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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
20,867
shares
|
$1.57 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
20,863
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
20,789
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
20,731
shares
|
$1.56 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
20,728
shares
|
$1.56 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
20,725
shares
|
$1.56 Million
0.21% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
20,656
shares
|
$1.55 Million
0.54% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
20,647
shares
|
$1.55 Million
0.56% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
20,588
shares
|
$1.54 Million
0.03% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
20,568
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
20,555
shares
|
$1.54 Million
0.28% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
20,437
shares
|
$1.53 Million
0.39% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
20,423
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.43%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
20,417
shares
|
$1.53 Million
0.82% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
20,412
shares
|
$1.53 Million
0.54% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
20,400
shares
|
$1.53 Million
0.46% of portfolio
|
Q1 2022
Reduced 15.0%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
20,336
shares
|
$1.53 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
20,307
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 30.24%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
20,296
shares
|
$1.52 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
20,269
shares
|
$1.52 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
20,243
shares
|
$1.52 Million
0.4% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
20,181
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 39.21%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
20,161
shares
|
$1.51 Million
0.32% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
20,043
shares
|
$1.5 Million
1.05% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
20,004
shares
|
$1.5 Million
0.22% of portfolio
|
Q2 2022
Reduced 1.97%
|