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 3,107 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 $124 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
23,414
shares
|
$1.76 Million
0.77% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,411
shares
|
$1.76 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
23,400
shares
|
$1.76 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
23,388
shares
|
$1.76 Million
0.81% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
23,362
shares
|
$1.75 Million
0.5% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
23,356
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
23,284
shares
|
$1.75 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
23,278
shares
|
$1.75 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
23,270
shares
|
$1.75 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
23,241
shares
|
$1.74 Million
0.47% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
23,197
shares
|
$1.74 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
23,188
shares
|
$1.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 47.06%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
23,188
shares
|
$1.74 Million
0.58% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
23,155
shares
|
$1.74 Million
0.6% of portfolio
|
Q1 2025
Added 78.87%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
23,124
shares
|
$1.74 Million
1.53% of portfolio
|
Q3 2022
Reduced 1.78%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
23,098
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
23,096
shares
|
$1.73 Million
0.98% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
22,964
shares
|
$1.72 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
22,872
shares
|
$1.72 Million
0.72% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
22,838
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
22,787
shares
|
$1.71 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
22,717
shares
|
$1.7 Million
0.11% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
22,685
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
22,566
shares
|
$1.69 Million
0.25% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
22,534
shares
|
$1.69 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.17%
|