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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
434
shares
|
$30,766
0.02% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
415
shares
|
$29,419
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
409
shares
|
$28,994
0.0% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
403
shares
|
$28,568
0.0% of portfolio
|
Q1 2025
Reduced 79.26%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
400
shares
|
$28,356
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
400
shares
|
$28,356
0.02% of portfolio
|
Q1 2025
Added 138.1%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
394
shares
|
$27,930
0.02% of portfolio
|
Q3 2022
Reduced 28.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
375
shares
|
$26,583
0.01% of portfolio
|
Q1 2025
Reduced 88.08%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
373
shares
|
$26,441
0.0% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
372
shares
|
$26,371
0.0% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
368
shares
|
$26,087
0.01% of portfolio
|
Q1 2025
Reduced 44.07%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
366
shares
|
$25,945
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
364
shares
|
$25,803
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
362
shares
|
$25,662
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
361
shares
|
$25,591
0.0% of portfolio
|
Q1 2025
Added 64.09%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
358
shares
|
$25,378
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
355
shares
|
$25,165
0.0% of portfolio
|
Q1 2025
Added 91.89%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
352
shares
|
$24,953
0.01% of portfolio
|
Q4 2024
Reduced 40.54%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
344
shares
|
$24,386
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
328
shares
|
$23,251
0.01% of portfolio
|
Q1 2024
Reduced 24.77%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
315
shares
|
$22,330
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
310
shares
|
$21,975
0.01% of portfolio
|
Q1 2025
Reduced 83.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
310
shares
|
$21,975
0.01% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
309
shares
|
$21,905
0.01% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
303
shares
|
$21,479
0.01% of portfolio
|
Q1 2025
Reduced 5.9%
|