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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 %
IPW
2276
Impact Partnership Wealth
Georgia
$51.7K +$3.71K +61 +8%
RA
2277
Rise Advisors
New York
$49.7K +$48.3K +796 +3,461%
AWM
2278
Able Wealth Management
New Jersey
$49K +$49K +807 New
SR
2279
Syntax Research
Florida
$48.8K -$1.94K -32 -4%
GC
2280
Gould Capital
Washington
$48.8K +$2.79K +46 +6%
SAG
2281
Spotlight Asset Group
Illinois
$48.1K – – –
C
2282
Covestor
United Kingdom
$46K +$3.89K +64 +9%
FPB
2283
First PREMIER Bank
South Dakota
$45K – – –
PCTC
2284
Perkins Coie Trust Company
Washington
$44.9K -$15.4K -253 -25%
AP
2285
Arlington Partners
Alabama
$42.3K -$17.1K -282 -29%
NICM
2286
Neo Ivy Capital Management
New York
$40K +$40K +659 New
WIA
2287
Wetzel Investment Advisors
Indiana
$39K +$39K +646 New
SC
2288
Stephens Consulting
Michigan
$38.1K -$3.4K -56 -8%
OA
2289
Operose Advisors
Wisconsin
$37.9K -$78.1K -1,286 -67%
AWM
2290
Abound Wealth Management
Tennessee
$36.6K +$6.26K +103 +21%
VWM
2291
Valley Wealth Managers
New Jersey
$36.4K – – –
HFS
2292
HBC Financial Services
Washington
$36K +$36K +600 New
MWM
2293
Mascoma Wealth Management
New Hampshire
$35.7K -$9.05K -149 -20%
KFS
2294
Kelly Financial Services
Massachusetts
$35.3K +$8.56K +141 +32%
DF
2295
Dunhill Financial
United Kingdom
$34.9K +$34.9K +574 New
APF
2296
Alaska Permanent Fund
Alaska
$33.8K – – –
VWA
2297
Valued Wealth Advisors
Utah
$33.6K +$33.6K +587 New
RS
2298
Rakuten Securities
Japan
$33.6K +$33.6K +553 New
MAM
2299
Magellan Asset Management
Australia
$33.5K +$2.73K +45 +9%
BIA
2300
Bell Investment Advisors
California
$33K -$2.07K -34 -6%
90 91
92
93 94