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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
35,757
shares
|
$2.63 Million
0.04% of portfolio
|
Q1 2025
Reduced 59.11%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
35,631
shares
|
$2.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
35,631
shares
|
$2.62 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
35,598
shares
|
$2.62 Million
1.45% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
35,543
shares
|
$2.62 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
35,433
shares
|
$2.61 Million
1.01% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
35,380
shares
|
$2.61 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
35,327
shares
|
$2.6 Million
0.89% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
35,299
shares
|
$2.6 Million
0.23% of portfolio
|
Q3 2024
Added 317.54%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
35,290
shares
|
$2.6 Million
0.43% of portfolio
|
Q1 2025
Added 77.61%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
35,256
shares
|
$2.6 Million
0.67% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
35,207
shares
|
$2.59 Million
0.75% of portfolio
|
Q1 2025
Added 19.7%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
35,089
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
35,076
shares
|
$2.58 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
35,023
shares
|
$2.58 Million
0.38% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
34,995
shares
|
$2.58 Million
0.32% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
34,977
shares
|
$2.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
34,953
shares
|
$2.57 Million
0.31% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
34,951
shares
|
$2.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
34,897
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
34,896
shares
|
$2.57 Million
0.34% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
34,861
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
34,859
shares
|
$2.57 Million
0.11% of portfolio
|
Q1 2023
Reduced 1.02%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
34,743
shares
|
$2.56 Million
0.32% of portfolio
|
Q1 2025
Reduced 26.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
34,726
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2025
Added 16.2%
|