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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 %
ACA
2076
Affinity Capital Advisors
California
$277K – – –
B
2077
Bailard
California
$277K -$334K -3,998 -55%
OHIS
2078
Oak Harvest Investment Services
Texas
$276K +$16.6K +199 +6%
SIS
2079
Strategic Investment Solutions
Illinois
$276K +$276K +3,651 New
LWP
2080
LMG Wealth Partners
Louisiana
$276K +$276K +3,219 New
APWA
2081
Atlas Private Wealth Advisors
New Jersey
$276K -$6.19K -74 -2%
WA
2082
Wealth Architects
California
$275K -$41K -490 -13%
MAM
2083
McLean Asset Management
Virginia
$275K +$16.9K +202 +7%
NWM
2084
Northcape Wealth Management
New York
$275K -$220K -2,634 -44%
CFG
2085
Carr Financial Group
Massachusetts
$274K +$274K +3,275 New
ACM
2086
AlphaStar Capital Management
North Carolina
$272K +$272K +3,259 New
TFA
2087
Trinity Financial Advisors
Ohio
$272K – – –
CC
2088
Cornerstone Capital
California
$271K – – –
DGAM
2089
Desjardins Global Asset Management
Quebec, Canada
$271K +$271K +3,247 New
SA
2090
Strategic Advisors
New York
$270K -$669 -8 -0.2%
APW
2091
Acima Private Wealth
Virginia
$268K -$106K -1,271 -28%
RAM
2092
Riggs Asset Management
Pennsylvania
$268K – – –
SWM
2093
Silverlake Wealth Management
Vermont
$268K +$669 +8 +0.3%
NWA
2094
New World Advisors
Massachusetts
$268K – – –
CIP
2095
Capital Insight Partners
Arizona
$267K +$41.4K +495 +18%
SC
2096
Sawyer & Company
Massachusetts
$267K – – –
FOA
2097
Five Oceans Advisors
California
$267K – – –
CW
2098
CIC Wealth
Maryland
$265K +$265K +3,171 New
IPW
2099
Inlet Private Wealth
Florida
$265K – – –
FFA
2100
Fi3 Financial Advisors
Indiana
$264K +$264K +3,158 New
82 83
84
85 86