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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 %
TSWM
2151
Tyler-Stone Wealth Management
Ohio
$204K -$18.2K -300 -8%
MCM
2152
Marathon Capital Management
Maryland
$203K +$203K +3,350 New
LCM
2153
Leisure Capital Management
California
$203K +$203K +3,344 New
RFN
2154
RDA Financial Network
Iowa
$203K +$203K +3,340 New
SA
2155
Sage Advisors
Colorado
$203K +$203K +3,336 New
SRC
2156
Shufro Rose & Co
New York
$202K – – –
OWA
2157
ORBA Wealth Advisors
Illinois
$202K +$202K +3,320 New
PMG
2158
Private Management Group
California
$201K -$15.4K -253 -7%
VCM
2159
Virtue Capital Management
Tennessee
$201K +$23K +372 +13%
WHCI
2160
W.H. Cornerstone Investments
Massachusetts
$201K -$94.3K -1,551 -32%
CFG
2161
Carr Financial Group
Massachusetts
$201K -$47.7K -786 -19%
MF
2162
Meridian Financial
Massachusetts
$201K +$201K +3,302 New
CWM
2163
CarsonAllaria Wealth Management
Illinois
$201K +$121 +2 +0.1%
HI
2164
Hoey Investments
Pennsylvania
$200K -$41.6K -685 -17%
AAP
2165
Arax Advisory Partners
Colorado
$200K -$35.9K -591 -15%
OAJ
2166
Ogorek Anthony Joseph
New York
$198K -$563K -9,293 -74%
IWP
2167
IAG Wealth Partners
Wisconsin
$194K – – –
RAM
2168
Riggs Asset Management
Pennsylvania
$194K – – –
TFM
2169
TFC Financial Management
Massachusetts
$191K -$11.7K -193 -6%
ECM
2170
Elgethun Capital Management
South Dakota
$191K – – –
OCM
2171
Orion Capital Management
California
$190K – – –
TLCM
2172
Twin Lakes Capital Management
California
$187K +$304 +5 +0.2%
CH
2173
Canton Hathaway
Rhode Island
$186K – – –
KLWA
2174
Kelly Lawrence W & Associates
California
$186K – – –
LF
2175
Lee Financial
Texas
$183K +$12.3K +202 +7%
85 86
87
88 89