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 3,102 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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
1,839
shares
|
$130,366
0.12% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
1,839
shares
|
$130,366
0.07% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,790
shares
|
$126,893
0.01% of portfolio
|
Q3 2023
Added 3.83%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,778
shares
|
$126,042
0.02% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,777
shares
|
$125,971
0.04% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,768
shares
|
$125,333
0.03% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,760
shares
|
$124,766
0.01% of portfolio
|
Q3 2023
Reduced 0.56%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,740
shares
|
$123,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,724
shares
|
$122,214
0.02% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,689
shares
|
$119,733
0.06% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,666
shares
|
$118,102
0.0% of portfolio
|
Q1 2025
Added 46.01%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
1,660
shares
|
$117,677
0.03% of portfolio
|
Q3 2024
Reduced 45.75%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,647
shares
|
$116,755
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,647
shares
|
$116,755
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
1,626
shares
|
$115,267
0.04% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,624
shares
|
$115,125
0.03% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,600
shares
|
$113,424
0.01% of portfolio
|
Q2 2024
Reduced 7.03%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
1,599
shares
|
$113,353
0.55% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,599
shares
|
$113,353
0.09% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,592
shares
|
$112,856
0.04% of portfolio
|
Q2 2024
Reduced 36.85%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,573
shares
|
$111,509
0.01% of portfolio
|
Q1 2025
Reduced 96.97%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,561
shares
|
$110,659
0.03% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,560
shares
|
$110,588
0.0% of portfolio
|
Q2 2023
Reduced 50.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,507
shares
|
$106,831
0.06% of portfolio
|
Q2 2024
Reduced 56.18%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,506
shares
|
$106,760
0.01% of portfolio
|
Q4 2023
Reduced 7.49%
|