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 |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
37,741
shares
|
$2.78 Million
0.83% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
37,562
shares
|
$2.77 Million
0.02% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
37,559
shares
|
$2.77 Million
0.18% of portfolio
|
Q1 2025
Added 75.42%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
37,489
shares
|
$2.76 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
37,380
shares
|
$2.75 Million
0.91% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
37,194
shares
|
$2.74 Million
1.96% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
36,978
shares
|
$2.72 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
36,758
shares
|
$2.71 Million
0.05% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
36,633
shares
|
$2.7 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
36,405
shares
|
$2.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.7%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
36,402
shares
|
$2.68 Million
0.3% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
36,287
shares
|
$2.67 Million
0.08% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
36,287
shares
|
$2.67 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
36,283
shares
|
$2.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
36,226
shares
|
$2.67 Million
0.32% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
36,209
shares
|
$2.67 Million
1.49% of portfolio
|
Q1 2025
Reduced 84.58%
|
|
|
Bender Robert & Associates
|
Apr 18, 2025 Q1 2025 |
36,198
shares
|
$2.67 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
36,112
shares
|
$2.66 Million
0.7% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
36,011
shares
|
$2.65 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
35,922
shares
|
$2.65 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
35,891
shares
|
$2.64 Million
0.15% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,884
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2022
Added 221.86%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
35,861
shares
|
$2.64 Million
1.75% of portfolio
|
Q1 2025
Reduced 25.18%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
35,841
shares
|
$2.64 Million
1.76% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
35,820
shares
|
$2.64 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.96%
|