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 |
|---|---|---|---|---|---|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
40,243
shares
|
$2.96 Million
2.18% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
May 15, 2025 Q1 2025 |
40,155
shares
|
$2.96 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
40,147
shares
|
$2.96 Million
0.43% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
40,113
shares
|
$2.95 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
40,018
shares
|
$2.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
40,000
shares
|
$2.95 Million
0.37% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
39,992
shares
|
$2.95 Million
2.34% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
39,953
shares
|
$2.94 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
39,933
shares
|
$2.94 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
39,928
shares
|
$2.94 Million
0.87% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
39,884
shares
|
$2.94 Million
0.09% of portfolio
|
Q1 2025
Added 23.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
39,417
shares
|
$2.9 Million
0.13% of portfolio
|
Q1 2025
Added 33.02%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
39,291
shares
|
$2.89 Million
1.25% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
39,166
shares
|
$2.88 Million
0.78% of portfolio
|
Q2 2022
Reduced 26.86%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
39,155
shares
|
$2.88 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
39,115
shares
|
$2.88 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
39,102
shares
|
$2.88 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
39,098
shares
|
$2.88 Million
0.07% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
39,029
shares
|
$2.87 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
38,989
shares
|
$2.87 Million
0.94% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
38,964
shares
|
$2.87 Million
0.39% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
38,598
shares
|
$2.84 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
38,155
shares
|
$2.81 Million
0.23% of portfolio
|
Q4 2024
Added 49.48%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
38,129
shares
|
$2.81 Million
0.09% of portfolio
|
Q1 2025
Reduced 68.65%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
37,965
shares
|
$2.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.68%
|