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 3,111 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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
43,010
shares
|
$3.17 Million
0.11% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
42,902
shares
|
$3.16 Million
0.26% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Sycomore Asset Management
|
May 14, 2025 Q1 2025 |
42,889
shares
|
$3.16 Million
0.51% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
42,622
shares
|
$3.14 Million
0.49% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
42,526
shares
|
$3.13 Million
0.71% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
42,495
shares
|
$3.13 Million
0.22% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
42,481
shares
|
$3.13 Million
0.58% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
42,416
shares
|
$3.12 Million
1.88% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
42,326
shares
|
$3.12 Million
0.07% of portfolio
|
Q4 2023
Added 1.28%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
42,289
shares
|
$3.11 Million
1.4% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
42,248
shares
|
$3.11 Million
0.14% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
42,080
shares
|
$3.1 Million
1.68% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
41,951
shares
|
$3.09 Million
0.04% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
41,660
shares
|
$3.07 Million
0.23% of portfolio
|
Q2 2022
Added 5.75%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
41,258
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
41,196
shares
|
$3.03 Million
0.63% of portfolio
|
Q1 2024
Added 5.53%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
41,171
shares
|
$3.03 Million
0.47% of portfolio
|
Q4 2023
Added 930.82%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
41,031
shares
|
$3.02 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
40,954
shares
|
$3.02 Million
0.72% of portfolio
|
Q1 2025
Reduced 46.35%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
40,954
shares
|
$3.02 Million
0.72% of portfolio
|
Q1 2025
Added 28.47%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
May 14, 2025 Q1 2025 |
40,863
shares
|
$3.01 Million
2.2% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
40,555
shares
|
$2.99 Million
0.11% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
40,392
shares
|
$2.97 Million
0.03% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
40,354
shares
|
$2.97 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
40,294
shares
|
$2.97 Million
0.13% of portfolio
|
Q1 2025
Added 97.94%
|