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 |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
50,225
shares
|
$3.56 Million
0.74% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
50,087
shares
|
$3.55 Million
0.09% of portfolio
|
Q1 2025
Added 30.36%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
50,000
shares
|
$3.54 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
May 08, 2025 Q1 2025 |
50,000
shares
|
$3.54 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
49,853
shares
|
$3.53 Million
0.74% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
49,780
shares
|
$3.53 Million
0.68% of portfolio
|
Q4 2022
Added 8.43%
|
|
|
Mirova
Paris, I0 |
May 14, 2025 Q1 2025 |
49,772
shares
|
$3.53 Million
0.65% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
49,693
shares
|
$3.52 Million
0.87% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
May 14, 2025 Q1 2025 |
49,419
shares
|
$3.5 Million
1.82% of portfolio
|
Q1 2025
Reduced 41.33%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
49,403
shares
|
$3.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
49,273
shares
|
$3.49 Million
0.41% of portfolio
|
Q1 2025
Added 478.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
49,236
shares
|
$3.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
49,188
shares
|
$3.49 Million
0.91% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
49,013
shares
|
$3.47 Million
0.3% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
48,985
shares
|
$3.47 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
48,796
shares
|
$3.46 Million
0.71% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
48,606
shares
|
$3.45 Million
0.29% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
48,520
shares
|
$3.44 Million
0.2% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
48,458
shares
|
$3.44 Million
0.15% of portfolio
|
Q1 2025
Added 93.97%
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
48,453
shares
|
$3.43 Million
0.76% of portfolio
|
Q1 2025
Reduced 50.49%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
48,269
shares
|
$3.42 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
48,123
shares
|
$3.41 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
48,088
shares
|
$3.41 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
48,000
shares
|
$3.4 Million
0.74% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Cincinnati Financial Corp
|
May 08, 2025 Q1 2025 |
48,000
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2023
New holding
|