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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
14,089
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
14,070
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
14,054
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,051
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
14,016
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
14,006
shares
|
$1.05 Million
0.53% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
14,000
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
13,963
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
13,961
shares
|
$1.05 Million
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
13,954
shares
|
$1.05 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
13,919
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
13,917
shares
|
$1.05 Million
0.31% of portfolio
|
Q4 2022
Added 44.19%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
13,903
shares
|
$1.05 Million
0.34% of portfolio
|
Q2 2025
Added 52.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
13,898
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
13,895
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
13,887
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
13,866
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
13,860
shares
|
$1.04 Million
0.31% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
13,858
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 15.91%
|
|
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
13,842
shares
|
$1.04 Million
0.58% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
13,840
shares
|
$1.04 Million
0.43% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
13,796
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
13,775
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
May 12, 2025 Q1 2025 |
13,749
shares
|
$1.03 Million
0.56% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,718
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
Added 12.97%
|