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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 %
RA
2401
Riverstone Advisors
Texas
$208K +$208K +2,466 New
CAM
2402
Concorde Asset Management
Michigan
$208K +$208K +2,465 New
SIA
2403
Spectrum Investment Advisors
Wisconsin
$208K +$208K +2,461 New
SWM
2404
Sendero Wealth Management
Texas
$207K +$207K +2,448 New
JSL
2405
JT Stratford LLC
Georgia
$206K +$206K +2,435 New
MIM
2406
MTM Investment Management
South Carolina
$205K +$205K +2,440 New
LA
2407
LVW Advisors
New York
$205K +$205K +2,422 New
1WA
2408
180 Wealth Advisors
Washington
$204K +$204K +2,416 New
RWM
2409
RKL Wealth Management
Pennsylvania
$204K +$204K +2,411 New
LA
2410
LexAurum Advisors
Kansas
$204K +$204K +2,409 New
HCM
2411
Hengehold Capital Management
Ohio
$204K +$204K +2,408 New
SWA
2412
Strata Wealth Advisors
Texas
$203K +$203K +2,402 New
SCM
2413
Stonebridge Capital Management
California
$203K +$203K +2,400 New
HFRG
2414
Houlihan Financial Resource Group
Virginia
$203K +$203K +2,407 New
CC
2415
Cultivar Capital
Texas
$203K – – –
OIA
2416
Optimum Investment Advisors
Illinois
$203K – – –
WFS
2417
Widmann Financial Services
Maryland
$203K – – –
SA
2418
Sicart Associates
New York
$203K +$203K +2,400 New
BP
2419
Broadleaf Partners
Ohio
$203K +$203K +2,400 New
NJBEST
2420
New Jersey Better Educational Savings Trust
New Jersey
$203K +$203K +2,398 New
MWP
2421
Meridian Wealth Partners
Pennsylvania
$203K -$96.5K -1,141 -32%
VHAM
2422
Van Hulzen Asset Management
California
$202K +$202K +2,392 New
CAM
2423
Costello Asset Management
Pennsylvania
$202K -$413K -4,880 -67%
WFAG
2424
Worth Financial Advisory Group
North Carolina
$201K +$201K +2,378 New
CCA
2425
Cora Capital Advisors
New Jersey
$201K +$201K +2,376 New
95 96
97
98 99