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 |
|---|---|---|---|---|---|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
230,164
shares
|
$16.3 Million
1.62% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
229,972
shares
|
$16.3 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
229,844
shares
|
$16.3 Million
0.29% of portfolio
|
Q2 2024
Added 4.28%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
227,972
shares
|
$16.2 Million
2.27% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
221,734
shares
|
$15.7 Million
3.01% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
219,842
shares
|
$15.6 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
218,737
shares
|
$15.5 Million
1.55% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
215,292
shares
|
$15.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
215,181
shares
|
$15.3 Million
0.23% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
211,992
shares
|
$15 Million
0.04% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
211,643
shares
|
$15 Million
0.49% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
210,061
shares
|
$14.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 82.01%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
209,852
shares
|
$14.9 Million
0.13% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
208,408
shares
|
$14.8 Million
0.42% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
207,029
shares
|
$14.7 Million
0.23% of portfolio
|
Q1 2025
Added 86.74%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
206,481
shares
|
$14.6 Million
0.11% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
206,036
shares
|
$14.6 Million
0.28% of portfolio
|
Q1 2025
Added 58.2%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
204,378
shares
|
$14.5 Million
0.21% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
202,199
shares
|
$14.3 Million
0.4% of portfolio
|
Q4 2023
Reduced 24.01%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
201,847
shares
|
$14.3 Million
0.29% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
May 15, 2025 Q1 2025 |
201,270
shares
|
$14.3 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200,042
shares
|
$14.2 Million
0.61% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
198,837
shares
|
$14.1 Million
0.1% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
196,816
shares
|
$14 Million
1.81% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
195,682
shares
|
$13.9 Million
0.72% of portfolio
|
Q1 2025
Added 4.07%
|