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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 %
MSG
2251
Main Street Group
Virginia
$82K +$82K +1,349 New
NCM
2252
Northwest Capital Management
Oregon
$78.6K -$32K -527 -29%
BHWM
2253
Beaird Harris Wealth Management
Texas
$78.2K +$1.94K +32 +3%
NFSG
2254
Newbridge Financial Services Group
Florida
$77.6K -$24.6K -405 -24%
JFA
2255
JNBA Financial Advisors
Minnesota
$77.6K -$1.52K -25 -2%
SC
2256
Solstein Capital
California
$77.5K – – –
TVAMP
2257
Tennessee Valley Asset Management Partners
Tennessee
$76.6K +$76.6K +1,261 New
BCFD
2258
Boit C.F. David
$74.4K +$74.4K +1,200 New
GG
2259
Greenwood Gearhart
Arkansas
$72.9K +$72.9K +1,200 New
FDCP
2260
Foster Dykema Cabot & Partners
Massachusetts
$71.2K +$71.2K +1,172 New
NMM
2261
Naples Money Management
Florida
$70.3K +$70.3K +1,158 New
VL
2262
Vima LLC
Michigan
$67.3K +$67.3K +1,108 New
LPP
2263
Life Planning Partners
Florida
$66.8K +$66.8K +1,100 New
WAS
2264
Winch Advisory Services
Wisconsin
$66.4K +$18.5K +305 +39%
SC
2265
Steph & Co
Wisconsin
$63.6K -$10.1K -167 -14%
PWA
2266
Provenance Wealth Advisors
Florida
$63.2K +$28.2K +464 +80%
MBFW
2267
Morton Brown Family Wealth
Pennsylvania
$63K +$1.34K +22 +2%
LFG
2268
Larson Financial Group
Missouri
$60.3K -$24.4K -402 -29%
BHWM
2269
Bay Harbor Wealth Management
Maryland
$56.5K +$10.4K +172 +23%
CFS
2270
CGC Financial Services
Oregon
$56.2K – – –
CPG
2271
Cornerstone Planning Group
New Jersey
$54.5K -$2.73K -45 -5%
KWAG
2272
Kiely Wealth Advisory Group
North Carolina
$53.5K +$53.5K +916 New
WAG
2273
Wiser Advisor Group
Arizona
$53K +$53K +872 New
PA
2274
Pineridge Advisors
Missouri
$52.8K +$52.8K +869 New
CB
2275
CNB Bank
Pennsylvania
$52.8K – – –
89 90
91
92 93