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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 %
OAJ
2276
Ogorek Anthony Joseph
New York
$260K +$590 +7 +0.2%
VC
2277
Vicus Capital
Pennsylvania
$259K -$234K -2,771 -47%
TNBTD
2278
Trustmark National Bank Trust Department
Mississippi
$259K -$34.6K -409 -12%
CWMS
2279
Cannon Wealth Management Services
North Carolina
$258K +$258K +3,048 New
LOIP
2280
Live Oak Investment Partners
Texas
$255K -$208K – –
MIM
2281
Marco Investment Management
Georgia
$255K -$12.7K -150 -5%
NWM
2282
Northwest Wealth Management
Iowa
$255K +$1.44K +17 +0.6%
TFA
2283
Trinity Financial Advisors
Ohio
$254K -$3.81K -48 -1%
LKIM
2284
Lawson Kroeker Investment Management
Nebraska
$254K -$110K -1,300 -30%
CC
2285
Cornerstone Capital
California
$254K – – –
WLG
2286
Williamson Legacy Group
Indiana
$253K +$253K +2,996 New
LFP
2287
Lakeshore Financial Planning
Michigan
$253K +$2.2K +26 +0.9%
AP
2288
Appleton Partners
Massachusetts
$253K -$11K -130 -4%
SRL
2289
Scientech Research LLC
New Jersey
$252K +$252K +2,979 New
NWAG
2290
Net Worth Advisory Group
Utah
$251K +$251K +2,969 New
SWA
2291
Sax Wealth Advisors
New Jersey
$251K +$251K +2,968 New
ACA
2292
Anchor Capital Advisors
Massachusetts
$250K – – –
PWM
2293
Power Wealth Management
Georgia
$249K +$1.01K +12 +0.4%
FFA
2294
Frazier Financial Advisors
Ohio
$249K -$187K -2,211 -43%
ABTD
2295
Arvest Bank Trust Division
Oklahoma
$249K +$249K +2,945 New
BCA
2296
Bray Capital Advisors
Florida
$248K – – –
PFA
2297
Pinnacle Family Advisors
Missouri
$247K +$247K +2,928 New
MWM
2298
Merriman Wealth Management
Washington
$247K +$1.52K +18 +0.6%
CFO
2299
Callan Family Office
Pennsylvania
$247K +$247K +2,921 New
IA
2300
IFG Advisors
Missouri
$246K -$1.18K -14 -0.5%
90 91
92
93 94