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 3,109 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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
17,048
shares
|
$1.28 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
17,003
shares
|
$1.28 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
16,946
shares
|
$1.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
16,939
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
16,911
shares
|
$1.27 Million
1.1% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
16,879
shares
|
$1.27 Million
0.74% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
16,836
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
16,797
shares
|
$1.26 Million
0.4% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
16,782
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Added 254.95%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
16,780
shares
|
$1.26 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
16,767
shares
|
$1.26 Million
0.24% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
16,761
shares
|
$1.26 Million
0.33% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
16,743
shares
|
$1.26 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
16,726
shares
|
$1.26 Million
0.33% of portfolio
|
Q1 2025
Added 283.36%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
16,713
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
16,697
shares
|
$1.25 Million
0.41% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
16,649
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,576
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
16,570
shares
|
$1.24 Million
0.06% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
16,567
shares
|
$1.24 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
16,485
shares
|
$1.24 Million
0.62% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
16,469
shares
|
$1.24 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
16,465
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
16,391
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
16,362
shares
|
$1.23 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.91%
|