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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
100,283
shares
|
$7.11 Million
0.33% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
100,085
shares
|
$7.1 Million
0.26% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
100,002
shares
|
$7.09 Million
1.36% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
99,874
shares
|
$7.08 Million
2.89% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
99,379
shares
|
$7.04 Million
0.82% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
99,308
shares
|
$7.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
99,067
shares
|
$7.02 Million
1.01% of portfolio
|
Q2 2023
Added 1.1%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
98,747
shares
|
$7 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
96,529
shares
|
$6.84 Million
0.75% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
96,158
shares
|
$6.82 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
96,132
shares
|
$6.81 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
96,098
shares
|
$6.81 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
95,971
shares
|
$6.8 Million
1.05% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
95,819
shares
|
$6.79 Million
0.22% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
95,633
shares
|
$6.78 Million
0.24% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
95,575
shares
|
$6.78 Million
0.78% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
95,478
shares
|
$6.77 Million
1.11% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
95,281
shares
|
$6.75 Million
0.48% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Baugh & Associates, LLC
|
Apr 23, 2025 Q1 2025 |
95,158
shares
|
$6.75 Million
3.28% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
94,952
shares
|
$6.73 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.73%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
94,939
shares
|
$6.73 Million
2.15% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
94,929
shares
|
$6.73 Million
0.51% of portfolio
|
Q1 2025
Added 68.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
94,807
shares
|
$6.72 Million
0.66% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
94,631
shares
|
$6.71 Million
2.38% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
94,495
shares
|
$6.7 Million
1.14% of portfolio
|
Q1 2025
Added 3.42%
|