4,266 New
AGC
2028
Aspen Grove Capital
Colorado
$258K -$48.1K -846 -16%
1WA
2029
180 Wealth Advisors
Washington
$258K +$4.13K +67 +2%
NHC
2030
Nicholas Hoffman & Company
Georgia
$257K -$38K -626 -13%
CD
2031
Chapin Davis
Maryland
$256K +$364 +6 +0.1%
TWA
2032
Tandem Wealth Advisors
Arizona
$255K – – –
PBC
2033
Pavion Blue Capital
California
$255K -$121K -2,000 -32%
APA
2034
Astoria Portfolio Advisors
New York
$254K -$387K -6,881 -60%
LGG
2035
Luts & Greenleigh Group
Maryland
$254K +$1.22K +20 +0.5%
VC
2036
Vicus Capital
Pennsylvania
$253K -$196K -3,221 -44%
GAB
2037
German American Bancorp
Indiana
$253K -$13.7K -226 -5%
RCA
2038
Resonant Capital Advisors
Wisconsin
$253K +$253K +4,161 New
PMSA
2039
Patrick M. Sweeney & Associates
Illinois
$251K +$251K +4,137 New
WPC
2040
White Pine Capital
Minnesota
$251K -$646K -10,633 -72%
CA
2041
Centerpoint Advisors
Massachusetts
$251K -$48.7K -802 -16%
TIA
2042
Tiemann Investment Advisors
California
$250K -$14K -230 -5%
MPI
2043
Mairs & Power Inc
Minnesota
$250K -$24.3K -400 -9%
MFS
2044
Mirabella Financial Services
United Kingdom
$249K -$482K -7,929 -66%
LG
2045
LaFleur & Godfrey
Michigan
$249K – – –
KOC
2046
Koss-Olinger Consulting
Florida
$249K +$243 +4 +0.1%
OBWP
2047
O'Brien Wealth Partners
Massachusetts
$249K +$29.2K +481 +13%
SAM
2048
SignalPoint Asset Management
Missouri
$248K +$607 +10 +0.2%
NC
2049
NBW Capital
Massachusetts
$247K +$247K +4,071 New
TPWA
2050
TRUE Private Wealth Advisors
Oregon
$247K +$247K +4,071 New
80 81
82
83 84