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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 %
SP
2126
Stonebrook Private
Michigan
$215K +$215K +3,537 New
CFS
2127
Commonwealth Financial Services
West Virginia
$214K -$5.95K -98 -3%
KIG
2128
Kessler Investment Group
Indiana
$214K +$214K +3,525 New
SQA
2129
Simon Quick Advisors
New Jersey
$213K -$147K -2,419 -41%
FA
2130
Fermata Advisors
California
$213K -$10.9K -179 -5%
TCM
2131
Towercrest Capital Management
Pennsylvania
$213K -$2K -33 -0.9%
AWMG
2132
Alliance Wealth Management Group
New Jersey
$212K +$212K +3,488 New
JWA
2133
JFS Wealth Advisors
Pennsylvania
$212K +$7.53K +124 +4%
CWG
2134
Cornerstone Wealth Group
North Carolina
$211K -$4.31M -70,952 -95%
OA
2135
Oracle Alpha
Ontario, Canada
$211K +$211K +3,479 New
SIS
2136
Strategic Investment Solutions
Illinois
$211K -$6.18M -101,850 -97%
BGAI
2137
Bruce G. Allen Investments
Colorado
$210K +$210K +3,460 New
PPW
2138
Presilium Private Wealth
Pennsylvania
$209K +$209K +3,448 New
ACA
2139
Affinity Capital Advisors
California
$209K -$7.17K -118 -3%
PP
2140
Pacifica Partners
Canada
$209K – – –
HIC
2141
Harvey Investment Company
Kentucky
$208K +$208K +3,432 New
SCP
2142
Sivia Capital Partners
California
$208K +$208K +3,419 New
PGA
2143
Portland Global Advisors
Maine
$207K +$207K +3,412 New
AWM
2144
Austin Wealth Management
Texas
$207K +$1.14K +20 +0.6%
JC
2145
JB Capital
Connecticut
$206K -$25.5K -419 -11%
GA
2146
Geller Advisors
New York
$206K -$21.4K -352 -9%
GF
2147
Gries Financial
Ohio
$205K -$58.2K -958 -22%
DWA
2148
Dougherty Wealth Advisers
Minnesota
$205K – – –
WFMPM
2149
Woodley Farra Manion Portfolio Management
Indiana
$204K +$204K +3,366 New
FWM
2150
FMFE Wealth Management
New York
$204K +$204K +3,357 New
84 85
86
87 88