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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 %
GA
2226
GoalVest Advisory
New York
$99.2K +$47.1K +775 +90%
BCM
2227
Blume Capital Management
California
$98.8K – – –
GFPC
2228
Global Financial Private Client
Florida
$97.7K -$126K -2,074 -56%
SWC
2229
Spectrum Wealth Counsel
Indiana
$97.2K +$97.2K +1,600 New
ODG
2230
O'Dell Group
Ohio
$96.6K +$96.6K +1,591 New
DWM
2231
Dogwood Wealth Management
Kansas
$96.3K +$96.3K +1,586 New
FMP
2232
Financial Management Professionals
Texas
$96K -$25.9K -426 -21%
CM
2233
Castleark Management
Illinois
$94.8K – – –
Credit Agricole
2234
Credit Agricole
France
$94.7K -$3.76M -61,926 -98%
TIM
2235
Tortoise Investment Management
New York
$94.5K -$1.22K -20 -1%
FCG
2236
Financial Connections Group
California
$94K – – –
AA
2237
Addison Advisors
Vermont
$93.9K – – –
AWM
2238
AllSquare Wealth Management
New York
$92.6K – – –
HWA
2239
HHM Wealth Advisors
Tennessee
$92.1K +$61 +1 +0.1%
PO
2240
Private Ocean
California
$91.5K -$7.41K -122 -7%
PA
2241
PSI Advisors
Florida
$91.3K +$121 +2 +0.1%
BC
2242
Barrett & Company
Rhode Island
$90.9K -$24.3K -400 -21%
CWM
2243
Compass Wealth Management
Connecticut
$89K – – –
FP
2244
Financial Perspectives
Minnesota
$88.4K – – –
RFG
2245
RFP Financial Group
Georgia
$87.9K +$5.77K +95 +7%
SWM
2246
Sanctuary Wealth Management
Idaho
$87K – – –
NFA
2247
Northwest Financial Advisors
Virginia
$86.7K +$86.7K +1,428 New
Kayne Anderson Rudnick Investment Management
2248
Kayne Anderson Rudnick Investment Management
California
$86.2K -$9.04M -148,825 -99%
TIM
2249
Thompson Investment Management
Wisconsin
$86K – – –
CL
2250
CSS LLC
Illinois
$85.5K +$85.5K +1,408 New
88 89
90
91 92