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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 %
PTC
2051
Philadelphia Trust Company
Pennsylvania
$247K – – –
LFA
2052
Legend Financial Advisors
Pennsylvania
$247K +$3.04K +50 +1%
SAM
2053
Seelaus Asset Management
New Jersey
$247K -$12.1K -200 -5%
GSIS
2054
Global Strategic Investment Solutions
Arizona
$247K +$31.2K +514 +14%
WA
2055
Wealth Architects
California
$246K +$1.34K +22 +0.5%
WA
2056
Wealthstream Advisors
New York
$246K +$246K +4,056 New
3IP
2057
3Chopt Investment Partners
Virginia
$246K +$246K +4,051 New
IWP
2058
Invenio Wealth Partners
Florida
$246K -$31.7K -522 -11%
GB
2059
Goepper Burkhardt
South Carolina
$245K -$4.92K -87 -2%
JWM
2060
Janiczek Wealth Management
Colorado
$243K +$120K +1,981 +98%
ACM
2061
Adalta Capital Management
New York
$243K -$1.64M -27,072 -87%
PP
2062
Pingora Partners
Wyoming
$243K +$243K +4,000 New
CF
2063
Clarity Financial
Texas
$243K -$64.3K -1,059 -21%
MCP
2064
Mirador Capital Partners
California
$242K +$121 +2 +0.1%
SN
2065
Sittner & Nelson
Oregon
$242K – – –
CFA
2066
Cahill Financial Advisors
Minnesota
$241K -$1.52K -25 -0.6%
RRCM
2067
Rappaport Reiches Capital Management
Illinois
$241K +$4.92K +81 +2%
SB
2068
Sunflower Bank
Texas
$240K +$240K +3,951 New
SWP
2069
Significant Wealth Partners
Illinois
$240K +$240K +3,951 New
AIP
2070
ARS Investment Partners
New York
$240K – – –
SFB
2071
STAR Financial Bank
Indiana
$240K -$29.8K -490 -11%
RWM
2072
Revisor Wealth Management
Ohio
$239K -$65.4K -1,077 -21%
MS
2073
Marshall & Sullivan
Washington
$239K – – –
SWM
2074
Stockman Wealth Management
Montana
$239K +$20.3K +334 +9%
BW
2075
BIP Wealth
Georgia
$239K -$42.2K -694 -15%
81 82
83
84 85