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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
12,713
shares
|
$953,983
0.27% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
12,686
shares
|
$951,957
0.03% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
12,660
shares
|
$950,006
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
12,658
shares
|
$949,856
0.07% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
12,643
shares
|
$948,730
0.5% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,577
shares
|
$943,778
0.07% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
12,542
shares
|
$941,151
0.0% of portfolio
|
Q1 2025
Added 38.39%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
12,538
shares
|
$940,851
0.35% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
12,515
shares
|
$939,125
0.35% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
12,514
shares
|
$939,050
0.23% of portfolio
|
Q4 2024
Reduced 49.15%
|
|
|
Meketa Capital, LLC
Westwood, MA |
Feb 14, 2025 Q4 2024 |
12,512
shares
|
$938,900
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
12,500
shares
|
$938,000
0.18% of portfolio
|
Q4 2024
Reduced 76.42%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,431
shares
|
$932,822
0.65% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
12,370
shares
|
$928,244
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
12,344
shares
|
$926,293
0.06% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
12,334
shares
|
$925,543
0.02% of portfolio
|
Q1 2025
Reduced 92.78%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
12,295
shares
|
$922,616
0.12% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
12,272
shares
|
$920,890
0.08% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
12,232
shares
|
$917,889
0.13% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
12,221
shares
|
$917,063
0.42% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
12,204
shares
|
$915,788
0.1% of portfolio
|
Q2 2025
Reduced 16.68%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
12,176
shares
|
$913,687
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
12,131
shares
|
$910,310
0.3% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
12,126
shares
|
$909,935
0.08% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
12,123
shares
|
$909,709
0.11% of portfolio
|
Q1 2025
Added 9.58%
|