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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 %
HW
2101
Hamilton Wealth
California
$227K -$5.2M -85,675 -96%
NF
2102
Norwood Financial
Pennsylvania
$227K – – –
WP
2103
WealthShield Partners
North Carolina
$227K -$23.5K -387 -9%
TSW
2104
Thompson Siegel & Walmsley
Virginia
$227K -$304 -5 -0.1%
GWA
2105
Gratus Wealth Advisors
Virginia
$226K +$226K +3,720 New
SXL
2106
Summit X LLC
Missouri
$224K -$2.25K -37 -1%
MMHP
2107
Murphy Middleton Hinkle & Parker
Georgia
$223K -$20K -330 -8%
DAM
2108
Draper Asset Management
New York
$223K +$5.1K +84 +2%
GMA
2109
Glassy Mountain Advisors
Maryland
$222K +$222K +3,660 New
EAM
2110
Evanson Asset Management
California
$222K +$222K +3,652 New
ML
2111
McAdam LLC
Pennsylvania
$222K +$6.8K +112 +3%
AC
2112
Apella Capital
Connecticut
$221K -$26.1K -423 -11%
ACM
2113
AlphaStar Capital Management
North Carolina
$221K +$221K +3,640 New
MCM
2114
Mengis Capital Management
Oregon
$220K – – –
SC
2115
Scholtz & Company
Connecticut
$220K +$220K +3,625 New
SAF
2116
Smith Anglin Financial
Texas
$219K -$193K -3,181 -47%
IA
2117
Insight Advisors
Pennsylvania
$219K -$22.4K -368 -9%
FCG
2118
Fielder Capital Group
Tennessee
$219K +$219K +3,605 New
CB
2119
Centennial Bank
Arkansas
$219K -$23.9K -393 -10%
TF
2120
Theory Financial
Colorado
$218K – – –
EWA
2121
Etesian Wealth Advisors
Oregon
$217K +$217K +3,555 New
OPCM
2122
Osborne Partners Capital Management
California
$216K – – –
BP
2123
BCK Partners
New York
$216K – – –
EFG
2124
Ehrlich Financial Group
California
$216K +$216K +3,551 New
BWM
2125
Blossom Wealth Management
California
$215K +$215K +3,540 New
83 84
85
86 87