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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 %
AI
2351
AXS Investments
New York
$11.8K -$2.79K -46 -19%
FGAM
2352
Financial Gravity Asset Management
Texas
$11.4K +$287 +5 +3%
BMC
2353
Bear Mountain Capital
Washington
$9.96K +$9.96K +165 New
BAM
2354
Byrne Asset Management
New Jersey
$9.94K -$1.03K -17 -9%
HWM
2355
HighMark Wealth Management
Minnesota
$9.9K – – –
GWSA
2356
Global Wealth Strategies & Associates
Colorado
$9.54K – – –
CCMI
2357
Creative Capital Management Investments
California
$8.75K -$10.2K -168 -54%
DFA
2358
DHJJ Financial Advisors
Illinois
$8.26K – – –
BCM
2359
Bluefin Capital Management
New York
$7.99K +$7.99K +131 New
FFL
2360
Financial Freedom LLC
Ohio
$7.96K +$61 +1 +0.8%
RFG
2361
REAP Financial Group
Texas
$7.92K +$7.92K +130 New
IHWM
2362
Iron Horse Wealth Management
Iowa
$7.59K +$6.07K +100 +400%
WWM
2363
Wolff Wiese Magana
California
$7.11K -$672K -11,069 -99%
PS
2364
PayPay Securities
Japan
$7.05K +$2.13K +35 +43%
MDCM
2365
Morgan Dempsey Capital Management
Wisconsin
$7.05K – – –
OCM
2366
Osterweis Capital Management
California
$6.92K -$32.4K -533 -82%
TFA
2367
Toth Financial Advisory
Virginia
$6.8K -$21.3K -350 -76%
FFO
2368
Fortitude Family Office
Arizona
$6.44K +$6.44K +106 New
SFA
2369
Semmax Financial Advisors
North Carolina
$6.26K +$55 +1 +0.9%
GIS
2370
Grayhawk Investment Strategies
Alberta, Canada
$6.2K – – –
GAMC
2371
Garner Asset Management Corp
Texas
$5.62K +$5.62K +101 New
CIM
2372
Contravisory Investment Management
Massachusetts
$5.35K – – –
IWA
2373
IBEX Wealth Advisors
New Jersey
$5.06K -$3M -49,183 -100%
AA
2374
AlphaMark Advisors
Kentucky
$5K – – –
TCM
2375
Tradewinds Capital Management
Washington
$4.86K – – –
93 94
95
96 97