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 |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
61
shares
|
$4,324
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
54
shares
|
$3,828
0.0% of portfolio
|
Q3 2024
Reduced 75.68%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
53
shares
|
$3,757
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
47
shares
|
$3,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
47
shares
|
$3,331
0.19% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
47
shares
|
$3,331
0.0% of portfolio
|
Q3 2024
Reduced 39.74%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
46
shares
|
$3,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
45
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
42
shares
|
$2,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
37
shares
|
$2,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35
shares
|
$2,481
0.0% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
35
shares
|
$2,481
0.0% of portfolio
|
Q1 2025
Reduced 69.3%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
34
shares
|
$2,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
30
shares
|
$2,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
29
shares
|
$2,055
0.0% of portfolio
|
Q1 2025
Added 163.64%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
26
shares
|
$1,843
0.0% of portfolio
|
Q2 2024
Reduced 61.76%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
25
shares
|
$1,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
20
shares
|
$1,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
20
shares
|
$1,417
0.0% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
18
shares
|
$1,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
17
shares
|
$1,205
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
16
shares
|
$1,134
0.0% of portfolio
|
Q1 2025
Reduced 99.08%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
14
shares
|
$992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
12
shares
|
$850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
11
shares
|
$779
0.0% of portfolio
|
Q3 2024
Added 10.0%
|