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 |
|---|---|---|---|---|---|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
21,710
shares
|
$1.63 Million
1.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
21,674
shares
|
$1.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
21,665
shares
|
$1.63 Million
0.47% of portfolio
|
Q4 2022
Added 404.19%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
21,655
shares
|
$1.62 Million
1.02% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
21,649
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
21,646
shares
|
$1.62 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
21,616
shares
|
$1.62 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
21,386
shares
|
$1.6 Million
0.76% of portfolio
|
Q1 2025
Added 61.32%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
21,383
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
21,350
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Baillie Gifford & CO
|
May 07, 2025 Q1 2025 |
21,348
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.3%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
21,322
shares
|
$1.6 Million
0.64% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
21,303
shares
|
$1.6 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Resolution Capital LTD
Sydney, Nsw, C3 |
May 15, 2025 Q1 2025 |
21,281
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
21,244
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
21,177
shares
|
$1.59 Million
0.99% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,154
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
21,151
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,149
shares
|
$1.59 Million
0.46% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Boxwood Ventures, Inc.
|
May 09, 2025 Q1 2025 |
21,124
shares
|
$1.59 Million
2.2% of portfolio
|
Q1 2023
Reduced 6.85%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
21,095
shares
|
$1.58 Million
0.51% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
20,976
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
20,910
shares
|
$1.57 Million
0.75% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,883
shares
|
$1.57 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
20,874
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Added 0.31%
|