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 |
|---|---|---|---|---|---|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
13,718
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
13,711
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
13,705
shares
|
$1.03 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
13,680
shares
|
$1.03 Million
0.33% of portfolio
|
Q1 2025
Reduced 27.83%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
13,678
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
13,676
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
13,648
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
13,638
shares
|
$1.03 Million
0.21% of portfolio
|
Q1 2024
Reduced 54.88%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
13,632
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
13,608
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
Reduced 80.3%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
13,608
shares
|
$1.02 Million
0.27% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
13,582
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
13,546
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
13,545
shares
|
$1.02 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
13,514
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
13,468
shares
|
$1.01 Million
0.98% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
13,452
shares
|
$1.01 Million
0.42% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
13,434
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
13,433
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Added 332.07%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
13,414
shares
|
$1.01 Million
0.3% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
13,364
shares
|
$1 Million
0.11% of portfolio
|
Q2 2025
Added 20.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
13,345
shares
|
$1 Million
0.1% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
13,315
shares
|
$1 Million
0.34% of portfolio
|
Q1 2025
Added 37.17%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
13,308
shares
|
$1 Million
0.13% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
13,295
shares
|
$999,518
0.68% of portfolio
|
Q2 2025
Reduced 19.48%
|