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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
35.19%
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 %
PK
2376
Pflug Koory
Nebraska
$4.62K – – –
RAM
2377
Readystate Asset Management
Illinois
$4.31K +$4.31K +71 New
LWANC
2378
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.2K – – –
PCWA
2379
Pacific Capital Wealth Advisors
California
$4.13K +$4.13K +68 New
CAS
2380
Coppell Advisory Solutions
Texas
$4.07K -$31.7K -522 -89%
FCMT
2381
Founders Capital Management (Texas)
Texas
$3.89K – – –
LAM
2382
Lummis Asset Management
Texas
$3.71K +$3.71K +61 New
FRA
2383
Frank Rimerman Advisors
California
$2.92K +$2.92K +48 New
RWM
2384
Ruedi Wealth Management
Illinois
$2.86K +$2.86K +47 New
JFG
2385
JDM Financial Group
Texas
$2.73K – – –
MAM
2386
Marquette Asset Management
Minnesota
$2.53K – – –
FG
2387
Fairman Group
Pennsylvania
$2.43K +$2.43K +40 New
FIM
2388
FWL Investment Management
Texas
$2.37K +$2.37K +39 New
CQS
2389
Credential Qtrade Securities
$2.31K – – –
CAM
2390
ClariVest Asset Management
California
$2.25K +$1.34K +22 +147%
HFM
2391
Harvest Fund Management
China
$2K +$2K +36 New
WA
2392
WestEnd Advisors
North Carolina
$1.76K -$1.46K -24 -45%
CJ
2393
Caitlin John
Michigan
$1.64K +$1.64K +27 New
SIC
2394
SJS Investment Consulting
Ohio
$1.58K – – –
MIA
2395
MeadowBrook Investment Advisors
Michigan
$1.58K +$1.58K +26 New
CWM
2396
Cedar Wealth Management
California
$1.09K – – –
TFA
2397
Transamerica Financial Advisors
Florida
$1K -$162K -162 -99%
TC
2398
Trium Capital
United Kingdom
$860 +$281 +4,622 +48%
NC
2399
NewSquare Capital
Pennsylvania
$729 -$4.13K -68 -85%
DWA
2400
Delos Wealth Advisors
Texas
$426 – – –
94 95
96
97 98