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 |
|---|---|---|---|---|---|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
18,514
shares
|
$1.39 Million
0.39% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
18,421
shares
|
$1.38 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
18,405
shares
|
$1.38 Million
0.28% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
18,351
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
18,300
shares
|
$1.37 Million
0.13% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
18,211
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
18,166
shares
|
$1.36 Million
0.82% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
18,132
shares
|
$1.36 Million
0.68% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
18,021
shares
|
$1.35 Million
0.68% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
18,000
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
17,897
shares
|
$1.34 Million
0.65% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
17,824
shares
|
$1.34 Million
0.36% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
17,637
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
17,636
shares
|
$1.32 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
17,595
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
17,582
shares
|
$1.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
17,544
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
17,500
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
17,500
shares
|
$1.31 Million
0.16% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
17,466
shares
|
$1.31 Million
0.2% of portfolio
|
Q1 2024
Reduced 10.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,369
shares
|
$1.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
17,368
shares
|
$1.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
17,362
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Added 106.37%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,224
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
17,158
shares
|
$1.29 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.13%
|