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 3,108 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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
14,751
shares
|
$1.11 Million
0.08% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
14,741
shares
|
$1.11 Million
0.83% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
14,740
shares
|
$1.11 Million
0.19% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
14,695
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
14,680
shares
|
$1.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
14,673
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
14,667
shares
|
$1.1 Million
0.38% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
14,640
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
14,554
shares
|
$1.09 Million
0.87% of portfolio
|
Q2 2023
Added 3.12%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
14,550
shares
|
$1.09 Million
0.41% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
14,475
shares
|
$1.09 Million
0.95% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
14,432
shares
|
$1.08 Million
0.27% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
14,430
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
14,427
shares
|
$1.08 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
14,412
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
14,284
shares
|
$1.07 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
14,264
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.68%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
14,261
shares
|
$1.07 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
14,231
shares
|
$1.07 Million
0.36% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
14,214
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
14,175
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
14,150
shares
|
$1.06 Million
0.39% of portfolio
|
Q4 2023
Added 25.1%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
14,119
shares
|
$1.06 Million
0.16% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,102
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
14,093
shares
|
$1.06 Million
0.32% of portfolio
|
Q2 2025
Added 3.83%
|