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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
56,745
shares
|
$4.02 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
56,553
shares
|
$4.01 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
56,503
shares
|
$4.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 44.33%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
56,323
shares
|
$3.99 Million
0.15% of portfolio
|
Q1 2025
Reduced 76.51%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
56,308
shares
|
$3.99 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
56,095
shares
|
$3.98 Million
0.02% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
55,871
shares
|
$3.96 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
55,857
shares
|
$3.96 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
55,828
shares
|
$3.96 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
55,588
shares
|
$3.94 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
55,263
shares
|
$3.92 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
54,846
shares
|
$3.89 Million
0.23% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
54,831
shares
|
$3.89 Million
0.81% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
54,637
shares
|
$3.87 Million
0.13% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
54,431
shares
|
$3.86 Million
2.34% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
54,324
shares
|
$3.85 Million
0.64% of portfolio
|
Q1 2025
Added 19.39%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
54,275
shares
|
$3.85 Million
0.13% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
54,271
shares
|
$3.85 Million
0.42% of portfolio
|
Q1 2025
Added 555.53%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
54,231
shares
|
$3.84 Million
0.61% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
54,219
shares
|
$3.84 Million
0.36% of portfolio
|
Q4 2023
Added 232.63%
|
|
|
Violich Capital Management, Inc.
|
May 02, 2025 Q1 2025 |
54,097
shares
|
$3.83 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
53,987
shares
|
$3.83 Million
0.08% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
53,915
shares
|
$3.82 Million
1.21% of portfolio
|
Q1 2025
Added 39.72%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
53,640
shares
|
$3.8 Million
3.53% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
53,618
shares
|
$3.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.06%
|