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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 %
SCA
2301
Stuart Chaussee & Associates
California
$32.8K +$24.9K +410 +315%
TCA
2302
Trifecta Capital Advisors
Illinois
$32.7K +$61 +1 +0.2%
TWD
2303
True Wealth Design
Ohio
$32.1K +$6.32K +104 +25%
W
2304
WealthCollab
Washington
$30.7K +$30.7K +505 New
FSWA
2305
Financial Synergies Wealth Advisors
Texas
$29.7K -$1.42K -17 -5%
BFPW
2306
BOK Financial Private Wealth
Colorado
$28.6K +$28.6K +471 New
CIR
2307
Clear Investment Research
Georgia
$27.8K +$22.1K +364 +387%
GWM
2308
Guardian Wealth Management
Illinois
$27.7K -$1.46K -24 -5%
IFS
2309
Intelligent Financial Strategies
Minnesota
$26.5K – – –
NMG
2310
New Millennium Group
Utah
$25.9K -$1.46K -24 -5%
AW
2311
Avion Wealth
Texas
$25K +$3.06K +50 +14%
RG
2312
Retirement Group
California
$24.4K +$122 +2 +0.5%
EC
2313
EdgeRock Capital
Colorado
$24.4K +$24.4K +419 New
UIA
2314
Ulland Investment Advisors
Minnesota
$24K – – –
LIWM
2315
Long Island Wealth Management
New York
$24K +$24K +388 New
PWMG
2316
Private Wealth Management Group
New Jersey
$23K +$23K +379 New
PS
2317
Planned Solutions
California
$22.3K +$22.3K +367 New
SA
2318
Scarborough Advisors
Maryland
$22.1K +$22.1K +363 New
TCM
2319
Traynor Capital Management
Pennsylvania
$21.4K -$536K -8,831 -96%
BBPWM
2320
Blue Bell Private Wealth Management
Pennsylvania
$20.9K +$4.97K +82 +31%
AP
2321
Aspect Partners
Virginia
$20.6K +$20.6K +339 New
VWWMG
2322
Vermillion & White Wealth Management Group
Pennsylvania
$19.9K +$19.9K +327 New
TVWM
2323
Tower View Wealth Management
Wisconsin
$19K -$1.32M -22,262 -99%
ME
2324
McIlrath & Eck
Washington
$18.5K -$7.29K -120 -28%
UOTTAIMCU
2325
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$17.4K -$62.7K -1,033 -78%
91 92
93
94 95