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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
129
shares
|
$9,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
128
shares
|
$9,073
0.0% of portfolio
|
Q4 2024
Reduced 49.8%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
126
shares
|
$8,932
0.01% of portfolio
|
Q1 2025
Reduced 52.27%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
125
shares
|
$8,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
116
shares
|
$8,223
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
113
shares
|
$8,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
102
shares
|
$7,230
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
101
shares
|
$7,159
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
101
shares
|
$7,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$7,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$7,089
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
100
shares
|
$7,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
100
shares
|
$7,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
100
shares
|
$7,089
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
97
shares
|
$6,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
88
shares
|
$6,238
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
85
shares
|
$6,025
0.0% of portfolio
|
Q1 2025
Reduced 99.39%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
80
shares
|
$5,671
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
80
shares
|
$5,671
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
80
shares
|
$5,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
80
shares
|
$5,671
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
76
shares
|
$5,387
0.0% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
70
shares
|
$4,962
0.01% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
67
shares
|
$4,749
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
67
shares
|
$4,749
0.0% of portfolio
|
Q1 2025
Added 15.52%
|