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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 %
GCM
2176
Gables Capital Management
Florida
$183K +$20.2K +333 +12%
VNA
2177
Valley National Advisers
Pennsylvania
$181K -$3.27K -54 -2%
LJHT
2178
Laurie J. Hall Trustee
$181K – – –
CCM
2179
Chilton Capital Management
Texas
$178K +$3.1K +51 +2%
BCA
2180
Bray Capital Advisors
Florida
$177K – – –
SWM
2181
Sugarloaf Wealth Management
Georgia
$177K +$12.5K +206 +8%
SC
2182
Sawyer & Company
Massachusetts
$175K – – –
CAL
2183
Capital Advisors Ltd
Ohio
$175K +$7.1K +117 +4%
FFA
2184
Frazier Financial Advisors
Ohio
$175K +$175K +2,880 New
AT
2185
Arlington Trust
Alabama
$171K +$112K +1,844 +189%
NSG
2186
Nalls Sherbakoff Group
Tennessee
$168K -$135K -2,218 -44%
MFG
2187
Mendota Financial Group
Wisconsin
$166K +$164K +2,708 +9,027%
AFS
2188
Annapolis Financial Services
Maryland
$165K -$5.47K -90 -3%
A
2189
AJOVista
Massachusetts
$162K +$162K +2,671 New
LFA
2190
Livelsberger Financial Advisory
Ohio
$157K +$157K +2,585 New
APW
2191
Acima Private Wealth
Virginia
$153K -$32.8K -540 -18%
CCM
2192
CAAS Capital Management
New York
$152K +$152K +2,500 New
GGI
2193
Godsey & Gibb Inc
Virginia
$152K -$5.53K -91 -4%
AEPWM
2194
Atlantic Edge Private Wealth Management
Florida
$151K +$151K +2,493 New
CWA
2195
Core Wealth Advisors
Florida
$151K +$135K +2,223 +855%
Loomis, Sayles & Company
2196
Loomis, Sayles & Company
Massachusetts
$148K -$463K -7,594 -76%
WIM
2197
Westside Investment Management
California
$146K – – –
OIA
2198
Optimum Investment Advisors
Illinois
$146K -$122K -2,002 -45%
LOIP
2199
Live Oak Investment Partners
Texas
$138K -$131K – –
TC
2200
Trust Company
Kansas
$137K -$340K -5,600 -71%
86 87
88
89 90