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 |
|---|---|---|---|---|---|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
200
shares
|
$14,178
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Uscf Advisers LLC
Walnut Creek, CA |
Apr 28, 2025 Q1 2025 |
200
shares
|
$14,178
1.36% of portfolio
|
Q3 2023
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
200
shares
|
$14,178
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
197
shares
|
$13,965
0.0% of portfolio
|
Q1 2025
Added 2362.5%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
193
shares
|
$13,681
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
193
shares
|
$13,681
0.01% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
190
shares
|
$13,469
0.01% of portfolio
|
Q4 2024
Reduced 77.19%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
190
shares
|
$13,469
0.0% of portfolio
|
Q1 2025
Added 54.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
188
shares
|
$13,327
0.0% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
187
shares
|
$13,256
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
177
shares
|
$12,547
0.01% of portfolio
|
Q4 2024
Reduced 81.19%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
168
shares
|
$11,909
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
165
shares
|
$11,696
0.0% of portfolio
|
Q1 2025
Reduced 96.93%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
161
shares
|
$11,413
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
161
shares
|
$11,413
0.01% of portfolio
|
Q1 2025
Reduced 52.79%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
159
shares
|
$11,271
0.01% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
158
shares
|
$11,200
0.01% of portfolio
|
Q1 2024
Reduced 25.47%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
153
shares
|
$10,846
0.0% of portfolio
|
Q1 2025
Added 856.25%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
144
shares
|
$10,208
0.0% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
144
shares
|
$10,208
0.01% of portfolio
|
Q3 2024
Added 453.85%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
143
shares
|
$10,137
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
136
shares
|
$9,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
136
shares
|
$9,641
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
135
shares
|
$9,570
0.0% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
133
shares
|
$9,428
0.0% of portfolio
|
Q1 2025
Added 923.08%
|