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NextEra Energy, Inc.
NEE

Overview Fund Activity

2,640 hedge funds and large institutions have $135B invested in NextEra Energy, Inc. in 2024 Q3 according to their latest regulatory filings, with 253 funds opening new positions, 1,086 increasing their positions, 1,003 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,640
Holders Change
+121
Holders Change %
+4.8%
% of All Funds
38.18%
Holding in Top 10
75
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+36.36%
% of All Funds
1.08%
New
253
Increased
1,086
Reduced
1,003
Closed
96
Calls
$2.61B
Puts
$2.48B
Net Calls
+$135M
Net Calls Change
-$644M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$338M
2
BlackRock
BlackRock
New York
+$334M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$251M
4
State Street
State Street
Massachusetts
+$235M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$195M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$422M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$373M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$191M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$165M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
2201
Murphy Middleton Hinkle & Parker
Georgia
$298K – – –
PFWA
2202
Paces Ferry Wealth Advisors
Georgia
$296K -$592 -7 -0.2%
PGA
2203
Portland Global Advisors
Maine
$296K +$8.03K +95 +3%
TCG
2204
Transcendent Capital Group
Oklahoma
$295K +$294K +3,478 +24,843%
MFG
2205
Mosaic Financial Group
Illinois
$295K -$16.5K -196 -5%
VAM
2206
Verity Asset Management
North Carolina
$294K +$294K +3,477 New
UFF
2207
USA Financial Formulas
Michigan
$293K -$26.6K -315 -8%
RWM
2208
Revisor Wealth Management
Ohio
$293K -$32.8K -388 -10%
SWM
2209
Sugarloaf Wealth Management
Georgia
$291K +$40.1K +474 +16%
FWM
2210
Foguth Wealth Management
Michigan
$291K -$43K -534 -13%
TCOTS
2211
Trust Company of the South
North Carolina
$290K – – –
HIC
2212
Harvey Investment Company
Kentucky
$290K – – –
SWM
2213
Silverlake Wealth Management
Vermont
$290K +$290K +3,430 New
SIGI
2214
Susquehanna International Group (Ireland)
Ireland
$289K -$198K -2,341 -41%
WPW
2215
Watershed Private Wealth
Illinois
$288K -$254 -3 -0.1%
FFWM
2216
Future Financial Wealth Management
Ohio
$287K – – –
EWA
2217
Etesian Wealth Advisors
Oregon
$285K -$15.2K -180 -5%
PCMC
2218
Private Capital Management (Colorado)
Colorado
$285K +$285K +3,373 New
SRC
2219
Shufro Rose & Co
New York
$285K – – –
ACM
2220
Avalon Capital Management
California
$284K – – –
PWP
2221
Parkwoods Wealth Partners
New York
$284K +$284K +3,357 New
WIM
2222
Warwick Investment Management
Texas
$283K +$6.26K +74 +2%
OCM
2223
Objective Capital Management
Ohio
$283K +$283K +3,350 New
SIG
2224
Sargent Investment Group
Maryland
$282K +$16.5K +195 +6%
USWIA
2225
UP Strategic Wealth Investment Advisors
Pennsylvania
$282K +$282K +3,341 New
87 88
89
90 91