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 3,107 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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
11,204
shares
|
$840,748
1.45% of portfolio
|
Q2 2023
Added 0.29%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
11,201
shares
|
$840,523
0.81% of portfolio
|
Q1 2023
Added 26.68%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
11,194
shares
|
$839,997
0.01% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
11,169
shares
|
$838,121
0.1% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
11,167
shares
|
$837,971
0.16% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
11,166
shares
|
$837,896
0.09% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
11,162
shares
|
$837,596
0.23% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
11,151
shares
|
$836,771
0.72% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
11,132
shares
|
$835,345
0.03% of portfolio
|
Q1 2025
Added 40.1%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
11,120
shares
|
$834,444
0.65% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
11,106
shares
|
$833,394
0.1% of portfolio
|
Q1 2025
Added 53.95%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
11,095
shares
|
$832,568
0.43% of portfolio
|
Q1 2025
Added 129.09%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
11,091
shares
|
$832,268
0.23% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
11,088
shares
|
$832,043
0.09% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
11,071
shares
|
$830,767
0.14% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,055
shares
|
$829,567
0.02% of portfolio
|
Q1 2023
Reduced 14.74%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
11,047
shares
|
$828,966
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
11,024
shares
|
$827,240
0.34% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
11,005
shares
|
$825,815
0.48% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
11,000
shares
|
$825,440
1.76% of portfolio
|
Q3 2024
New holding
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
11,000
shares
|
$825,440
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
10,985
shares
|
$824,314
0.18% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
10,923
shares
|
$819,661
0.21% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,911
shares
|
$818,761
0.05% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
10,904
shares
|
$818,236
0.01% of portfolio
|
Q4 2023
Reduced 29.64%
|