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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
33,462
shares
|
$2.46 Million
0.05% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
33,345
shares
|
$2.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
33,089
shares
|
$2.44 Million
0.21% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Jun 06, 2025 Q1 2025 |
33,000
shares
|
$2.43 Million
0.24% of portfolio
|
Q1 2025
Reduced 28.26%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
32,998
shares
|
$2.43 Million
0.11% of portfolio
|
Q1 2025
Added 55.32%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
32,960
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
32,959
shares
|
$2.43 Million
1.0% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
32,824
shares
|
$2.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,721
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
32,662
shares
|
$2.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 56.5%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
32,572
shares
|
$2.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
32,477
shares
|
$2.39 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
32,461
shares
|
$2.39 Million
0.21% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
32,384
shares
|
$2.39 Million
0.18% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
32,377
shares
|
$2.38 Million
0.48% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
32,190
shares
|
$2.37 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
32,071
shares
|
$2.36 Million
0.59% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
32,068
shares
|
$2.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
32,004
shares
|
$2.36 Million
0.02% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
31,934
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2023
Added 0.64%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
31,784
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
31,706
shares
|
$2.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
31,693
shares
|
$2.33 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
31,631
shares
|
$2.33 Million
0.03% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
31,457
shares
|
$2.32 Million
1.5% of portfolio
|
Q1 2025
Added 0.33%
|