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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 %
WAM
2076
Walker Asset Management
Missouri
$238K +$238K +3,922 New
VCG
2077
Vantage Consulting Group
Virginia
$238K +$14.2K +234 +6%
MWM
2078
MBE Wealth Management
Wisconsin
$238K +$2.31K +38 +1%
WTA
2079
Washington Trust Advisors
Massachusetts
$237K – – –
SAW
2080
Signal Advisors Wealth
Michigan
$237K +$237K +3,897 New
PBO
2081
Peoples Bank (Ohio)
Ohio
$237K -$5.04K -83 -2%
FSC
2082
Full Sail Capital
Oklahoma
$236K -$181K -2,987 -43%
LWM
2083
Liberty Wealth Management
California
$236K +$365 +6 +0.2%
SWMG
2084
Signature Wealth Management Group
Georgia
$236K +$236K +3,884 New
CBT
2085
CoreFirst Bank & Trust
Kansas
$234K -$5.47K -90 -2%
B
2086
Bridgeworth
Alabama
$234K -$2.13K -35 -0.9%
AI
2087
Accredited Investors
Minnesota
$234K -$12.1K -200 -5%
VCM
2088
Versant Capital Management
Arizona
$234K -$1.82K -30 -0.8%
RCM
2089
Raleigh Capital Management
North Carolina
$233K +$27K +444 +13%
AGWCA
2090
Annis Gardner Whiting Capital Advisors
Florida
$233K +$55.4K +912 +31%
FHB
2091
First Hawaiian Bank
Hawaii
$232K -$12.9K -213 -5%
NRC
2092
New Republic Capital
North Carolina
$232K +$232K +3,816 New
WA1
2093
Wimmer Associates 1
California
$231K -$19K -312 -8%
RWP
2094
Revolve Wealth Partners
New Jersey
$230K +$230K +3,791 New
BCPWM
2095
Bradley & Co Private Wealth Management
Florida
$230K – – –
TNBTD
2096
Trustmark National Bank Trust Department
Mississippi
$230K -$139K -2,284 -38%
MWA
2097
Meridian Wealth Advisors
Texas
$230K -$12K -198 -5%
BRG
2098
Bay Rivers Group
Virginia
$229K +$13.7K +225 +6%
WCWM
2099
Willow Creek Wealth Management
California
$229K -$18.5K -304 -7%
JSAM
2100
J. Safra Asset Management
New York
$228K -$20.5K -338 -8%
82 83
84
85 86