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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
26,510
shares
|
$1.99 Million
0.24% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
26,501
shares
|
$1.99 Million
0.19% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
26,404
shares
|
$1.98 Million
0.29% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
26,400
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2023
Added 23.36%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
26,320
shares
|
$1.98 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
26,259
shares
|
$1.97 Million
0.42% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
26,201
shares
|
$1.97 Million
0.76% of portfolio
|
Q4 2023
Reduced 65.32%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
26,165
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
26,143
shares
|
$1.96 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
26,121
shares
|
$1.96 Million
0.52% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
26,039
shares
|
$1.95 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
25,939
shares
|
$1.95 Million
0.79% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
25,924
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
25,908
shares
|
$1.94 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,907
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2020
Added 12.29%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
25,741
shares
|
$1.93 Million
1.18% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
25,690
shares
|
$1.93 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
25,683
shares
|
$1.93 Million
0.13% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,657
shares
|
$1.93 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
25,583
shares
|
$1.92 Million
1.31% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
25,470
shares
|
$1.91 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
25,427
shares
|
$1.91 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
25,367
shares
|
$1.9 Million
0.54% of portfolio
|
Q4 2022
Added 0.51%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
25,338
shares
|
$1.9 Million
0.26% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
25,314
shares
|
$1.9 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.68%
|