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 |
|---|---|---|---|---|---|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
27,865
shares
|
$2.09 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Montgomery Investment Management Inc
|
May 06, 2025 Q1 2025 |
27,860
shares
|
$2.09 Million
0.82% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
27,640
shares
|
$2.07 Million
0.13% of portfolio
|
Q3 2023
Added 19.01%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
27,596
shares
|
$2.07 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,582
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
27,548
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
27,485
shares
|
$2.06 Million
0.44% of portfolio
|
Q1 2025
Added 19.34%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
27,427
shares
|
$2.06 Million
3.81% of portfolio
|
Q2 2022
Reduced 2.73%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
27,367
shares
|
$2.05 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
27,329
shares
|
$2.05 Million
0.11% of portfolio
|
Q1 2025
Added 11.28%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
27,315
shares
|
$2.05 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
27,205
shares
|
$2.04 Million
0.34% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
27,131
shares
|
$2.04 Million
0.8% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27,101
shares
|
$2.03 Million
0.18% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
27,062
shares
|
$2.03 Million
0.14% of portfolio
|
Q1 2025
Reduced 37.98%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
26,947
shares
|
$2.02 Million
0.32% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
26,892
shares
|
$2.02 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
26,816
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Meketa Investment Group Inc /Adv
Westwood, MA |
May 14, 2025 Q1 2025 |
26,775
shares
|
$2.01 Million
2.56% of portfolio
|
Q1 2025
Added 113.99%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
26,753
shares
|
$2.01 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
26,700
shares
|
$2 Million
0.11% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
26,692
shares
|
$2 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
26,568
shares
|
$1.99 Million
0.17% of portfolio
|
Q1 2025
Added 58.36%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
26,559
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
26,529
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
Added 12.46%
|