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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
16,342
shares
|
$1.23 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
16,334
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
16,325
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Added 77.93%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
16,312
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
16,301
shares
|
$1.22 Million
0.47% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
16,297
shares
|
$1.22 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
16,289
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
16,210
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 17.97%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
16,173
shares
|
$1.21 Million
0.42% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
16,154
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
16,081
shares
|
$1.21 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
16,081
shares
|
$1.21 Million
0.33% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
16,008
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
15,963
shares
|
$1.2 Million
0.13% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
15,957
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
15,949
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
15,941
shares
|
$1.2 Million
0.97% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
15,939
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,908
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
15,880
shares
|
$1.19 Million
0.86% of portfolio
|
Q3 2023
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
15,831
shares
|
$1.19 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
15,828
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
15,789
shares
|
$1.18 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
15,785
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
15,759
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Added 1.65%
|