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 |
|---|---|---|---|---|---|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
10,900
shares
|
$817,936
0.1% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
10,847
shares
|
$813,958
0.11% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
10,827
shares
|
$812,458
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
10,801
shares
|
$810,507
0.01% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
10,790
shares
|
$809,681
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
10,781
shares
|
$809,006
0.04% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
10,774
shares
|
$808,480
0.01% of portfolio
|
Q1 2025
Added 29.85%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
10,772
shares
|
$808,330
0.11% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
10,770
shares
|
$808,180
0.33% of portfolio
|
Q1 2025
Added 56.77%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
10,759
shares
|
$807,355
0.09% of portfolio
|
Q1 2025
Added 40.2%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
10,749
shares
|
$806,604
0.34% of portfolio
|
Q1 2024
Added 26.58%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
10,747
shares
|
$806,454
0.12% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
10,700
shares
|
$802,928
0.51% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
10,691
shares
|
$802,252
0.3% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
10,682
shares
|
$801,577
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
10,647
shares
|
$798,950
0.25% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
10,641
shares
|
$798,500
0.3% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
10,625
shares
|
$797,300
0.13% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,624
shares
|
$797,224
1.37% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,617
shares
|
$796,699
0.05% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
10,614
shares
|
$796,474
0.35% of portfolio
|
Q1 2025
Reduced 48.95%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
10,606
shares
|
$795,874
0.26% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
10,590
shares
|
$794,673
0.05% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
10,570
shares
|
$793,172
0.03% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
10,568
shares
|
$793,022
0.66% of portfolio
|
Q1 2025
Added 1.17%
|