Institutional Ownership Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE). We have compiled data on the 3,111 institutions that hold shares in the stock, with a total of 1.65 Billion shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
3,577
shares
|
$263,446
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,574
shares
|
$263,225
0.1% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
3,573
shares
|
$263,151
0.02% of portfolio
|
Q1 2025
Reduced 30.93%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
3,572
shares
|
$263,077
0.04% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,567
shares
|
$262,709
0.05% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,566
shares
|
$262,635
0.03% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,562
shares
|
$262,341
0.05% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
3,552
shares
|
$261,604
0.05% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
3,545
shares
|
$261,089
0.03% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
3,540
shares
|
$260,721
0.04% of portfolio
|
Q1 2025
Reduced 26.98%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
3,537
shares
|
$260,500
0.03% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
3,515
shares
|
$258,879
0.04% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,510
shares
|
$258,511
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
3,509
shares
|
$258,437
0.03% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
3,508
shares
|
$258,364
0.16% of portfolio
|
Q1 2025
Reduced 30.9%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
3,507
shares
|
$258,290
0.03% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
3,494
shares
|
$257,333
0.12% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
3,489
shares
|
$256,964
0.05% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
3,484
shares
|
$256,596
0.14% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
3,484
shares
|
$256,596
0.02% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
3,477
shares
|
$256,081
0.15% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
3,477
shares
|
$256,081
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
3,466
shares
|
$255,270
0.12% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
3,452
shares
|
$254,239
0.13% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
3,447
shares
|
$253,871
0.08% of portfolio
|
Q1 2025
Reduced 6.86%
|