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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 %
MLA
2201
MB, Levis & Associates
Pennsylvania
$136K -$492K -8,104 -78%
LA
2202
LM Advisors
California
$136K +$136K +2,240 New
PCMC
2203
Planning Capital Management Corporation
Pennsylvania
$134K +$134K +2,206 New
LTI
2204
Laffer Tengler Investments
Tennessee
$134K – – –
RA
2205
Rational Advisors
New York
$131K -$173K -2,843 -57%
DCM
2206
Davis Capital Management
Florida
$129K +$129K +2,127 New
FWM
2207
FSA Wealth Management
Massachusetts
$128K +$128K +2,105 New
HIM
2208
Hillsdale Investment Management
Ontario, Canada
$127K – – –
HF
2209
Halpern Financial
Virginia
$126K +$126K +2,031 New
HBW
2210
Hazlett, Burt & Watson
West Virginia
$121K -$17.8K -289 -13%
CPG
2211
Custom Portfolio Group
Colorado
$121K +$121K +1,992 New
HMS
2212
Hanseatic Management Services
New Mexico
$121K +$850 +14 +0.7%
SCM
2213
Silvant Capital Management
Georgia
$118K – – –
HB
2214
Horizon Bancorp
Indiana
$116K +$7.6K +125 +7%
EWP
2215
Elevation Wealth Partners
California
$115K – – –
GJIA
2216
Glass Jacobson Investment Advisors
Maryland
$113K – – –
TFIPS
2217
Towarzystwo Funduszy Inwestycyjnych PZU SA
$110K +$110K +1,812 New
TFGT
2218
TS Financial Group (TSFG)
Illinois
$109K -$9.28K -153 -8%
TCM
2219
TD Capital Management
Tennessee
$108K +$1.7K +28 +2%
WBC
2220
West Branch Capital
Massachusetts
$108K -$14.1K -232 -12%
HGERS
2221
Householder Group Estate & Retirement Specialist
Arizona
$107K -$23.1K -380 -18%
EPW
2222
Evergreen Private Wealth
Colorado
$104K +$104K +1,718 New
MSWM
2223
Mowery & Schoenfeld Wealth Management
Illinois
$102K +$102K +1,680 New
ETC
2224
Exchange Traded Concepts
Oklahoma
$101K -$277K -4,565 -73%
DMBA
2225
Deseret Mutual Benefit Administrators
Utah
$101K -$14.6K -240 -13%
87 88
89
90 91